Strategic Analysis of Stocks and ETFs: Maximizing Returns through Informed Strategic investment analysis assignment Decisions

Question

Task: How can investors maximize returns by strategically analyzing stocks and ETFs?

Answer

Part 1: Stocks and ETFs Analysis

1st Question: Table for 3 Stocks and 2 ETFs

Stock/ETF	Symbol	Market Value	Average Price Paid	Quantity	Last Price	Profit/Loss
Apple	AAPL	$17,300	$170.06	100	$173	+$294
Google	GOOG	$14,434	$133.34	100	$144.34	+$1,100
TSLA	16250	181.47	100	162.5	-1897	TSLA
ETF 1	ONEQ	$6,357	$62.65	100	$63.57	+$92
ETF 2	QQQM	$18,081	$178.82	100	$180.81	+$199

2nd Question: Analysis of Apple Inc. (AAPL)

Overview:

Apple's market execution mirrors a positive direction, clear from its on-going business sector worth of $17,300. Quite, the typical cost paid for Apple stock stands at $170.06, with the last recorded cost at $173. This suggests overall revenue of $294, featuring the ideal returns earned from the interest in Apple. Such reliable development highlights the strength of Apple's market position and financial backer trust in its future possibilities.

Recent Performance:

Of late, Apple's stock has displayed an essential vertical bearing, decisive of its good execution keeping watch. This positive progress can be essentially credited to extraordinary market feeling towards the association, joined with its vital thing bargains. Financial allies' trust in Apple's creative limit and its persevering through situation as an envoy in the improvement locale has besides animated this vertical plan (Jin, 2023). Such upheld monetary benefactor completely pure intentions features Apple's solidarity and its ability to convey regard, developing its status as a monumental player in the reliably creating tech scene dependably.

Financial Health:

Apple shows solid areas for an establishment depicted by reliable compensation improvement and liberal for the most part wages. This cash related relentlessness is maintained by Mac's different thing portfolio, including notorious contraptions like the iPhone, iPad, and Macintosh, as well as imaginative associations like Mac Music and iCloud. The companies’ ability to offer attractive wages has enabled it to enhance creativity and propel & drive development. Apple's ability to reinvest its profits in to upcoming assets highlights its fortitude and ability to flourish in the midst of dynamic financial conditions. Spreading out its Strategic investment analysis assignments has an major effect on brand investors which also has a direct effect on brand development and growth (Ho & Huang, 2021).

Market Position:

Apple's market position within the tech industry is unequivocal, driven by its brand reliability. Factors such as equipment, software, and associations help Apple distinguish its brand from competitors. The brans offer buyers a strikingly clear client experience unmatched by contenders. Apple's positive brand image, featured by its commitment to quality and trustworthiness has helped the brand be distinguished as a leader in the industry. The brand commitment to creativity has ensures consistent customer satisfaction which has led to unparalleled brand reputation that helps supports Apple fortify its consumers as a forerunner in the tech industry.

Future Outlook:

Looking forward, Apple's future viewpoint shows up brilliant, highlighted by promising development possibilities in developing business sectors and expected gains from forthcoming item delivers. The organization's introduction to blossoming areas like wearable’s, medical services, and expanded reality signals possible roads for income broadening and development. Besides, Apple's unfaltering obligation to supportability and corporate obligation resounds with advancing buyer inclinations as well as reinforces its image honesty. By remaining sensitive to showcase patterns, embracing development, and sticking to moral strategic policies, Apple is ready to support its vertical direction and harden its situation as a main power in the innovation area.

Strategic investment analysis assignment Plan:

Analysis Tools Used:

MACD (Moving Average Convergence Divergence): The MACD (Moving Average Convergence Divergence) is a famous oscillator that has been calibrated with changed settings of (26, 52, and 9). This change means to smooth out the sign result, which reduced the number of signals created. Thusly, the MACD turns into a more exact device for dealers, working with further developed section and leave levels inside the market.

Linear Regression Channel:

The Linear Regression Channel is used with length settings traversing 100 bars. This insightful indicator empowers dealers to recognize and assess patterns with more accuracy. By including a bigger dataset, the Linear Regression offers knowledge into the general direction of the assets. Accordingly, investors can use this data to make more informed choices in regards to their Strategic investment analysis assignment plans, subsequently upgrading their capacity to really explore the equity market and make the highest returns on Strategic investment analysis assignment over the shortest periods of time (Horák & Kaisler, 2022).

