You will have a spending budget of $10,000 to be purchased in units of $1000 par value (include commission
cost). Before you purchase and record your purchased bonds you will need to complete the following steps.
In your Building Your Bond Portfolio paper,
Develop a company profile sheet or fact sheet for each company you have selected.
Analyze your selected bond companies’ fundamentals, which should include a summary of the companies’
qualitative and quantitative data. This should also include supporting data justifying your companies’ selection.
Additionally,
Create a tracking spreadsheet or table for your purchases.
Develop a holding return calculations table for your purchases.
Summarize companies’ peer-group analysis, year-end comparison, annual financial highlights, news events,
and ratio analysis.
Discuss how this portion of your portfolio will help you meet your financial goals.
Compare, briefly, each of your selected bonds in terms of the provisions dealing with denomination,
registration, callability, convertibility, sinking fund, security, additional debt, rights on default, and indenture
modification. Indicate wh
