Reference no: EM133672418 , Length: word count:1000
Personal Financial Management
Reflective Analysis Of portfolio
Part One - Details
Once you have registered you will have access to an assignment called "Investment Assignment" This involves watching a series of videos, reading a number of articles . This assignment can be done in multiple stages over the next few weeks as long as all stages are complete by March 31st. Warning: do not leave this to the last minute as you will not have time to complete all stages in one day.
Using the same "practice account" as mentioned in the assignment, You are given "$10,000" to invest. Rules: you cannot sell short, you cannot buy on margin. You CAN day trade or hold 100% of your portfolio in a single security. You can purchase US and Canadian stocks, ETFs and mutual funds. Minimum stock price is $1. There is no limit to the number of trades you can do; however commissions are $10/trade. Your account is denominated in Canadian Currency only. You will want to keep this in mind when trading US stocks. You can register immediately, and you can only trade untilMarch 30th.
Part One
You must invest in a minimum of 5 different investments. Take a screen shot of your investments and submit to the dropbox by February 9th.
Part Two - Investment Contest Continued
You can trade as often as you like from your initial submission, however to earn maximum grades on the assignment you must trade at least weekly.
Please see the attached Rubric for part two of the assignment. Note, in addition to the screen shots, and the summary details, you must complete the on line "Investment Assignment"
Summary Details: Minimum 1000 words detailing why you initially chose your investments, including what research you conducted, and what influenced your decision to trade or maintain your initial holdings (include reference to news items where appropriate). Summaries will be checked for integrity via turnitin. This is an individual assignment.