Strategic investment analysis assignment Strategy:

Entry Analysis:

Securities exchange Section investigation includes an exhaustive assessment of Apple's stock development, principally zeroing in on day to day and week by week outlines. The goal is to learn the stock's position comparative with the straight relapse channel, a basic sign of cost patterns. In a perfect world, the resource cost ought to live beneath the direct relapse line, connoting expected undervaluation, and nearer to the subsequent deviation level. This essential situating demonstrates a positive section point, as it recommends that the stock might be ready for an inversion or up development in the close to term. By carefully breaking down these key measurements, financial backers can really time their entrance into the market, amplifying their true capacity for benefit while limiting gamble openness (Ekapure, Jiruwala, Patnaik, & SenGupta, 2021).

Accumulation Levels:

Identifying accumulation levels assume a critical part in streamlining Strategic investment analysis assignment plan, especially with regards to Apple's stock. With Apple's on-going stock cost remaining at $172.5 and the straight relapse second deviation level situated at $160, financial backers have a sharp eye on possible open doors for collection. In this situation, assuming the resource value was to decline to $165, an extra amount of 100 offers would be decisively procured. This approach expects to average down the cost paid per share, relieving the effect of transient cost variances and improving the general expense premise of the venture. By profiting by such aggregation open doors, financial backers can support their situation in Apple's stock and possibly boost returns over the long haul.

Profit Booking:

Benefit booking will be set at the focal straight relapse level. Half of the resource benefits will be reserved when the value reaches or crosses over the everyday direct relapse first deviation level ($183.5), with reStrategic investment analysis assignment or gathering done when the value gets back to the subsequent deviation level. The excess benefits will be reserved when the cost crosses over the subsequent deviation level ($208).

Projected Profits:

Projected benefits act as a directing measurement for financial backers, offering bits of knowledge into potential returns in view of vital section focuses and market elements. With the subsequent deviation lower and upper levels varying by roughly 20%, a passage at these predetermined levels can return a base benefit of 15% per wave. Each wave normally ranges around 100 exchanging days, meaning roughly two exchanging waves each year. Thus, financial backers can expect a normal benefit return going from 30% to 35% every year. This projection highlights the viability of key venture arranging and features the potential for hearty returns over the long haul (Kaponda, 2020).

Market Analysis:

In the midst of the on-going business sector situation, Apple's stock cost is going through a retracement stage, offering financial backers a positive chance to procure shares at limited costs. The descending force has all the earmarks of being decelerating, a pattern verified by signals from the MACD marker, alluding to an expected inversion towards a vertical direction in the up and coming weeks. Besides, the nearness of Apple's exchanging position to the lower second deviation level, as demonstrated by the straight relapse examination, recommends a conceivable inversion back to the focal level or even past. This juncture of market pointers implies a promising standpoint for Apple's stock, inciting financial backers to consider vital passage focuses for possible increases.

Part 2: ETF Analysis

3rd Question: Analysis of Invesco QQQ Trust (QQQM)

Overview:

Invesco QQQ Trust (QQQM) arises as areas of strength for an in the market scene, ordering a vigorous market worth of $18,081. The speculation venture for partners has been strikingly fulfilling, confirmed by a normal value followed through on of $178.82 and an on-going cost remaining at $180.81. This asset returns a benefit of $199, highlighting QQQM's ability to produce good returns for financial backers. Such certain exhibition highlights the ETF's strength and capacity to gain by market open doors, insisting its allure as an appealing venture road for those looking for development potential inside the tech area (Leung & Zhao, 2021).

Holdings:

Invesco QQQ Trust (QQQM) gloats an important portfolio containing prominent property like Apple, Google, and other huge tech components. This separated variety of assets outfits monetary supporters with an extraordinary opportunity to make the most of the improvement potential natural in the development region. By recalling driving tech beasts for its assets, QQQM offers monetary supporters a total depiction of the business' show, allowing them to benefit from the total advancement of top players. This fundamental strategy improves risk as well as positions monetary benefactors to profit from the turn of events and market strength displayed by these famous tech associations, chasing after QQQM a connecting with adventure choice for those searching for receptiveness to the remarkable tech scene.

Performance:

Invesco QQQ Trust (QQQM) has shown astonishing execution estimations, mirroring the advancements of the NASDAQ-100 Record eagerly. This association includes QQQM's expertise in conveying strong re-appearances of its monetary patrons. The ETF's consistent show features its solidarity and highlights the improvement potential natural in the development region. Such strong execution estimations set QQQM's circumstance as an appealing endeavor street for those enthused about profiting from the dynamic and imaginative nature of the tech business. By agreeing with the record's show, QQQM offers monetary patrons a direct and reliable vehicle to get to the remunerating open entryways present inside the tech region (Khomyn, Putni?š, & Zoican, 2020 ).

