1-1 Survey: Stock - Trak
Once you have created your portfolio, type a brief (maximum one-page) report and submit it for review. The report must include the following:
- The securities that were selected as part of the portfolio
- The reasons they were selected
1-2 Survey: Stock - Trak
Please add, delete, or make any needed changes to the portfolio simulation. Then develop a one-page, double-spaced brief that discusses the additions, deletions, or changes to the portfolio. If no changes were made, please discuss reasons that the portfolio was made. Also, the brief can discuss any investment strategy or financial events, or provide a market overview. (Maximum one-page)
1-3 Survey: Stock - Trak
Please add, delete, or make any needed changes to the portfolio simulation. Then develop a one-page, double-spaced brief that discusses the additions, deletions, or changes to the portfolio. If no changes were made, please discuss reasons that the portfolio was made. Also, the brief can discuss any investment strategy or financial events, or provide a market overview.(Maximum one-page)
1-4 Survey: Stock - Trak
Please add, delete, or make any needed changes to the portfolio simulation. Then develop a one-page, double-spaced brief that discusses the additions, deletions, or changes to the portfolio. If no changes were made, please discuss reasons that the portfolio was made. Also, the brief can discuss any investment strategy or financial events, or provide a market overview. (Maximum one-page)
1-5 Survey: Stock - Trak
Please add, delete, or make any needed changes to the portfolio simulation. Then develop a one-page, double-spaced brief that discusses the additions, deletions, or changes to the portfolio. If no changes were made, please discuss reasons that the portfolio was made. Also, the brief can discuss any investment strategy or financial events, or provide a market overview. (Maximum one-page)
1-6 Survey: Stock - Trak
Please add, delete, or make any needed changes to the portfolio simulation. Then develop a one-page, double-spaced brief that discusses the additions, deletions, or changes to the portfolio. If no changes were made, please discuss reasons that the portfolio was made. Also, the brief can discuss any investment strategy or financial events, or provide a market overview. (Maximum one-page)
1-7 Final Paper: Stock - Trak
Finalize your Trading Decision in 6 stages, in your portfolio, discuss reasons that the portfolio was made. Also discuss any investment strategy of financial events, or provide a market overview. Total 8 pages total double spacing in New Times Roman.
Portfolio Summary:
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Cash Related Items
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Market Value
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Portfolio Summary
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Cash Balance $983.666.00
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Market Value of Long
Position $16,476.00
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Portfolio Value $1,000,717.49
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Short Sale Proceeds N/A
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Accrued Interest Earned on Bonds $0.00
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Percentage Return 0.07%
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Loan Balance $0.00
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Market Value of Short Position $0.00
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Buying Power $1,985,058.98
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Interest Charge on Loan $0.00
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Net Market Value of all Positions
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Trades made/Allowed 3
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Total Market Value for Future $0.00
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Spy ETF % Return 1.88%
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Restricted Funds $0.00
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SPY ETF at start date $204.02
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Margin Requirements $0.00
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Current SPY ETF $207.85
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Total Margin for Future
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Class Settings
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Account Currency USD
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Day Trading Allowed Yes
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Beginning Cash $ 1,000,000.00
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Short Selling Allowed Yes
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Position Limit 25% of Portfolio
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Allow Trading or Margin Yes
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Interest Earn Rate 3%
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Trading Begin Date 4/11/2016 9:30AM
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Interest charge Rate 8%
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Trading End Date 6/20/2016 4PM
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Minimum Marginable Price $3.00
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Commission $10.00
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Max number of Trades 200
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