FIN6466CBE Section 01CBE Financial Analysis and Decision-Making (11 Weeks) – CBE
Online Course – 2022 Fall Quarter
Deliverable 4 – Portfolio Assessment Analysis
Deliverable 4 – Portfolio Assessment Analysis
Assignment Content
1.
Competency
Appraise organizational investments to maximize returns and minimize risk.
Student Success Criteria
View the grading rubric for this deliverable by selecting the (is item is graded with a rubric¬ink, which is located in the Details & Information pane.
Scenario
You work at Johnson & Johnson in the Accounting & Finance Department. You recently got
promoted to CFO. Upon stepping into your new role, you have decided to clean your new office
and remove what is not needed. You come across a financial proposal that the previous CFO was
working on to purchase or merge with Bayer Pharmaceuticals. You know this is your major
competitor which makes you wonder if the old CFO may have been on to the next profitable
move. You decide to look at Johnson & Johnsonàcurrent portfolio to decide if this would be an
investment that would maximize the companyàreturns and minimize the companyàportfolio
risk even more.
Instructions
o
o
o
o
Using Microsoft Word, create a portfolio analysis that addresses the following:
Explain how current investments have made Johnson and Johnson successful
Analyze Johnson & Johnsonàportfolio as a whole to include price-to-earnings ratio, dividend
yield, and earnings per share compared against a major stock market index.
Critique each industry holding as a stand alone
Evaluate Johnson and Johnsonàrisk level from their current Beta.
NOTE – Be sure the portfolio analysis displays proper grammar, spelling, punctuation, and
sentence structure.

Purchase answer to see full
attachment