Changes to the portfolio simulation

Assignment Help Finance Basics

Reference no: EM131098918

1-1 Survey: Stock - Trak

Once you have created your portfolio, type a brief (maximum one-page) report and submit it for review. The report must include the following:

The securities that were selected as part of the portfolio
The reasons they were selected

1-2 Survey: Stock - Trak

Please add, delete, or make any needed changes to the portfolio simulation. Then develop a one-page, double-spaced brief that discusses the additions, deletions, or changes to the portfolio. If no changes were made, please discuss reasons that the portfolio was made. Also, the brief can discuss any investment strategy or financial events, or provide a market overview. (Maximum one-page)

1-3 Survey: Stock - Trak

1-4 Survey: Stock - Trak

1-5 Survey: Stock - Trak

1-6 Survey: Stock - Trak

1-7 Final Paper: Stock - Trak

Finalize your Trading Decision in 6 stages, in your portfolio, discuss reasons that the portfolio was made. Also discuss any investment strategy of financial events, or provide a market overview. Total 8 pages total double spacing in New Times Roman.

Portfolio Summary:

Cash Related Items	Market Value	Portfolio Summary
Cash Balance $983.666.00	Market Value of Long Position $16,476.00	Portfolio Value $1,000,717.49
Short Sale Proceeds N/A	Accrued Interest Earned on Bonds $0.00	Percentage Return 0.07%
Loan Balance $0.00	Market Value of Short Position $0.00	Buying Power $1,985,058.98
Interest Charge on Loan $0.00	Net Market Value of all Positions	Trades made/Allowed 3
Total Market Value for Future $0.00		Spy ETF % Return 1.88%
Restricted Funds $0.00		SPY ETF at start date $204.02
Margin Requirements $0.00		Current SPY ETF $207.85
Total Margin for Future

Class Settings
Account Currency USD	Day Trading Allowed Yes
Beginning Cash $ 1,000,000.00	Short Selling Allowed Yes
Position Limit 25% of Portfolio	Allow Trading or Margin Yes
Interest Earn Rate 3%	Trading Begin Date 4/11/2016 9:30AM
Interest charge Rate 8%	Trading End Date 6/20/2016 4PM
Minimum Marginable Price $3.00	Commission $10.00
	Max number of Trades 200

Reference no: EM131098918

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