{"id":15519,"date":"2023-04-18T21:45:23","date_gmt":"2023-04-18T21:45:23","guid":{"rendered":"https:\/\/www.goodacademic.com\/blog\/questions\/you-will-be-using-descriptive-statistics-to-analyze-an-equity-traded-fund-etf-using-microsoft-excel-you-must-incorporate-economic-theory-and-financial-indicators-in-your-analysis\/"},"modified":"2023-04-18T21:45:23","modified_gmt":"2023-04-18T21:45:23","slug":"you-will-be-using-descriptive-statistics-to-analyze-an-equity-traded-fund-etf-using-microsoft-excel-you-must-incorporate-economic-theory-and-financial-indicators-in-your-analysis","status":"publish","type":"questions","link":"https:\/\/www.goodacademic.com\/blog\/questions\/you-will-be-using-descriptive-statistics-to-analyze-an-equity-traded-fund-etf-using-microsoft-excel-you-must-incorporate-economic-theory-and-financial-indicators-in-your-analysis\/","title":{"rendered":"You will be using descriptive statistics to analyze an equity traded fund (ETF) using Microsoft Excel. You must incorporate economic theory and financial indicators in your analysis."},"content":{"rendered":"

You will be using descriptive statistics to analyze an equity traded fund (ETF) using Microsoft<\/p>\n

Excel. You must incorporate economic theory and financial indicators in your analysis.\n<\/div>\n
\u2022 You must collect your data from the FRED (https:\/\/fred.stlouisfed.org\/) and\n<\/div>\n
yahoo.finance.com.\n<\/div>\n
\u2022 The paper must contain between 1200-1700 words\n<\/div>\n
\u2022 Use at least 5 references to support your economic theory (highlight economic theory)\n<\/div>\n
\u2022 Include a works cited page for your references (MLA format).\n<\/div>\n
\u2022 Your assignment must be divided into three parts.\n<\/div>\n
\u2022 Round your results to two decimal places when possible. If not, explain why.\n<\/div>\n
\u2022 Use at least 30 observations for each variable.\n<\/div>\n
\u2022 Your variables must be in the same format (i.e., Month, Quarter, Year)\n<\/div>\n
\u2022 You must analyze your results.\n<\/div>\n
\u2022 Compute, analyze, and explain the following results from your data.\n<\/div>\n
Your paper must include the following sections:\n<\/div>\n
Part I: Introduce your thesis, including an economic background for your ETF. What makes this\n<\/div>\n
ETF important in today\u2019s market?\n<\/div>\n
Your economic background must include theory derived from any undergraduate economics\n<\/div>\n
course (i.e. A decrease in the marginal propensity to consume (MPC) could lead to a decrease in\n<\/div>\n
consumer discretionary).\n<\/div>\n
Part II: Present and analyze your results using one year of data, include the following:\n<\/div>\n
a. Describe the data visually and explain why you chose a certain type of chart to present\n<\/div>\n
the data from the economic indicator and how it relates to the ETF you chose (line\n<\/div>\n
chart, bar chart, pie chart, scatterplot, or other).\n<\/div>\n
b. Complete a measure of center test for the ETF (mean, median, mode, trimmed mean)\n<\/div>\n
c. Complete a measure of variability for the ETF (range, variance, standard deviation, mean\n<\/div>\n
absolute deviation)\n<\/div>\n
d. Divide the ETF holdings by a financial metric (i.e. Price-to-Earnings ratio) into quartiles.\n<\/div>\n
Explain how this metric will help us analyze the data.\n<\/div>\n
e. Find the covariance between two stocks in your ETF and calculate the correlation.\n<\/div>\n
f. Find of skewness and kurtosis of the two stocks in the ETF.\n<\/div>\n
Part III: Summarize and draw any conclusions on the topic.\n<\/div>\n
a. What can we say about the correlation or lack of correlation between the two\n<\/div>\n
companies in the ETF?\n<\/div>\n
b. What does the financial metric say about the ETF?\n<\/div>\n
c. Did the ETF underperform or outperform the SP500? (price return, total return, returnto-risk)\n<\/div>\n
\u2022 The paper must be submitted as a .PDF file in Blackboard>Project>Turnitin\n<\/div>\n
\u2022 Double space your paper\n<\/div>\n
\u2022 No late submissions will be accepted for any reason, including technical, personal, or other\n<\/div>\n
\u2022 Your paper must be your original work. If it is not, you will automatically fail the assignment.\n<\/div>\n
\u2022 You may not submit work you have presented in other courses (I will use Turnitin software\n<\/div>\n
to test the originality of your paper). If you submit plagiarized work, you will fail the\n<\/div>\n
assignment\n<\/div>\n
\u2022 No late submissions will be accepted for any reason. See course calendar for due date\n<\/div>\n
\u2022 Paper grades will only be transferred to Blackboard after the \u201cgraded by\u201d date. See course\n<\/div>\n
calendar<\/div>\n","protected":false},"excerpt":{"rendered":"

You will be using descriptive statistics to analyze an equity traded fund (ETF) using Microsoft Excel. You must incorporate economic theory and financial indicators in your analysis. \u2022 You must collect your data from the FRED (https:\/\/fred.stlouisfed.org\/) and yahoo.finance.com. \u2022 The paper must contain between 1200-1700 words \u2022 Use at least 5 references to support […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"disciplines":[658],"paper_types":[],"tagged":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/15519"}],"collection":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions"}],"about":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/types\/questions"}],"author":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/comments?post=15519"}],"version-history":[{"count":0,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/15519\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/media?parent=15519"}],"wp:term":[{"taxonomy":"disciplines","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/disciplines?post=15519"},{"taxonomy":"paper_types","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/paper_types?post=15519"},{"taxonomy":"tagged","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/tagged?post=15519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}