Homework: Securities Trading Design and Strategy Report for a Company
In order to prepare for this homework, all students must attend 2 external investment gatherings through Meetup or Eventbrite. Failure to produce evidence of attendance will automatically reduce your points on this homework by up to 5 points.
Description of Homework: Securities Trading Challenge
Based upon the course learnings and participation in external investment gatherings, you will design and publish an investment portfolio and trading strategy. You need to consider your personal propensity for risk as well as short and long-term financial objectives. The paper should consider all publicly traded securities that we studied in this course (bonds, stocks, commodity and currency futures, options, mutual funds, and ETFs) and geographic diversity. You don't need to include all in your strategy, but you need to explain the rationale for the ones that you've chosen.
The strategy development can be conceptual or quantitative based upon your skillset. The final paper should be 3-5 pages including graphs and visuals.
It should include an explanation of the investment strategy, asset allocation decisions, and critically analyze the potential (possibly back-tested) results of the portfolio management. The report preparation allows the students to revisit all learning points and practice with professional reporting.
The content of the report should include, but not limited to:
1. Executive Summary; identify the risk profile that you are addressing in your chosen strategy
2. Description of the Investment Strategy or Strategies used for each asset class or overall
3. Description of the asset allocation, if any;
4. Analysis of the market, macro-, industry, and other factors affecting the investment decision.
5. Valuation of the market, or specific industry or company/investment;
6. Analysis of particular events and securities performance in anticipation/reaction to these events
7. Conclusion and lessons learned;
Format your homework according to the give formatting requirements:
1. The answer must be double spaced, typed, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the homework, the course title, the student's name, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The references and Citations should follow APA format. The reference page is not included in the required page length.