Date SPY (Adj Close) KO (Adj Close) NFLX (Adj Close)

12/1/2016 201.055878 34.455944 123.800003

1/1/2017 205.859955 34.547379 140.710007
2/1/2017 213.948532 34.871494 142.130005
3/1/2017 213.288010 35.270397 147.809998
4/1/2017 216.342270 36.176975 152.199997
5/1/2017 219.395477 38.122063 163.070007
6/1/2017 219.722610 37.602253 149.410004
7/1/2017 225.332382 38.748547 181.660004
8/1/2017 225.989822 38.503403 174.710007
9/1/2017 229.404907 38.046951 181.350006
10/1/2017 235.975906 39.176155 196.429993
11/1/2017 243.188721 38.997227 187.580002
12/1/2017 244.886368 39.411434 191.960007
1/1/2018 260.010193 40.880352 270.299988
2/1/2018 250.556122 37.126472 291.380005
3/1/2018 242.716141 37.306866 295.350006
4/1/2018 244.947723 37.445538 312.459991
5/1/2018 250.902100 37.263554 351.600006
6/1/2018 251.216995 38.008820 391.429993
7/1/2018 261.693604 40.769184 337.450012
8/1/2018 270.046814 38.968090 367.679993
9/1/2018 270.428223 40.384480 374.130005
10/1/2018 252.880051 42.218143 301.779999
11/1/2018 257.570801 44.440163 286.130005
12/1/2018 233.528336 42.080967 267.660004
1/1/2019 253.698853 42.774178 339.500000
2/1/2019 261.922699 40.294640 358.100006
3/1/2019 265.494171 41.645500 356.559998
4/1/2019 277.557495 43.981312 370.540009
5/1/2019 259.857361 44.044056 343.279999
6/1/2019 276.594635 45.648762 367.320007
7/1/2019 282.142212 47.550064 322.989990
8/1/2019 277.418152 49.727440 293.750000
9/1/2019 281.516083 49.185345 267.619995
10/1/2019 289.067688 49.535862 287.410004
11/1/2019 299.531372 48.598484 314.660004
12/1/2019 306.726440 50.749405 323.570007
1/1/2020 308.110016 53.545906 345.089996
2/1/2020 283.718262 49.044014 369.029999
3/1/2020 246.838486 40.572021 375.500000
4/1/2020 279.818695 42.444706 419.850006
 5/1/2020 293.150726 43.175404 419.730011
6/1/2020 297.042480 41.325562 455.040009
7/1/2020 315.920074 44.090317 488.880005
8/1/2020 337.970215 46.227627 529.559998
9/1/2020 324.018311 46.078300 500.029999
10/1/2020 317.204132 45.218735 475.739990
11/1/2020 351.708588 48.549450 490.700012
12/1/2020 363.190643 52.002476 540.729980
1/1/2021 361.021973 45.658630 532.390015
2/1/2021 371.060364 46.455177 538.849976
3/1/2021 386.639923 49.982689 521.659973
4/1/2021 408.430511 51.613022 513.469971
5/1/2021 411.112274 52.865589 502.809998
6/1/2021 418.961853 51.737328 528.210022
7/1/2021 430.593903 54.940163 517.570007
8/1/2021 443.408295 54.246552 569.190002
9/1/2021 421.393036 50.547268 610.340027
10/1/2021 452.404175 54.714195 690.309998
11/1/2021 448.769196 50.909344 641.900024
12/1/2021 467.880005 57.916451 602.440002

Part II

Part III

Part IV

Part V

Part VI
Comparison:
We can notice that the annual return of NFLX is significantly higher than SPY and KO, while the KO's re
However, as we are aware of risk and return tradeoff, we can also notice that the risk as measured by
lowest.
Investment implications:
The risk to reward ratio as measured by sharpe ratio indicates that the SPY and NFLX assets are having
Hence investor should consider investment in SPY and NFLX as it has lowest risk per unit return.
Part I Monthly return (SPY) Monthly return (KO)

2.39% 0.27%
3.93% 0.94%
-0.31% 1.14%
1.43% 2.57%
1.41% 5.38%
0.15% -1.36%
2.55% 3.05%
0.29% -0.63%
1.51% -1.19%
2.86% 2.97%
3.06% -0.46%
0.70% 1.06%
6.18% 3.73%
-3.64% -9.18%
-3.13% 0.49%
0.92% 0.37%
2.43% -0.49%
0.13% 2.00%
4.17% 7.26%
3.19% -4.42%
0.14% 3.63%
-6.49% 4.54%
1.85% 5.26%
-9.33% -5.31%
8.64% 1.65%
3.24% -5.80%
1.36% 3.35%
4.54% 5.61%
-6.38% 0.14%
6.44% 3.64%
2.01% 4.17%
-1.67% 4.58%
1.48% -1.09%
2.68% 0.71%
3.62% -1.89%
2.40% 4.43%
0.45% 5.51%
-7.92% -8.41%
-13.00% -17.27%
13.36% 4.62%
 4.76% 1.72%
1.33% -4.28%
6.36% 6.69%
6.98% 4.85%
-4.13% -0.32%
-2.10% -1.87%
10.88% 7.37%
3.26% 7.11%
-0.60% -12.20%
2.78% 1.74%
4.20% 7.59%
5.64% 3.26%
0.66% 2.43%
1.91% -2.13%
2.78% 6.19%
2.98% -1.26%
-4.97% -6.82%
7.36% 8.24%
-0.80% -6.95%
4.26% 13.76%

S&P 500 ETF (SPY) Coca-Cola (KO)

Average monthly return 1.52% 1.01%

Annualized returns 19.84% 12.84%

Standard deviation (monthly) 4.54% 5.31%

Annualized standard deviation 15.73% 18.38%

Sharpe ratio (Risk to reward) 0.79 1.43

antly higher than SPY and KO, while the KO's retuns are the lowest among the three.
we can also notice that the risk as measured by annual standard deviation is also high for KO relative to SPY and KO, while SPY h

dicates that the SPY and NFLX assets are having lowest risk for per unit return, while the KO stock is more risky as it has high sha
NFLX as it has lowest risk per unit return.
Monthly return (NFLX)

13.66%
1.01%
4.00%
2.97%
7.14%
-8.38%
21.58%
-3.83%
3.80%
8.32%
-4.51%
2.34%
40.81%
7.80%
1.36%
5.79%
12.53%
11.33%
-13.79%
8.96%
1.75%
-19.34%
-5.19%
-6.46%
26.84%
5.48%
-0.43%
3.92%
-7.36%
7.00%
-12.07%
-9.05%
-8.90%
7.39%
9.48%
2.83%
6.65%
6.94%
1.75%
11.81%
 -0.03%
8.41%
7.44%
8.32%
-5.58%
-4.86%
3.14%
10.20%
-1.54%
1.21%
-3.19%
-1.57%
-2.08%
5.05%
-2.01%
9.97%
7.23%
13.10%
-7.01%
-6.15%

Netflix (NFLX)

3.10%

44.25%

9.65%

33.44%

0.76

e to SPY and KO, while SPY has the

more risky as it has high sharpe ratio,