Develop portfolio of investments and trades, Financial Accounting

Assignment Help:

The family next door just received a $300,000,000 cash payout after winning the lottery. You talked with them and are trying to convince them to let you manage a portfolio of investments for them.  You have been doing some research and would like to start and manage a mutual fund when you graduate from college at the end of this semester.  Since they know you are taking a class in Finance at Penn State Altoona, they decided to have a contest.  They will allocate $250,000 to each student. They want each student to work with a team that will serve as an investment committee.  

The individual with the highest net return (i.e. the highest portfolio value) wins, and the family has agreed to invest all of their winnings in a mutual fund to be managed by that person.   The winner will also receive 5 bonus points for the project, provided that at least 5 points have been otherwise deducted.  In no event will the winner's grade exceed 100%.

Investment Criteria:
There will be will certain limits imposed on the percentage of your portfolio that can be invested in any one investment.  These limits will be built into the portfolio management software by your instructor.  Each investor (student) must utilize at least seven (7) of the following investment vehicles in their portfolio:    

1.  Market orders for stock                                                           6.  Mutual funds
2.  Limit orders for stock                                                              7.  Futures contracts
3.  Stop orders for stock                                                                8.  Bonds
4.  Call options contracts                                                               9.  Spot contracts
5.  Put options contracts

As each student develops his/her portfolio of investments, trades can be made on any of the 20+ global exchanges that are included in the virtual trading platform, but each investor must trade on at least three (3) of the following exchanges:

A.  New York Stock Exchange (NYSE)                                     D.  London Stock Exchange
B.  NASDAQ                                                                            E.  Bombay Stock Exchange
C.  Frankfurt Stock Exchange                                                 F.  Shanghai Stock Exchange


Related Discussions:- Develop portfolio of investments and trades

#titletechniques, what are five modern techniques of financial accounting

what are five modern techniques of financial accounting

Show the capitalized cost, Q. Show the Capitalized Cost? Capitalized Co...

Q. Show the Capitalized Cost? Capitalized Cost - Expenditure identified with services or goods acquired and measured by theamount of cash paid or market value of other property

What amount did spear receive from the bond issurance?, On July 1, 2010, Sp...

On July 1, 2010, Spear Co. issued 1,000 of its 10%, $1,000 bonds at 99 plus accrued interest. The bonds are dated April 1, 2010 and mature on April 1, 2020. Interest is payable sem

Play money assignment, This assignment requires you to pretend you have $10...

This assignment requires you to pretend you have $10,000 to invest for 4 weeks.  You are to "invest" this money in stocks or mutual funds and to track your investments on a weekly

Bank reconcillation statement, cheque issued and presented for payment 400 ...

cheque issued and presented for payment 400 in cash book debit balance

What you understand by the term gender budgeting, Question 1: (a) "MT...

Question 1: (a) "MTEF is about resource control, resource allocation and resource utilization." You are required to identify and discuss the different stages of MTEF. (N

Deeds of arrangement-bankruptcy and liquidation, DEEDS OF ARRANGEMENT (D of...

DEEDS OF ARRANGEMENT (D of A) 1. Nature of a D of A : To avoid the expense and delay involved in a bankruptcy, a debtor in trouble may make a private arrangement with the

Balance Sheet & Statement of Cash Flows, I need some guidance in how certai...

I need some guidance in how certain events are to be recorded on both the balance sheet and statement of cash flows.

Absorption costing, It is a managerial accounting cost method of expensing ...

It is a managerial accounting cost method of expensing all costs related with producing a particular product. Absorption costing utilizes the total direct costs and overhead costs

Write Your Message!

Captcha
Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd