Assignment 7: Create a “trading rule” based on financial analysis and explain it.
Assignment 8: Judge your portfolio using your trading rule. Also keep in mind your impact investment goal. Which actions should you take? Explain.
NAME:_________________________________________________________
Stock Trak Assignments 7 and 8
Stock Trak Simulation
Due: Friday, March 30, 2018 by 11:59PM on Canvas
Points: 50 each – 100 points total
***For every day this assignment is late, I will take off 10% of the assignment grade.***
Simulation: Suppose you inherited $1,000,000. In order to keep the money, you must do the following over the next 10 week period.
You are training to be a disciplined investment professional. In order to do so, you need to set up a set of “trading rules” for your portfolio. You can use one or a combination of the following analyses as guidelines to trade:
- Portfolio return
- Portfolio Beta
- Individual asset return
- Individual asset betas
- Sharpe ratios, etc.
Assignment 7: Create a “trading rule” based on financial analysis and explain it.
Assignment 8: Judge your portfolio using your trading rule. Also keep in mind your impact investment goal. Which actions should you take? Explain.
For your written assignment:
- Watch for spelling, grammar, and usage errors!!!
- REFERENCE – both internally and have a reference page!!!!
- 12-point font, either single or double-spaced.
- TURN IN VIA CANVAS!!!!
- FOLLOW INSTRUCTIONS!!!