I'll add more projects that I have been working for past 12 months, Most of the projects either I practiced or client projects. I upload it if my client doesn't have any objection about it. Introduction about The Project In a fast moving world, everybody busy with the work or business. A human cannot focus multiple things at one time. Even if we do, It wont be as efficient as focusing one particular task. Everybody wants to create wealth, But they cant find time to do the analysis to make the investment decisions. Thats where we are stepping in and helping our clients to give suggestions to make investment decision.
Wealth Creation In the process of creating wealth, we should have a goal, And We need to ask few basic question.
Like, which domain we would like to invest in? In this case, We chose the stock market. How much we are ready to invest in? How much returns we are expecting from our portfolio? What is the risk percentage of our stocks?
So, In this project, We are choosing stocks from S&P 500 index. We chose 5 Industry sectors like,
1.Travel/Aviation/Hospitality 2.Banking/Financial Services and Insurance 3.Pharmaceuticals/Healthcare/Life Sciences 4.Technology/IT
And, We chose 6 stocks from each industry. Using these we need to create stock portfolio according to client needs.
About our Client We are asked to give stock porfolio suggestions for two clients. We need to understand our clients investment preferences and persona.
Mr. Peter Jyengar. He is a running a business named 'Jyengar Water Works'(JWW). He is a successful entrepreneur.
Financial Situation: He is planning to invest on 1 million dollar. 500K dollars in a magazine name naturo for minority stake. The remaining 500K dollars into a low risk equities.
Investing Style: He is always been a conservative investor. He always look for low risk investment oppurtunities.
Goal: He expects a stock portfolio to doubling his capital with less risk in 5 years time. 500K Dollars --> 1 Million Dollars
Mr.Patrick Jyengar. He is son of Mr.Peter Jyengar, Inheritor, Risk-Taker, He is aggressive in expanding his Production & Marketing efforts.
Financial Situation: He is planning to invest 1 million dollar. He is financially secure given by the successful business by his father.
Investing Style: High risk taker - Aggressive because of that he believes he can still have time to bounce back incase of any occasional losses.
Goal: Expecting High returns within 5 years time for inorganic growth of JWW.
So yeah, Our we are going to analyse the stocks past 5 year close prices. Most Importantly, We are going to calculate some metrics like,
Normalised Prices Relative Strength Daily Returns Mean Standard Deviation (Risk) Annualised Return Annualised Risk Cumulative return Sharpe ratio And Mostly importantly suggesting portfolio to our clients.
Okay, Lets do the real work. before we start, Lets import the necessary libraries.