An introduction offering a background on the rationale you used to select and construct your portfolio; An explanation of the asset allocation that demonstrates the weightings of the components of the portfolio; An evaluation of the performance of each investment in the portfolio over the time span of the course; Complete the portfolio performance measure with each of the following categories: Sharpes Measure Treynors Measure Jensens Measure THE PURCHASE DATE FOR ALL WAS 4/30/2017 A discussion on the soundness of your portfolio (e.g., risk versus return, meeting original objectives.) Your synopsis of your findings (e.g., what went well, what would you have changed). ASSETS ALLOCATION % OF ALLOCATION APY AMOUNT 6-MONTH CD SERVICE CREDIT UNION 15% APY 1.30% $1,500 100 SHARES PUBLIC TRADE WALMART 15% $1,500 100 SHARES PUT & CALL GENERAL MOTORS 10% $1,000 CORPORATE BOND - VCLT Vanguard Long-Term Corporate Bond ETF 15% YTD 2.50% $1,500 MUTUAL FUND - FUSEX Fidelity 500 Index Fund 45% $4,500 TOTAL % ALLOCATION 100% $10,000

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