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Compact case
Case
-
Reference no. 9B15E007
Subject category: Knowledge, Information and Communication Systems Management
Authors: Hubert Pun (Ivey Business School, Western University); Lana Rao (Author's Institution)
Published by: Ivey Publishing
Originally published in: 2015
Version: 2015-04-10
Length: 4 pages
Data source: Published sources
Topics: Simulation; Optimization; Statistical analysis; Bootstrapping; Canada; Management science
Share a link: https://casecent.re/p/128154
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Abstract

In December 2012, a young worker in Toronto wants to invest $50,000 savings. He needs to decide the equity portfolio that will result in the lowest risk at the best possible return on his investment. In particular, he is looking to invest in Wal-Mart, IBM, Apple, Chevron and Amazon, all large U.S. corporations that have weathered the recent economic crisis and show growth potential for the future. He remembers learning about using efficient frontiers to analyze stocks and decides to undertake an exhaustive analysis before deciding in which company to invest.
Location:
Canada
Industry:
Finance and insurance
Size:
Small
Other setting(s):
2013
Teaching note
-
Reference no. 8B15E007
Subject category: Knowledge, Information and Communication Systems Management
Authors: Hubert Pun (Ivey Business School, Western University); Lana Rao (Author's Institution)
Published by: Ivey Publishing
Originally published in: 2015
Version: 2015-04-10
Length: 11 pages
Data source: Published sources
View full details

About

Abstract

In December 2012, a young worker in Toronto wants to invest $50,000 savings. He needs to decide the equity portfolio that will result in the lowest risk at the best possible return on his investment. In particular, he is looking to invest in Wal-Mart, IBM, Apple, Chevron and Amazon, all large U.S. corporations that have weathered the recent economic crisis and show growth potential for the future. He remembers learning about using efficient frontiers to analyze stocks and decides to undertake an exhaustive analysis before deciding in which company to invest.

Settings

Location:
Canada
Industry:
Finance and insurance
Size:
Small
Other setting(s):
2013

Related

Teaching note
-
Reference no. 8B15E007
Subject category: Knowledge, Information and Communication Systems Management
Authors: Hubert Pun (Ivey Business School, Western University); Lana Rao (Author's Institution)
Published by: Ivey Publishing
Originally published in: 2015
Version: 2015-04-10
Length: 11 pages
Data source: Published sources
View full details