Portfolio Project
In an attempt to integrate real-world investment management experience into classroom setting, the class will be divided into teams of no more than 2 students. Each team will be assigned a brokerage account containing an initial cash balance of $1,000,000. Each team will register for an online account with Stock-Trak (www.stocktrak.com) at a cost of $22.95. The account will be activated on Apr 4th, 2016 and up to 200 online trades can be executed through May 20th, 2016. Each team can buy, sell, buy on margin, and sell short almost all common stocks. Teams can also trade options, futures, bonds, mutual funds, and currencies. Each portfolio must include long position in at least 4 but not more than 15 stocks. No more than 25 percent of the portfolio should be invested in one company. All positions taken by the team must be held for at least three business days. Each team is responsible for keeping all records required to track its weekly performance and preparing final report.
Each team is required to submit an investment report at the conclusion of the term. The report will discuss the investment style (e.g., growth, value, income, or small cap) and investment strategy as well as overall results for the portfolio. The report must include one full page explanation for purchasing your initial stocks in your portfolio and one full page explanation for additional trading during the term. The report must justify selection of stocks that is consistent with the investment strategy of the team, given current events and market condition. The report should also discuss performance evaluation of the portfolio. To this end, you should track weekly portfolio performance and risk. You should provide explicit comparisons of your portfolio%u0432%u0402%u2122s risk and return with both the market and your performance benchmark.
The report should be typed, double-spaced and 10 pages or more, not including tables, exhibits, graphs, and attachments, if any. Use one-inch margin on each side and a font size of 12 for the text (excluding tables and charts). The paper should not have a cover or cover page.Requirement: my teammate already written introduction and 5 stocks. You just need to finish the rest of 4 stocks that we bought and the conclusion(highlight in yellow). You can login ***