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Assume that you have graduated from Baruch College, worked for 2 years and saved $50,000 in your retirement fund. Instead of putting your retirement money
Assume that you have graduated from Baruch College, worked for 2 years and saved $50,000 in your retirement fund. Instead of putting your retirement money in an ill-managed mutual fund, you decide to aggressively manage the money with your own portfolio with about 6-months time horizon. Follow the MS Excel Tutorial, create your own stock portfolio with exactly 5 stocks (traded in NYSE or Nasdaq with minimal market capitalization of $ 1 billion US Dollars) from Technology sector (Go to Blackboard. Click "MS Excel Tutorial", then click Find stocks using Yahoo Sector and Industry **, follow the instruction to screen the stocks). Analyze your portfolio with historical daily prices from April 1, 2020 to September 30, 2020, and be sure that your portfolio delivers better return on investment (ROI) than QQQ and still keep its risk (stdex, standard deviation) at par of the benchmark, QQQ (an Exchange Traded Fund tracking larger technology companies). Assume that you keep minimal cash (cash is less than the cheapest stock) and invest at least 1 share for each stock in your portfolio, and you would sell the whole portfolio any time during this holding period. No fraction of a share is allowed. Assume that you have graduated from Baruch College, worked for 2 years and saved $50,000 in your retirement fund. Instead of putting your retirement money in an ill-managed mutual fund, you decide to aggressively manage the money with your own portfolio with about 6-months time horizon. Follow the MS Excel Tutorial, create your own stock portfolio with exactly 5 stocks (traded in NYSE or Nasdaq with minimal market capitalization of $ 1 billion US Dollars) from Technology sector (Go to Blackboard. Click "MS Excel Tutorial", then click Find stocks using Yahoo Sector and Industry **, follow the instruction to screen the stocks). Analyze your portfolio with historical daily prices from April 1, 2020 to September 30, 2020, and be sure that your portfolio delivers better return on investment (ROI) than QQQ and still keep its risk (stdex, standard deviation) at par of the benchmark, QQQ (an Exchange Traded Fund tracking larger technology companies). Assume that you keep minimal cash (cash is less than the cheapest stock) and invest at least 1 share for each stock in your portfolio, and you would sell the whole portfolio any time during this holding period. No fraction of a share is allowed
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