Requirements

Follow my investopedia. Performance, type overview of the project using complete sentences that includes the following topics.

1) Why you chose at least 3 of the investments you picked, two of which must be the required ETFs with a discussion of what an ETF is (in your own words).

2) Be sure to include the ETFs you chose, why you chose them, and what they track with at least three example companies for each.

3) Based on a portfolio comprised entirely of only your investments in the two required ETFs,• calculate the weight of each, the return of each, and the weighted return for the imagined portfolio.

4) What would your return have been if you had invested 60% in the equity ETF and 40% in the bond ETF?

5) How do these calculated returns compare with the return you actually earned? Use Google Finance or a similar source to research and report the estimated Beta for one of your stocks.

6) How did this stock's performance compare to the market?

7) Did this match the direction and magnitude predicted by the stock's beta?

8) What is the weight of each asset held in your final portfolio?

9) Based on these weights and reported betas, what is the beta of your portfolio?

10) How did your equity ETF perform compared to your bond ETF?

11) Is this what you expected? What contributed to this difference?

12) A discussion of the diversification and risk of your portfolio.

13) Was your portfolio adequately diversified? How and among what ways?

14) A discussion of the performance of your portfolio and how your portfolio's trading strategy and resulting performance compared to the market (Instructor's portfolio-Brandy Hadley's Profile) and how it would differ in the long run.

15) What you are glad you did and what you wish you would have done differently

16) What you learned and any other concepts from the course you believe are relevant to the discussion?