You only need to write about 2.5 pages. revisit portfolio philosophy and write analysis of portfolios.
Please revisit your portfolio philosophy from the beginning of the semester.
My Portfolio is AMAZON.COM INC. , ALPHABET INC. , WALMART STORES INC.
You can find datas of these 3 stocks on intetnet. Please use the newest data!
And I’ll give you my report I wrote about these 3 stocks at the beginning of the semester.(File.)
Address the following points:
1.Have your portfolio and its performance been appropriate for your philosophy?
2.Which risks did you overestimate, and which risks did you underestimate?
3.Describe your best-performing investment and explain why it performed well.
4.Repeat for your worst-performing investment.
5.Given what you have learned in the class, how would your approach change?
Some examples of What I learned:
HPR,MWR,YTM,IRR,standard deviation
Utility Theory,Risk Preference,Indifference Curve,Efficient Frontier,
CAL,CML,SCL, Single Factor Model,Multi Factor Model, Fama-French Model, CAPM Model.
Sharp-Ratio,M-squared….
Or you can use any other knowledge from Invest Analysis.
You need to complete all of these above tasks !
Please base on my portfolio report I wrote at the beginning of semester (About Feb.1st),and compare datas of these 3 portfolios between the beginning of semester and right now or recently.(April.8-15th).
You need to show charts,tables or any other types of datas in paper and analyze !!
And please give all the references you used.(Including websites.)
This summary should be about 2-3 pages, double-spaced, font size 12.
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