Present your investment portfolio performance

Assignment Help Financial Management

Reference no: EM132295640

Instructions on Investment Project

Stock-Trak Presentation

The presentation will summarize each group's trading over the 9 weeks with slides that describe (or outline) the following:

o Your portfolio objectives and constraints

o Your investment Strategies

You may try both long-buying and short-selling positions in your investment strategies.

You should complete at least 30 different trades to experiment/demonstrate different trading strategies.

o Performance Evaluation

Present your investment portfolio performance against market benchmark (e.g., using "Graph My Portfolio" in StockTrak simulation).

o Worst trade

o Best trade

o Most important insight gained from Stock-Trak

Final Stock-Trak Report

Your final report should contain three main sections:

1) Returns analysis

Which three securities were your biggest winners? Which three were your biggest losers?

Measure winners and losers in percent, not dollars. What were the firm-, industry- or marketrelated events that led to the extreme performance of these six stocks? Be specific.

You may include print or Internet articles that support your analysis in your appendix.

Major corporate events and information for equity trading strategies may include the followings: earnings announcements, equity/debt offering announcements, dividends announcements, corporate restructuring, mergers & acquisitions (M&As), CEO turnover, and other corporate events that may affect firm value and performance.

2) Risk analysis

Evaluate the performance of your investment strategies based on performance criteria Including (i) Sharpe ratio, (ii) Alpha, (iii) Beta, and other relevant measures.

3) Conclusions

In the concluding section, discuss all of the following:

(i) Key findings of your simulation and report; and

(ii) Major lessons and learning outcomes from this simulation game and project (such as new knowledge, ideas/concepts, implications, etc.) and important skills you have acquired from this assignment and investment simulation.

Your report should have the following format:

(1) Cover page: course #, group #, team member names [signed by each member];

(2) Executive Summary: A [one page] separate, independent page;

(3) The report: 1.5 spacing, no tables, no graphs, and no longer than 6 pages; and

(4) Appendix: you may include any technical notes, graphs, tables, spreadsheets, etc.

Reference no: EM132295640

Questions Cloud

Negotiations rarely have to be win-lose : Negotiations rarely have to be win-lose, but they are not always win-win.

Does the mentor develop leadership skills : Does the mentor also "develop knowledge" and the potential for contributing "new ideas?" Does the mentor develop leadership skills that contribute

Find a mentor in a leadership role : Do you think it will be easier or more difficult for a woman in 2019 to find a mentor in a leadership role?

How would you fix the problem : If you were the manager above a supervisor who was adequately trained, but continued to drive his or her employees crazy with micromanagement

Present your investment portfolio performance : Present your investment portfolio performance against market benchmark (e.g., using "Graph My Portfolio" in StockTrak simulation).

What is your experience with split-reporting relationships : What is your experience with split-reporting relationships? In what ways does this relationship violate the "unity of command principle?" In your opinion

The goal of customer relationship management is to : An individual who favors solitary leisure activities over people-oriented activities is most likely to adopt what personality style.

Describe the predictor variable and levels : Describe the predictor variable and levels (groups), as well as the outcome variable and its associated measurement scale. Articulate the null hypothesis.

What are types of business finance : What Are Types Of Business Finance? What Are Financial Instruments?

User Account

All Pages