-Portfolio Case Written Assignment Project

The 3-Portfolio Case Project Term Papers is designed to illustrate field knowledge and experience is applied in the term-long case study. Students will construct three, investment portfolios during week one of the course –

(1) an actively selected portfolio (P1)

(2) a randomly selected portfolio (P2)

(3) a passive portfolio (P3)

Each of the three portfolios will contain four common equity stocks of 100 shares each (400 shares). In other words, the total number of companies to be analyzed in the 3-Portfolio Case Project is 12 companies and 1,200 shares of common stock. The transaction cost for buying and selling shares is $15 and should be included in your analysis.

Week 1: Students select four companies and purchase 100 shares for each of the three portfolio. The purchase prices are recorded on the attached Stock Tracker Spreadsheet. Please include the reason you selected each company. Additionally, did you create and use an investment policy statement? If so, what is your investment philosophy?

Week 2: Students record the ending price of all stocks in P1, P2, and P3 each Friday at 4:00 PM EST., Stocks in P1 can be traded at any time the market is open. Record the transaction costs of any trades. Use the attached Stock Tracker Spreadsheet to record prices, stock sold and stocks purchased.

Week 3 to Week 6 are the same as Week 2. Use the attached Stock Price Tracker Spreadsheet to record stock prices. Monitor the portfolios and collect end-of-the week price data

Week 7: On Friday at the closing bell, sell all securities. Record the ending prices. Use the attached spreadsheet template included below to assist you in your analyses, interpretations, and conclusions about the 3-Portfolo Case Project. (See Portfolio Construction and Data Management for more information.)