Case Name :      Chris Lee’s Investment Plan

Authors :           Hubert Pun, Lana Rao

Source :             Ivey Publishing

Case ID :            W15109

Discipline :        General Management

Case Length :    04 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

In December 2012, a young worker in Toronto wants to invest $50,000 savings. He needs to decide the equity portfolio that will result in the lowest risk at the best possible return on his investment. In particular, he is looking to invest in Wal-Mart, IBM, Apple, Chevron and Amazon, all large U.S. corporations that have weathered the recent economic crisis and show growth potential for the future. He remembers learning about using efficient frontiers to analyze stocks and decides to undertake an exhaustive analysis before deciding in which company to invest.