Portfolio Analysis – Paper and Excel File

This is the second part to a project. The first paper written is attached.
Now that you have selected your portfolio strategy for the client, it is time to begin construction of the portfolio. Pick one stock for the client that you intend to
include in the client portfolio. Complete a ratio analysis of the stock, calculate the alpha for the stock, and provide the rationale as to the inclusion of the stock in
the portfolio. Indicate its merit as an investment and its potential for growth and sustainable returns, which will ultimately align with your portfolio strategy. In
addition, you should provide a clear assessment of the strengths, weaknesses, opportunities, and threats of the company whose stock is included in the
portfolio. The purpose of this is to ensure that you are approaching the financial analysis appropriately from a procedural perspective.
Portfolio Analysis. Research and analyze one stock using the portfolio strategy you identified in Milestone One and a risk-tolerance level appropriate to
the needs and return requirements of the client. Provide a financial analysis of this stock covering the associated risk, return, and tax implications. In
addition, you should provide a clear assessment of the strengths, weaknesses, opportunities, and threats of the company whose stock is included in the
portfolio. Also complete a ratio analysis of the stock and calculate the alpha for the stock. Use the capital asset pricing model (CAPM) to develop the
return for the equity security. Be sure to provide a well-supported rationale for why the security is included and how it aligns with client objectives,
including an assessment of any preferential factors the client might be concerned about such as market share, innovation, and sustainability practices.
Guidelines for Submission: Submit assignment as a 1- to 2-page Microsoft Word document with double spacing, 12-point Times New Roman font, one-inch
margins, and at least three sources, which should be cited according to APA style.
Your submission must be supported by a Microsoft Excel file to portray the
financial analysis.