7-1 Final Project Milestone Three: Portfolio Performance Analysis

For this last milestone, you will first complete your portfolio by comparing the risk/return trade-off on the investments you are compiling. Then, as part of the beginning of your executive summary, you will describe how your investments performed on both an absolute and a relative basis. You will also assess investment performance for the seven securities by calculating the portfolio’s overall investment performance and briefly note how each security contributed to the portfolio’s performance. To complete this assignment, review the Milestone Three Guidelines and Rubric document.For the next assignment, please put your write-up in sections (with #s as shown in the milestone guidelines) and use section headings — specially the ones mentioned in the milestone guidelines. That will ensure you don’t miss out on any part. If needed, read again and again so you address what is asked for. I also uploaded my milestone two. That may be helpful to u to finish three.

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