Portfolio Research Paper

This is just a guideline to topics that could be part of your financial analysis.

Minimum discussion of topics should be ten to twelve pages in length. The paper should
be APA format. This should include table of contents, introduction, topic development,
conclusions, references, and appendix of all charts.

Topic Content

Mutual Funds
• Profitability (increase or decrease) of your 5 funds, based on a $100,000 start-
up fee.
• Top 10 holdings in your funds.
• Is it RRSP eligible/Start up amounts.
• Description of your mutual funds (fund sector)/Classification.
- Large Cap vs. Small Cap
- Money Market Fund
- Bond Fund
- Dividend Fund
- Equity Fund
- Specialty Fund
- International Fund
- Ethical Fund
• Risk/reward of your investment/Volatility
• Rating/ Expert Opinion
• Past Returns
• Fund Objective
• Management Fees

Stocks/Bonds
• Profitability based on original investment.
• Risk/Beta/Reward of your Investment
• Company History
• Classification
• Dividends
• What is the company core business?
• Company News/Impact on Stock Price.
• Relevant Ratios.

The goal of your paper should be on the risk/reward factors of your choices. What factors
would you consider, how would you research if you were really purchasing securities.
The conclusion of your paper should also look at other investing alternatives, what
would you invest future resources in – how would you spend a $100,000 if you had it.