I need a statistical analyzer
Budget: €30 – €250 EUR
Analysis of the total return on the S&P500 since 1950 based on the following investment profile:
- investment strategy: investing in the top 10 stocks on the S&P on a weighted average basis (calculated based on the market cap of the relevant stock vs the market cap of the S&P500 and then rebased across the 10 stocks).
- assume above calculation is re-run every quarter (the Quarterly Portfolio).
- assume every calendar year that $12,000 is available to invest.
- assume that every quarter that $12,000 is re-allocated across the Quarterly Portfolio (allocation is rounded up to the nearest whole share for each stock. To the extent there is excess cash available, it is re-allocated to the next stock on the list).
- assume that the $1,000 is invested every month and applied to the top stock until the target stock holding position for that quarter is achieved, after which the next stock is purchased and so on).
- assume no stocks are ever sold.
- adjustments to be made for stock splits.
- $ amount to be adjusted to relevant investment period (ie starting dollar amount will be the then present value of $12,000 in 1959).
Outputs required:
- Calculation of total return over the relevant period
- Excel spreadsheet showing workings
- Relevant supporting materials used to derive calculations
- investment strategy: investing in the top 10 stocks on the S&P on a weighted average basis (calculated based on the market cap of the relevant stock vs the market cap of the S&P500 and then rebased across the 10 stocks).
- assume above calculation is re-run every quarter (the Quarterly Portfolio).
- assume every calendar year that $12,000 is available to invest.
- assume that every quarter that $12,000 is re-allocated across the Quarterly Portfolio (allocation is rounded up to the nearest whole share for each stock. To the extent there is excess cash available, it is re-allocated to the next stock on the list).
- assume that the $1,000 is invested every month and applied to the top stock until the target stock holding position for that quarter is achieved, after which the next stock is purchased and so on).
- assume no stocks are ever sold.
- adjustments to be made for stock splits.
- $ amount to be adjusted to relevant investment period (ie starting dollar amount will be the then present value of $12,000 in 1959).
Outputs required:
- Calculation of total return over the relevant period
- Excel spreadsheet showing workings
- Relevant supporting materials used to derive calculations