Assignment
Objective: The ultimate goal of StockTrak is to help you understand several different aspects of an investment portfolio, including decision making, potential strategies, and risk/return. This essay should meet the following criteria while answering the questions listed below:
Guidelines:
- Discuss the strategy you took in your portfolio. The following questions should help you think through this.
o Did you take a lot of risk or play it safe? Why?
o How did you research your trades? List of a few sources you used to conduct this research.
o How did you invest? - Stocks, mutual funds, ETF, options, etc.
• Why? Explain your rationale
o If you had to start over again, how would you change your strategy/research?
Discuss your best 2 trades and your worst 2 trades (by % return, NOT $ return). The following questions should help you think through this.
o Discuss the trend for each asset - what price did it start/end? Time frame (how long did you hold the asset)?
o Was there a particular piece of news/press release that significantly influenced the price of the asset?
o Would you make these trades in your personal portfolio in real life?
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also include a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also Include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.