Compare the performance of your portfolio

Assignment Help Science

Reference no: EM132316750

You may want to follow the guidelines below for the final report of your Stock-Trak portfolio performance during the quarter. Your report is not expected to exceed four pages excluding any tables and appendices.

1. On the first page, replicate the investment policy statement (IPS) including your asset allocation that you submitted to the instructor.

2. Explain the funds allocation among different assets that you actually choose in your Stock-Trak portfolio. If your actual asset allocation is different from the allocation in your policy statement, explain the rationale for changing your asset allocations. Here you may think of strategic asset allocation and tactical asset allocation strategies that we discussed in chapter 11.

3. Provide your rationale for selecting the particular securities such as stock, mutual funds, ETFs, bonds, bond funds, real estate funds, etc. for your Stock-Trak portfolio. That is, explain why you considered these securities to be the most suitable in meeting your return-risk goals and asset allocations in the investment policy statement. You may use the portfolio investment philosophies and strategies from chapter 16 such as passive strategies, indexing, top-down approach, style-based strategies, asset attributes-based strategies, and technical analysis in your explanation (see chapter 11 and Exhibit 11.6).

4. Compare the performance of your portfolio relative to a relevant benchmark you stated in your policy statement. If you did not list a benchmark in your IPS, you may use a broader well-known benchmark such as S&P 500 or NADAQ composite, or create and use a hybrid benchmark of stock and bond markets (weighted average of the returns of a stock market index and bond market index).

5. Describe what worked and what did not work in your Stok-Trak portfolio? Explain what mistakes you made and what lessons did you learn from the Stock-Trak portfolio simulation? If you would have to redo this portfolio investment with your actual money or money from your investment clients, what you would do differently in managing such real money portfolios?

Reference no: EM132316750

Questions Cloud

What types of internal controls are put in place : What types of internal controls are put in place to specifically protect computer data and proprietary information?

What is the depreciation expense for 2013 : On 1 January 2013, Zane Manufacturing Company purchased a machine for $40 000. The company expects to use the machine a total of 24 000 hours.

Describe importance of your new venture : List the resources that you believe are needed internally to get your business up and running, and rank them in order of importance to your new venture.

How much of this money do you record on the income statement : How much of this money do you record on the income statement? What will the effect be on the balance sheet and income statement in November and in February?

Compare the performance of your portfolio : Compare the performance of your portfolio relative to a relevant benchmark you stated in your policy statement. what did not work in your Stok-Trak portfolio?

Develop understanding of the relevance of psychology : Develop understanding of the relevance of psychology, buying behaviour and marketing theory. Help you appreciate the practical application of theory.

What is the two of generic business level strategies : What is the two of generic business level strategies and how they can apply in the hospitality industry?

Create a fictional character for a movie : You will create a fictional character for a movie. The character should be in a management position.

What is the total equity at the end of the year : What is the net income for the year? What was the ending balance in retained earnings? What is the total equity at the end of the year?

User Account

All Pages