Stock Track Report – Due by Dec 10, 2019
Objective: The ultimate goal of StockTrak is to help you understand several different aspects of an investment portfolio, including decision making, potential strategies, and risk/return. This essay should meet the following criteria while answering the questions listed below:
Formatting Criteria:
- 2 page, double spaced
- 12 font
- Normal margins (1 inch)
- Discuss the strategy you took in your portfolio. The following questions should help you think through this.
- Did you take a lot of risk or play it safe? Why?
- How did you research your trades? List of a few sources you used to conduct this research.
- How did you invest? – Stocks, mutual funds, ETF, options, etc.
- Why? Explain your rationale
- If you had to start over again, how would you change your strategy/research?
- Discuss your best 2 trades and your worst 2 trades (by % return, NOT $ return). The following questions should help you think through this.
- Discuss the trend for each asset – what price did it start/end? Time frame (how long did you hold the asset)?
- Was there a particular piece of news/press release that significantly influenced the price of the asset?
- Would you make these trades in your personal portfolio in real life?
Guidelines:
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