First, locate the financial statement (10 - K Annual Reporting) information for each company (listed below) that you will be investigating for your final project. Research stock and corporate bond...

First, locate the financial statement (10 - K Annual Reporting) information for each company (listed below) that you will be investigating for your final project.
Research stock and corporate bond holdings for the following companies:
Apple, Inc. (AAPL) 2018
Caterpillar (CAT) 2018
Consolidated Edison (ED) 2018
Northern Trust (NTRS) 2018
Macy's (M) 2018
Next, address the following:

• Calculate the rates of return for each of the securities listed in a table form with equations/calculations listed. Include industry benchmarks


• Include calculations for securities and bonds
  
  


• Once you have calculated the rates of return for these securities, briefly explain the risk/return relationship for each security.

Refer to the module resources and major indices to support your responses. Be sure to consider the key risk factors investors must observe when making their investments and also the time value of money concept and its relevance in the financial industry.

FIN 640 Module One Journal Guidelines and Rubric Time Value of Money and Risk and Return In this course, the journal will be used for reflection. Journal activities in this course are private between you and the instructor. Overview: For this journal, you will follow the objectives and securities of the several companies that you will be analyzing for your final Investments Analysis Report. You will need to consider the time value of money and risk/return trade-off for all asset classes in the portfolio. You will also calculate rates of return for each security and the portfolio and compare the performance using the S&P 500 as a benchmark. Prompt: First, locate the financial statement (10-K Annual Reporting) information for each company (listed below) that you will be investigating for your final project. This information can be found on each company’s website within the “About Us” section or at the bottom of the homepage under “Investors.” Research stock and corporate bond holdings for the following companies: Apple, Inc. (AAPL) Caterpillar (CAT) Consolidated Edison (ED) Northern Trust (NTRS) Macy’s (M) Next, in a 2- to 3-paragraph journal assignment, address the following:  Calculate the rates of return for each of the securities listed.  Once you have calculated the rates of return for these securities, briefly explain the risk/return relationship for each security. Refer to the module resources and major indices to support your responses. Be sure to consider the key risk factors investors must observe when making their investments and also the time value of money concept and its relevance in the financial industry. Rubric Guidelines for Submission: Submit assignment as a Word document with double spacing, 12-point Times New Roman font, and one-inch margins. Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value Rates of Return Calculates the rates of return for each of the securities listed Calculates the rates of return for each of the securities listed, but some calculations are inaccurate Does not calculate the rates of return for each of the securities listed 40 Risk/Return Explains the risk/return relationship for each of the securities listed Explains the risk/return relationship for each of the securities listed, but explanation is cursory or lacking in detail Does not explain the risk/return relationship for each of the securities listed 40 Articulation of Response Journal is free of errors in organization and grammar Journal contains errors of organization and grammar, but they are limited enough so that submission can be understood Journal contains errors of organization and grammar making the submission difficult to understand 20 Total 100%