based on the file write a paper analyzing my portfolio to date. My paper should include:
INTRODUCTION: Indicate that your team is a portfolio management firm and identify the individual client you are addressing.
PORTFOLIO ANALYSIS: In two paragraphs, discuss the performance of your portfolio against the S&P500 or some other benchmark. Provide a nice, elegant table of all stocks being held in the client’s portfolio?
OVERALL PERFORMANCE: What was the best performing stock in your portfolio? What was the worst performing security in your portfolio?
ASSESSMENT: What securities are you suggesting to sell or purchase for your client next week?