Overview: In the first milestone, you prepared a client analysis. In this milestone, you will create the stock analysis and portfolio development sections of your final project.
Your client analysis should be a 3- to 5-page Microsoft Word document, double spaced, with 12-pt. Times New Roman font, one-inch margins, and citations cited in APA format. Note that your submission may be longer than 6 pages as work must be shown for all calculations. You may use and upload an Excel workbook to show your calculations. In your written paper, if you are referring to data that is found within an uploaded Excel workbook, be sure to include a citationâ€”for example, â€œthe portfolioâ€™s expected return is 7.2% (E64, Sheet1, WB1),â€ where E64 is the cell that the calculation took place in, Sheet1 is the tab, and WB1 is designating the name of your file. This ensures that your instructor can quickly and accurately check data entry, formula use, and financial calculations