Investment Portfolio Analysis

B6201 Investments/portfolio theory Investment Portfolio Analysis Course Project job 6 Crystal Watkins 10/17/2012 This paper will Identify and rationalize the major factors driving the market during this week. It will also identify and explain causes of changes in the market and the index. As well as developed investment objectives and defined risk tolerance levels. I will also include a snap shot of my investments and an explanation of why I choose those particular companies. The trends that I noticed that were going on with my investments this week were * Apple Applehas askedFoxconnto fix quality control measures while manufacturing the iPh peerless 5 later complaints of scratches on the devices body, and that has worsenedits supply shortfall. Stricter benchmarks are affecting production of the anodized aluminum house used in the device, delaying orders for thephone,Bloombergsaid. Apple consumers started complaining of nicks and scrapes to the body of the new phone soon afte r its launch last month, with some saying there were scratches correct before the device was unpacked.While the company said in response to the complaints that it was normal for an aluminum product to scratch or chip with use, exposing its natural silver color,internally, it uttered its displeasure to Foxconn. (Rathee, 2012) * Microsoft Microsoftisreportedly baffleing its flagship product, Microsoft Office to both Apple andGooglesAndroid-based devices. This comes from Microsofts Czech Republic Team, and Petr Bobek, a Microsoft Office productivity manager.Microsoft has been hesitant in the past to bring its software outside of the Windows ecosystem, with the noted exception of haphazard versions of Microsoft Office being available for Mac. Bringing Office to iOS and Android, the two dominant mobile operating systems, would be a change in philosophy for Microsoft. (Ciaccia, 2012) * Johnson & Johnson The delay for Eliquis is perhaps not unexpected given the size of the trial and the mass of data collected. No matter, it is wide believed to be more efficacious and safer than itsJohnson & JohnsonsXarelto and Boehringer Ingelheims Pradaxa.If approved, it will likely see strong sales growth. The delay will no doubt cheer JNJ shareholders whose rival drug Xarelto is only just establishing sales. Its partner Bayer has been forecasting peak sales of over Euro 2 billion for Xarelto even after the FDA refused to continue its indications. If these sorts of numbers are baked into JNJ forecasts and Eliquis (if approved) starts to grab market share then this will be a blow. (Samaha, 2012) * Pfizer Pfizer had four major events expected. It had one success (Inlyta), one failure (bapineuzumab) and two delays.As ever with pharma the patience of a Saint is needed. The two biggest drugs (Eliquis and Tofacitinib) saw potential approvals delayed until November and March next year respectively. twain are expected to be blockbusters. (Samaha, 2012) * Nike collective Responsibi lity Magazine has named Nike one of its top corporate citizens. The magazine ranked the Top 10 Best Corporate Citizensin categories including consumer items, consumer stables, energy and health care. Nike topped the consumer items list, sharing the honor with Mattel and Gap.The rankings were determined using public data related to companies responses to climate change, employee relations, environment, governance and human rights, among some other variables. (Journal, 2012) * elan Sprint Nextel Corp. s Chief Executive Officer Dan Hesse, who took over in December 2007, has worked to fix the mess he was handed after Sprints $36 billion acquisition of Nextel in 2005 failed, causing 3. 