5-Year Stock Return Analysis
Budget: £10 – £20 GBP
I want someone to run a stock analysis over the last 5 years to determine yearly and total return using the parameters below.
1. Start of the year invest in top 10 highest beta stocks within the S&P 500 at the 1st January date . Allocating 10% of the portfolio to each stock.
2. Hold onto the selected stocks for the year.
3. At the start of the next year reweight the portfolio to have the new top 10 highest beta stocks, selling and holding where appropriate. Again using the beta from the 1st January.
Complete this for the last 5 years. To determine yearly return and total return.
1. Start of the year invest in top 10 highest beta stocks within the S&P 500 at the 1st January date . Allocating 10% of the portfolio to each stock.
2. Hold onto the selected stocks for the year.
3. At the start of the next year reweight the portfolio to have the new top 10 highest beta stocks, selling and holding where appropriate. Again using the beta from the 1st January.
Complete this for the last 5 years. To determine yearly return and total return.