Explain why you chose two of your securities

Reference no: EM131415317

Project Assignment Details: Continue to invest your portfolio from project 1 using the following asset allocation guidelines:

• Maximum 10% Cash (funds left uninvested).
• 10-50% Fixed Income
• 20-110% Equities
• 0-20% Alternative Investments

You can have negative cash by going on margin by just continuing to buy stock. Stocktrak will automatically loan you money when you use your cash.

Submit a two page written report in the Blackboard box provided below. Discuss the following:

1. Show your asset allocation percentages for each of the 4 asset classes and show each security within each asset class and the percent of each for your total portfolio.

2. Explain why you chose your asset allocation compared to the following standard allocation: 40% Fixed Income and 60% Equities. You may believe certain asset classes will have higher or lower returns than normal.

3. Explain why you chose 2 of your securities.

4. Discuss your alpha, beta and Sharpe measures for your portfolio and what they mean about how your portfolio performed.

Reference no: EM131415317

Questions Cloud

Questions related to the classmates descriptions : Peers are expected to demonstrate critical thinking in their questions related to the classmates' descriptions. Provide citation of authority to support your initial response to conference questions.

Result of job decline : What are some of the consequences of off shoring, has it really been a result of job decline?

Capabilities behind the spanish fast fashion retail giant : Review the case “Zara: The Capabilities Behind the Spanish ‘Fast Fashion’ Retail Giant”. Discuss how Zara has developed capabilities that give it a competitive advantage. Relate these sources of competitive advantages back to the two basic rules that..

Design and develop ergonomics and work organisation poster : BSBITU401 Design and develop complex text documents. You are required to design and develop an ergonomics and work organisation poster as well as an energy and resource conservation poster using the provided style guide (or a suitable style guide f..

Explain why you chose two of your securities : Explain why you chose 2 of your securities. Discuss your alpha, beta and Sharpe measures for your portfolio and what they mean about how your portfolio performed.

Malcolm baldride national quality award : Essay questions: Compare and constant 1-(A) listening to the voice of the customer and (b) listening to the voice of the market 2-One of the seven categories or major areas of focus of malcolm baldride national quality award is Human Resources foc..

Disputants fourteenth amendment rights : This week's lesson discussed some of the legal and ethical issues with mediation. Consider and comment on the following questions. 1. Would you argue, that mandatory mediation violates disputants' fourteenth amendment rights? Why or why not?

Power provides raises promotions and incentives to employees : The number of geographical locations the organization operates is knows as what? Which power provides raises promotions and incentives to employees?

Theory and principles improve leadership skills : How can systems theory and principles improve leadership skills. Can you link it to understanding why systems theory is useful as a health sector improvement tool.

User Account

All Pages