1 million subscribers to leave the carrier. Now he says that Sprint is on track to outlet to the black in 2014. Wall Street has shown increasing faith.Sprint shares are up more than 122% this year, but Hesse is quick to qualify his optimism. I tell the team here, Youre not going to see any missionacc omplishedsigns anywhere on this campus. ? Bloomberg Business Week reported, that this is a long process. (Marin, 2012) * Verizon Earlier in the year, radiocommunication carrierVerizon saidit was planning on expanding its 4G LTE coverage to span over 400 markets by years end. That was an aggressive goal considering it started the year with only about 190, means it was looking to more than double that figure in just one year.Turns out that Big Red wasnt just being overly ambitious, and is actually stint that goal ahead of time. Speaking at MobileCon, a conference all about mobile IT, Verizon CTO Nicola Palmer saidthe carrier is launching LTE in a fistful of markets on Oct. 18, bringing its total tally up to a whopping 417, further extending its LTE lead against rivalsATTandSprint Nextel. (Evan Niu, 2012) * Target Radio Shacks compact withTarget Corp. to place its employees in Target electronics departments is a money-losing deal that Radio Shack should consider ending.The deal, signed in 2009 andexpanded upon in 2011, hasnt replaced the revenue generated by an earlier agreement Radio Shack had to run kiosks in Wal-Mart Stores Inc. Radio Shacks Target business lost $17 million more than it did in 2010, Chai said. alone the two companies are apparently working to improve things. Radio Shacks kiosks now get placement in Target circulars, and Radio Shack is boosting training of its staff. (Journal S. P. , 2012) * Wal-Mart Wal-Mart Stores Inc. , the orbits largest retailer, rose to the highest ever after the companys U.S. merchandising head said the back-to-school season was very strong. The shares climbed 3. 3 percent to $76. 59 at 1246 p. m. in New York after earlier reaching $76. 73, the highest intraday price since its initial public offering in 1970. The stock also gained afterCostco Wholesale Corp. posted fiscal fourth-quarter profit that topped analysts estimates. Costco rose 3. 5 percent to $103. 08. (Townsend, 2012) * Toyota Toyotais issuing a safety recall for 7. 43 million vehicles crossways the globe. The Japanese car manufacturer said 2. million of the vehicles with potential window problems are in the U. S. The issue involves the power window master switches of some of the companys close to well-known brands, including Camry and Corolla sedans and RAV4 sport utility vehicles, built between 2005 and 2010. Toyotasaid in a press release that commercial lubricating agents applied to a sticky window switch could potentially melt the switch or even cause a fire. (Carroll, 2012) Dow0. 95%Nasdaq1. 21% Your portfolios WatkinsC Total Value $1,001,095. 54 Todays Change 7,944. 810. 80% SYMBOL PRICE CHG% CHG 52-WK RANGE SHARES MKT VALUE GAIN% GAIN AAPL 649. 7925 15. 03 +2. 37% 363. 32 705. 07 150 $97,468. 87 $15,001,156. 13 99. 35% JNJ 69. 55 0. 95 +1. 38% 61. 05 69. 80 1,464 $101,821. 20 $146,113,831. 92 99. 93% MSFT 29. 49 -0. 02 -0. 07% 24. 30 32. 95 3,247 $95,754. 03 $324,418,062. 99 99. 97% NKE 97. 24 1. 63 +1. 70% 85. 10 114. 81 990 $96,267. 60 $98,795,822. 40 99. 90% PFE 25. 80 0. 23 +0. 90% 18. 15 25. 92 4,144 $106,915. 0 $414,099,477. 12 99. 97% S 5. 69 0. 00 +0. 00% 2. 10 6. 04 19,493 $110,915. 17 $1,949,171,346. 20 99. 99% TGT 62. 90 1. 09 +1. 76% 47. 25 65. 80 1,549 $97,432. 10 $154,687,926. 41 99. 94% TM 77. 32 1. 11 +1. 46% 60. 37 87. 15 1,222 $94,485. 04 $121,996,414. 80 99. 92% VZ 44. 08 -0. 42 -0. 94% 35. 32 48. 77 2,207 $97,284. 56 $220,552,175. 14 99. 96% WMT 76. 91 -0. 24 -0. 31% 54. 81 77. 60 1,336 $102,751. 76 $133,318,224. 24 99. 92% Total $1,001,095. 4 $3,578,154,437. 34 99. 97% The above chart is a snap-shot of my portfolio for the week of October 17th as you can see I made a 0. 80% summation or $7,944. 81cash profit since my initial investment, which is a $ 7069. 02 positive difference and a huge increase from last weeks profits. Works Cited Carroll, D. (2012, October 10). Toyota Recalls 7. 43 Million Vehicles. Retrieved October 10, 2012, from The Mootley Fool http//www . fool. com/investing/general/2012/10/10/toyota-recalls-743-million-vehicles-globally. spx Ciaccia, C. (2012, October 10). Heres Microsofts Most Bullish Move in Years. Retrieved October 10, 2012, from The Street http//www. thestreet. com/story/11733394/1/heres-microsofts-most-bullish-move-in-years. html? puc=yahoocm_ven=YAHOO Evan Niu, C. (2012, October 10). Verizons Big Red Footprint Gets Bigger. Retrieved October 10, 2012, from The Mootley Fool http//www. fool. com/investing/general/2012/10/10/verizons-big-red-footprint-gets-bigger. aspx Journal, P. B. (2012, October 9). Nike on Best Corporate