Investment Portfolio Management

You will be given a list of companies to select for your stock investments. You will invest a hypothetical amount of $10,000 in 5-10 stocks to carry throughout the course. You will be required to record the weekly performance of their portfolio on Wednesday of each week. This can be done in an Excel spreadsheet by calculating the number of shares purchased multiplied by the price of the stock on the Wednesday of Weeks 1-7.

Over the course of the session, you will keep a weekly journal where you record and analyze the performance of your portfolio and record significant firm, market, index, economic, political, global factors/events that help you understand movements in your portfolio’s performance. Journals should cover portfolio data collected during Weeks 1-7. This should be done using an current edition APA-formatted Word (doc., docx.) or RTF (Rich Text Format) file and must have a title page, body, and reference page. Journals must be double-spaced, have 1-inch margins, and use a current-edition APA approved font type and size. The body of the journal should be at least seven pages but no more than 10.

Instructions

Follow the format below while creating your portfolio. You should write in a professional manner except in the reflective piece of the portfolio. Otherwise, all items should be parsed as if they were going to be reviewed by an executive at a financial institution.

· Introduction: In 1-2 pages, describe what your original strategy was in choosing your stocks and the strengths that you saw when you did so. Also highlight any areas you avoided. Please keep in mind that you will be evaluating these decisions and their merits in the reflective section.

· Stock portfolio: Create a professional presentation of all of the information you have gathered on your stocks throughout the term. Please keep in mind this is a professional presentation; therefore, matching fonts, styles, and readability will be considered in your grade.

· Prospectus: In 2-3 pages, suggest what should be done with your stock portfolio going forward. Cite examples from the data you collected while making your suggestions. Please consider which stock you believe will perform in the future and which you believe should be sold. Make sure to consider how long a position you would recommend holding for various stocks.

· Reflections: In one 2-3 page essay, speaking as a student and not as a hypothetical professional, answer the following questions.

· Were you surprised by how your portfolio performed?

· What factors impacted your initial stock selection, and how would the knowledge you have gained in this course have affected the selection if you had it to do all over again?

· How did your perception of the state of the current economy affect your stock selection, and how would it have differed if the market were trending in the inverse direction?

· What market indicators did you find to be the most informative and why?

· Do you believe that deep research or intuition is a more important asset for an investor?

RUBRIC

INTRO :

· 1-2 pages in length

· describes the original strategy in choosing stocks and the strengths that were seen

· Also highlights any areas avoided

STOCK PORTFOLIO:

Presentation of all of the information gathered on stocks throughout the term. Presentation is professional (e.g. matching fonts, styles, etc.)

PROSPECTUS:

2-3 pages in length and all the following areas are addressed:

· Suggestions are provided of what should be done with your stock portfolio going forward.

· Cite examples from the data you collected while making your suggestions.

· Recommendations of which stock you believe will perform in the future and which you believe should be sold.

· Make sure to consider how long a position you would recommend holding for various stocks.

REFLECTIONS:

In 2-3 pages, speaking as student and not as a hypothetical professional, all questions described in the instructions were answered thoroughly.

GRAMMER:

No issues with grammar, spelling, or mechanics