Question
(Building/Creating a strategy benchmark) a) Create a strategy benchmark. Explain why this benchmark is appropriate. b) Submit an excel file with separate sheets in the
(Building/Creating a strategy benchmark)
a)
Create a strategy benchmark. Explain why this benchmark is appropriate.
b)
Submit an excel file with separate sheets in the file for each of the following:
1) Your original portfolio with stock names and weights
2) Your portfolio categorized by the weights in each sector/geography etc. indicated.
3) A list of the Etfs that you selected with Ticker symbols and their ong names, information on
the ETFs (this can be copied or downloaded from Factset on your excel spreadsheet);
allocations to each ETF (Percentage invested in each ETF) and an explanation of why you think a
blend of these etfs will best reflect your investment strategy and therefore is suitable.
Your
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