Sector Exposure:

Invesco QQQ Trust (QQQM) keeps a basic highlight on the development region inside its portfolio creation, a fundamental conveyance that plays had a critical effect in driving its show. This cognizant focus on the tech region enables monetary supporters to harness the noteworthy power of progression and digitalization floats that portray the business. By putting into QQQM, people gain openness to a particularly broadened affirmation of tech stocks, orchestrating themselves to exploit the long improvement possibilities and potential for capital appreciation inside this extraordinary area. QQQM's profound weighting towards advancement features its commitment to getting the beneficial entryways natural in this reliably creating and improvement driven scene, settling on it a charming decision for monetary sponsor searching for receptiveness to the extreme front line of mechanical progress (Andrii, Maryna, & Mariana., 2020).

Outlook:

The future outlook for Invesco QQQ Trust (QQQM) appears to be encouraging, depicted by a positive heading and continued with improvement anticipated inside the development region. The continuous influx of development and the speeding up speed of digitalization are supposed to fuel further progressions, introducing worthwhile open doors for financial backers. Given QQQM's strong execution history and its essential accentuation on the tech area, it stands ready to benefit from these developing patterns successfully. With its deep rooted presence on the lookout and openness to high-potential tech organizations, QQQM is prepared to convey good re-visitations of financial backers soon, certifying its status as a convincing venture choice inside the tech-driven scene.

Strategic investment analysis assignment Plan:

Analysis Tools Used:

MACD (Moving Average Convergence Divergence):

The MACD (Moving Average Convergence Divergence) stands conspicuous, with its settings fastidiously custom fitted to (26, 52, 9) to calibrate passage, gathering, and leave levels. By utilizing these adjustments, the MACD actually distinguishes vital section focuses, works with informed gathering choices, and empowers ideal ways out, subsequently improving generally speaking portfolio the executives.

Linear Regression Channel:

The Linear Regression Channel, designed with length settings of 100 bars, offers significant experiences into cost development patterns. This instrument gives a powerful structure to investigating long haul patterns, empowering financial backers to recognize key examples and pursue information driven venture choices with certainty. Together, the MACD and Linear Regression Channel act as irreplaceable resources in exploring the intricacies of the monetary business sectors, enabling financial backers to profit by rewarding open doors while alleviating risk (Büßemeyer, Limberger, Scheibel, & Döllner, 2021).

Strategic investment analysis assignment Strategy:

Entry Analysis:

During the time spent passage investigation for Invesco QQQ Trust (QQQM), an intensive assessment of its development on both every day and week after week outlines is led. This investigation expects to discover QQQM's current position concerning the direct relapse channel. In a perfect world, the resource's cost ought to dwell underneath the straight relapse and be in vicinity to the subsequent deviation level. Such situating fills in as a vital sign of a positive passage point, giving financial backers important knowledge into expected open doors for gaining by the ETF's exhibition inside the market.

Accumulation Levels:

In evaluating gathering levels for Invesco QQQ Trust (QQQM), it's urgent to take note of the on-going cost remaining at $178.5 and the direct relapse's subsequent deviation level at $176. In case of the resource value dropping to $176, financial backers are encouraged to consider collecting shares, possibly adding an additional amount of 100 offers. This essential move expects to below average cost paid per share, consequently upgrading the general expense premise of the speculation and situating financial backers well for likely gains from here on out (Duarte, 2023).

Profit Booking:

In the benefit booking methodology for Invesco QQQ Trust (QQQM), booking benefits is planned at the focal straight relapse level. Half of the resource benefits are reserved for booking once the value outperforms or arrives at the day to day direct relapse first deviation level ($185). The leftover benefits are scheduled for booking when the cost surpasses the subsequent deviation level ($195). ReStrategic investment analysis assignment or gathering of benefits is dependent upon the resource value backtracking to the subsequent deviation level, guaranteeing an essential way to deal with streamlining returns and exploiting positive economic situations.

Projected Profits:

In light of the extended benefits for Invesco QQQ Trust (QQQM), the rough 10% contrast between the subsequent deviation lower and upper levels demonstrates an expected least benefit of 7.5% per wave with section at determined levels. Each wave commonly ranges around 100 exchanging days, meaning an expected two exchanging waves yearly. Hence, financial backers can expect a normal benefit return going from 15% to 20% every year, highlighting the potential for significant returns throughout the span of a year. This projection features the engaging quality of QQQM as a speculation choice for those looking for good returns inside the tech area.

