Investment Decisions Using Investment Strategy and Philosophy Essay

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Total Length: 912 words ( 3 double-spaced pages)

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Using Investment Philosophy and Strategy to Make Investment Decisions

1. Which investments did you chose?

The portfolio requires a mix of United States companies and foreign companies. The three investment that I chose consist of China Life Insurance, Proctor & Gamble, and Wells Fargo. The following is a portfolio that delineates all the pertinent information of the investments:

Stock

Symbol

Cost/Share

Purchase Price

Number of Shares

Total Cost

Gain

Transaction Costs

Total Costs

Proctor & Gamble Company

PG

$ 87.58

$ 86.95

1,600

$ 139,120.00

$ 1,008.00

$ 347.80

$ 139,467.80

Wells Fargo & Company

WFC

$ 54.26

$ 53.50

1,700

$ 90,950.00

$ 1,292.00

$ 227.38

$ 91,177.38

China Life Insurance

LFC

$ 17.41

$ 17.24

7,000

$ 120,680.00

$ 1,190.00

$ 301.70

$ 120,981.70

In total, the investment of these three stocks will amount to $351,626.88 with the rest of the funds being set aside for future investments.

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The following are eight financial ratios and other measures for analyzing the three investments in the portfolio. These financial ratios are based on the company’s most recent financial quarter ending June 2017.

Financial Ratio

Wells Fargo & Company

China Insurance Company

Proctor & Gamble

Profit Margin

 This ratio indicates the profitability of a company with respect to generating revenue. Profit margin = net profit / sales

24.86%

3.45%

23.56%

Operating Margin

This ratio indicates the company’s level of efficiency in its business operations as well as power in its pricing.

Operating profit margin = Operating Profit / Net Sales

38.32%

5.91%

22.57%

Return on Assets

 This profitability ratio indicates the returns generated by a firm from utilizing its total assets

1.10%

0.82%

7.41%

Return on Equity

This profitability ratio indicates the return that stakeholders obtain from the business and general earnings

10.40%

6.92%

17.92%

Revenue per Share

 This is the revenue amount for every single.....

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