FIN 660 Diversified Risk Stock Portfolio

The portfolio includes stocks from large cap corporations that represent different industries:

1. Caterpillar

2. General Motors

3. Apple

4. IBM

5. Walmart

6. Target

7. Exxon Mobil

Stock prices were obtained from Yahoo Finance, and they cover a 5-year period. The

annual growth rates were calculated based on September 1st prices. Total 5-year return was

calculated using geometric mean.


Stock prices
Date CAT GM AAPL IBM WMT TGT XOM
Sep 01, 2021 196.82 52.23 146.92 137.49 143.17 241.44 57.59
Sep 01, 2020 146.01 29.59 115.07 115.71 137.77 155.18 32.00
Sep 01, 2019 119.83 36.27 55.09 131.75 114.85 103.11 61.68
Sep 01, 2018 140.89 31.25 54.68 130.61 88.99 82.26 71.01
Sep 01, 2017 112.74 36.08 36.77 120.22 72.34 53.14 65.81
Sep 01, 2016 77.69 27.17 26.51 126.83 64.90 59.45 67.52

Returns
Date CAT GM AAPL IBM WMT TGT XOM
2020-2021 34.80% 76.51% 27.68% 18.82% 3.92% 55.59% 79.97%
2019-2020 21.85% -18.42% 108.88% -12.17% 19.96% 50.50% -48.12%
2018-2019 -14.95% 16.06% 0.75% 0.87% 29.06% 25.35% -13.14%
2017-2018 24.97% -13.39% 48.71% 8.64% 23.02% 54.80% 7.90%
2016-2017 45.12% 32.79% 38.70% -5.21% 11.46% -10.61% -2.53%

Geometric 5-year returns
CAT GM AAPL IBM WMT TGT XOM
20.43% 13.96% 40.84% 1.63% 17.14% 32.35% -3.13%