Market Analysis:

In the on-going business sector examination, Invesco QQQ Trust (QQQM) is encountering a retracement in its stock cost, offering financial backers a convenient chance to get shares at marked down costs. Remarkably, the downtrend is showing indications of debilitating, as proven by the MACD marker, alluding to an impending inversion towards a vertical direction. Moreover, QQQM's closeness to the lower second deviation level, according to the straight relapse examination, proposes an expected inversion back to the focal level or higher. This combination of market pointers shows an uplifting perspective for QQQM, underlining the potential for worthwhile speculation possibilities in the short term. Financial backers stand to profit from exploiting this ideal second to situate themselves for possible additions (Brown, Davies, & Ringgenberg, 2021).

Summary

After performing a complete examination of individual stocks like Apple, Google, and Meta, close by the ETFs QQQM and ONEQ, it becomes obvious that ETFs will generally offer a more noteworthy level of solidness contrasted with individual stocks, yet with possibly lower profits from speculation. Be that as it may, both resource types require careful assessment to discover their on-going wave pattern. This investigation works with vital speculation choices pointed toward gaining resources at perfect sticker costs, accordingly limiting the time expected to return benefits on the venture. While individual stocks like Apple and Google present open doors for more significant yields inferable from their development potential and market strength, ETFs, for example, QQQM and ONEQ proposition differentiated openness across various stocks, moderating dangers related with individual stock instability. Subsequently, financial backers should gauge the compromises among security and potential returns while making their venture methodologies, utilizing exhaustive examination to advance speculation choices in both individual stocks and ETFs.

Bibliography

Andrii, K., Maryna, N., & Mariana., K. (2020). Complex Risk Analysis of Investing in Agriculture ETFs. International Journal of Industrial Engineering & Production Research, 31(4), 579-586 retrieved from https://ijiepr.iust.ac.ir/article-1-1132-fa.pdf.

Brown, D., Davies, S., & Ringgenberg, M. (2021). ETF arbitrage, non-fundamental demand, and return predictability. Review of Finance, 25(4), 937-972 retrieved from https://watermark.silverchair.com/rfaa027.pdf?token=AQECAHi208BE49Ooan9kkhW_Ercy7Dm3ZL_9Cf3qfKAc485ysgAAA0owggNGBgkqhkiG9w0BBwagggM3MIIDMwIBADCCAywGCSqGSIb3DQEHATAeBglghkgBZQMEAS4wEQQMh-DvT8u_qbqLc84FAgEQgIIC_ac1JtVC0HyhkzVlrmgsAS0p.

Büßemeyer, M., Limberger, D., Scheibel, W., & Döllner, J. (2021). Interactive Simulation and Visualization ofLong-Term, ETF-based Strategic investment analysis assignment Strategies. Proceedings of the 14th International Symposium on Visual Information Communication and Interaction, 1-5 retrieved from https://dl.acm.org/doi/pdf/10.1145/3481549.3481568.

Duarte, J. (2023). Strategic investment analysis assignment policy statement: an ETF-based approach. Doctoral dissertation, Instituto Superior de Economia e Gestão, 1-56 retrieved from https://www.repository.utl.pt/bitstream/10400.5/28152/1/DM-JPPD-2023.pdf.

Ekapure, S., Jiruwala, N., Patnaik, S., & SenGupta, I. (2021). A data-science-driven short-term analysis of Amazon, Apple, Google, and Microsoft stocks. arXiv preprint arXiv:2107. 14695., retrieved from https://arxiv.org/pdf/2107.14695.pdf.

Ho, T., & Huang, Y. (2021). Stock price movement prediction using sentiment analysis and CandleStick chart representation. MDPI Journals, 21(23), 7957 retrieved from https://www.mdpi.com/1424-8220/21/23/7957.

Horák, J., & Kaisler, D. (2022). Evaluation of development of Apple Inc. stock price time series. SHS Web of Conferences, EDP Sciences, 132, 1012 retrieved from https://www.shs-conferences.org/articles/shsconf/pdf/2022/02/shsconf_ies2021_01012.pdf.

Jin, Y. (2023). Stock Price Analysis and Prediction Method Based on Machine Learning: Taking Apple Inc as an Example. Highlights in Business, Economics and Management, 21, 652-658 retrieved from https://drpress.org/ojs/index.php/HBEM/article/view/14720/14271.

Kaponda, K. (2020). Optimization of Profits by Benchmarking Supply Chain Costs-A Case for Apple Computers Incorporated. Doctorate in Business Administration (DBA, 1-30 retrieved from https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3609113.

Khomyn, M., Putni?š, T., & Zoican, M. (2020 ). The value of ETF liquidity. European Finance Association, 1-175 retrieved from https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3561531.

Leung, T., & Zhao, T. (2021). Multiscale decomposition and spectral analysis of sector ETF price dynamics. Journal of Risk and Financial Management, 14(10), 464 retrieved https://www.mdpi.com/1911-8074/14/10/464/pdf?version=1634553624.