Investment Goal

Investment Goal

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:

  1. Watch for spelling, grammar, and usage errors!!!
  2. REFERENCE – both internally and have a reference page!!!!
  3. 12-point font, either single or double-spaced.
  4. TURN IN VIA CANVAS!!!!
  5. FOLLOW INSTRUCTIONS!!!

 

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