Portfolio Project, Stocktrak

if you can do it i can give my stocktrak account so u can use it for this project. i need tales 5 pages.

Build a Portfolio Project and Fact Sheet:

Using the MSU StockTrack contest, create a diversified portfolio of stocks, bonds, and mutual
funds. Prepare a fact sheet for your portfolio which includes the analysis listed below. Use
charts, tables, graphs, and text to summarize and highlight your analysis.

Your analysis must include the following:

  1. (1) Industry/Sector Analysis: (30 pts)
    1. Select stocks from at least 10 different sectors (but, less than 20)
    2. Provide details on the outlook of each sector
    3. Industry Summary must include asset name, symbol, and percentage
  2. (2) Stock Index Value: (40 pts)
    1. Create a price-weighted index for the stocks selected
    2. Create a value-weighted index for the stocks selected
    3. Stock Index Summary must include the stock price, market cap, # of shares for
      each stock used in the index
  3. (3) Portfolio Diversification Strategy: (30 pts)
    1. Discuss Asset Selection Approach

      1. Discuss fundamental Analysis used
      2. Discuss technical Analysis used
    2. Discuss Asset Allocation Approach

      1. Investment Goals
      2. Risk Level/ Tolerance
    3. Summarize percentage of each asset class used
  4. (4) Return and Risk Stock Profile: (20 pts)
    1. Compute portfolio beta and discuss its meaning
    2. Compute portfolio Sharpe ratio and discuss its meaning
  5. (5) Portfolio Management: (10 pts)
    1. Discuss market orders used (must use some type of buy/sell market order)
    2. Discuss rationale for stock trades (buy/sell trades)
    3. Value-added (comparison of portfolio start value to end value).

Portfolio Fact Sheet Format and Content (20 pts): The factsheet should include the following
information. Use tables, charts, and graphs to highlight information. The factsheet should be 4
pages or less. The format and attractiveness of report is important. The following sections and
headings are required.

  1. Objective, Investment Strategy, and Management Approach: Summarize your
    management approach, investment strategy, and objective.
  2. Industry Summary: Provide an overview of the industry outlook; include the
    stock symbol and its percentage composition in the portfolio
  3. Stock Index Summary: Compare and contrast indices created. For price-weighted
    and value-weighted indices include stock price, market cap, and # of shares for
    each stock in the portfolio.

  1. Portfolio Diversification: Highlight your approach to creating a diversified
    portfolio. Discuss why your portfolio matches your investment strategy and
  2. Risk and Return Profile: Discuss risk and return profile of portfolio as compared
    to the overall market; list portfolio beta and Sharpe Ratio

e. Overall Factsheet Format:

  1. Your name, the course name and section number, and the school term
  2. Appropriate use of tables, charts, and graphs to highlight information
  3. Page numbers used
  4. Proof and review for spelling errors, typos and grammatical errors
  5. Attractiveness and easy to understand format
  6. Submit report via Blackboard before midnight on the assigned due date.
    Late submissions will receive a zero.
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(550 words)

Approximate price: $22

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550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
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