Reference no: EM133104241

Objective

Deepen your understanding of stocks, bonds, and portfolio management via the online instructional game How the Market Works.

Portfolio Check-Up 1

Now that your portfolio has been established, use the tools provided by How the Market Works to compile a Portfolio Analysis Report containing the following sections:

Portfolio Graph

Select "Graph my Portfolio" from the "My Portfolio" menu. Choose an appropriate ETF to use as a reference graph for your portfolio.

• Is your portfolio filled with Dow Jones Industrials? Choose "Dow Jones ETF".
• Have you bought more broadly in the market? Choose "S&P 500 ETF".
• Are you a tech-heavy investor? Choose the "NASDAQ ETF".

Use a screen capture tool to copy and paste the 1 month graph into your Portfolio Analysis Report.

Account Balance Report

Select "Account Balances" from the "My Portfolio" menu. Use a screen capture tool to copy the Cash, Buying Power, Market Value, Portfolio, and Charges/Dividends sections into your Portfolio Analysis Report.

Transaction History

Select "Transaction History" from the "My Portfolio" menu. Choose All from the Transaction Type menu and set the Start Date and End Date to cover the last month of activity. Click the Export button and save the transaction history as a spreadsheet. Copy the data from that file and paste it into your Portfolio Analysis Report.

Open Position Report

Select "Open Positions" from the "My Portfolio" menu. Click the 30 Day Chart button. Use a screen capture tool to copy the charts into your Portfolio Analysis Report.

Analysis

Based on the information you have collected, analyze your portfolio.

1. What is your best position?
2. What is your worst position?
3. Has your portfolio over-performed or under-performed when compared to the broader market?
4. What steps will you take in the next 7 days to improve your portfolio?