Analyze the market over the week. What was driving the market? What do you think caused the changes in the market and the Dow Jones and any other indices you selected? Did the market react quickly to news?
Continue to track your portfolio. What was the return on the portfolio and how did it compare with the market? Which stocks in your portfolio went up and which went down, and why? How were the stocks in your portfolio affected by the changes in the market, and by events in the companies or industries?
You will need to begin to bring together your final Analysis Project. This analysis will include the reports you created from each module over the course of this term and as a summary will address these following points:
1. Review of the portfolio: The composition, the rationale for the selections of stocks, and how the weights of the individual stocks in the portfolio have changed over the course of the last 7 weeks.
2. Evaluation of the performance of the portfolio against certain benchmarks, such as S&P 500 and NASDAQ 100: Explain your choice of the benchmark.
3. Discussion risk: Has the portfolio helped reduce risks?
4. Analysis of what went well and what did not go well. If you were to do it again, what would you do differently?