Investment Portfolio Analysis
Constructed a diversified $10,000 simulated equity portfolio across 4 positions (AAPL, NVDA, JPM, TSLA) and 3 sectors, targeting a weighted average expected return of 14.2%. Conducted fundamental financial analysis for each holding including revenue growth trends, net margins, P/E ratios, and beta — identifying each stock's strategic role in the portfolio. Evaluated systematic and idiosyncratic risk factors; assessed portfolio beta of 1.58 and modeled downside exposure in a severe market drawdown scenario. Projected portfolio performance across bear, base, and bull scenarios; base case yielded +14.5% total return over a 1–3 year horizon. Delivered findings in a professional PDF report and Excel model with full position-level breakdown and scenario analysis.