In this assignment you will be managing small equities portfolio made up of single company stocks, Exchange traded funds (ETF), and a Real Estate Investment Trust (REIT).

Each object is an equity so you should have a class that is used to instantiate an equity object. The class should have the following private fields.

  • Ticker symbol of type string
  • Equity Name of type string
  • Number of shares held of type integer.
  • Equity type of type integer (0 = stock, 1 = ETF, 2 = REIT)
  • The Exchange of type string (NSYE, NASDQ, etc)
  • Current equity price of type float
  • Estimated yearly price increase in percent float.
  • Dividend yield in percent
  • Dividend payment cycle of type integer. (1 = Yearly, 4 = Quarterly, 12 = Monthly).
  • Calculated Dividend amount of type float.
  • Calculated Current value of equity of type float.
  • Calculated value of equity after n years of type float.

Methods

Your class should have the following methods.

  • Public getter methods for all fields
  • Public Setter methods for all non computed fields
  • A to string method that displays the equity ticker symbol, Equity Name, Number of shares held, current price per share, Calculated current value. 4) A private method to calculate the current value of the equity. Current price * Number of shares held.
  • A private method to calculate dividend amount for each dividend payment. Dividend amount = (current price* dividend yield) / dividend payment cycle.
  • A method to calculate the value of your equity holding after n-years. To perform this calculation you must for each year compute a new current price based on the estimated yearly price increase for n-years. This is a recurrence relation on the price. You will also need to sum up all dividend payments for over n-years and add that to the value of the equity value after n-years.
  • You should generate the following report for the portfolio.
  • At the top of the report put our class "CSC-201 Fall 2019 and your name. The next line should be blank followed by a line that says Equity report followed by a report that contains the following information.
Equity ticker symbol
Equity Name
Equity Type (Stock, ETF, or REIT)
Equity Current price
Number of shares held
Current value of shares held
Estimated increase in share price per year in percent.
Estimated value of shares held in 5 years and 10 years.
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