Portfolio Analysis On Vanguard, Reynolds And Hasbro

Xiaoling Tang 1654 Aspen Ct. Apt 237 Kent, OH 44240 July 27, 2015 Ms. Sharpe 3737 Cascades Blvd #206 Kent, OH 44240 Dear Ms. Sharpe: RE: PORTFOLIO ANALYSIS ON VANGUARD, REYNOLDS AND HASBRO Investment decision is an intricate process that requires careful analysis of individual investment options available for continued profitability. Different financial analyses provide different perspectives. While ratio analysis of an individual company offers the financial health of that company, its comparison with other key investment opportunities may be limited when comparing across different industries. This analysis seeks to utilize a number of statistical and financial results emerging from the analysis of 5 years of data. The results will be analyzed and discussed per individual subheading used in the analysis to provide a broader picture. The mean of Vanguard is 0.57433 as compared to RJR and Hasbro whose means are significantly high at 1.87483333 and 1.18383. However, the standard deviations of the three variables indicate that Vanguard has the lowest standard deviation at 3.60171 as compared to 9.36645828 and 8.11583 for RJR and Hasbro respectively. The lowest standard deviation as in the case of Vanguard indicates that the data is more reliable and provides a more realistic data set than the other data sets. Thus, Vanguard provides the best investment opportunity. The median of the data may not provide a very accurate description of the variables although Vanguard’sShow MoreRelatedAlex Sharpe Client Letter Essay930 Words   |  4 Pagesto your current equity portfolio in the Vanguard 500 Index Fund. And you are interested in the Hasbro and Reynolds. So I have done some analysis on the possible combination of these stocks. First, I did a summary statistics of the three assets base on the latest five years’ worth of monthly returns for Vanguard Samp;P 500 Index Fund, R.J. Reynolds and Hasbro. Among those return data, the Vanguard has a maximum return of 34.46% and a minimum return of -10.14. The Reynolds has a maximum return ofRead MoreAlex Sharpes Portfolio Solution Essay1231 Words   |  5 PagesContext: Alex Sharpe currently invests her children’s educational savings in Vanguard 500 Index Fund, which tracks the performance of Samp;P 500 and is passively managed. However, she is now considering switching her investment strategy to a more active one to achieve better outcomes. Hasbro, a toy manufacturer, and Reynolds, a tobacco firm, have come into Sharpe’s sight and she wants to choose one of them and invest a small proportion of equity funds in it. In order to select a more appropriate