Question
Create a table that includes: Stocks Included: Tesla, AirBNB, SPY The Ticker symbols of the initial assets in your portfolio (not cash) (these are column
Create a table that includes:
Stocks Included: Tesla, AirBNB, SPY
The Ticker symbols of the initial assets in your portfolio (not cash) (these are column headings).
You've now made a prediction for your portfolio's asset prices. In 3 rows, enter your predicted prices labelling each row with the date of the prediction.
Price Prediction (the prices i thought the stocks would be on November 24th) = AirBNB= $134.00 on September 14th 2022, Tesla = $326 on September 14th, SPY= $383.7 ON September 14th.
List the actual price of the assets as of the November 24th.
Include in a bulleted list:
Describe whether the accuracy of your predictions changed over time.
Explain your answers to item #4 in previous table in less than 100 words.
List in a table:
The Ticker symbols of the assets in your initial portfolio, including cash, your overall portfolio value, and the S&P 500 (these are column headings).
The prices at which you purchased the the initial assets and the price of the S&P 500 on the same date (including cash).
The price of the portfolio's initial assets and the S&P 500 as of November 24th.
The value weights of the initial assets, including cash (should add to 100%).
Value weighted return for each asset, including cash, and the overall return of the initial portfolio and of the S&P 500.
List in a table:
If you made additional trades after the initial trades, then what is difference between the above overall return and the return of your actual, actively managed portfolio?
Using the standard deviations that you calculated in Portfolio Update #2 (Standard Deviation, Tesla = 7.41, SPY = 2.87, AirBNB = 3.28) and a risk-free rate of return of 0.0085%, what is your sharpe ratio of each asset? (use the holding period return).
Include in a bulleted list:
Explain which parts of your portfolio gains/loss were unforeseeable vs due to informed foresight.
Imagine that you are speaking to a discerning, experienced investor who can see your portfolio composition and performance. What would you say if you want them to offer you job (they can smell BS)?
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