Question
For the Final Paper, you will utilize the concepts gleaned from this class to analyze the strengths and weakness of the portfolio you constructed in
For the Final Paper, you will utilize the concepts gleaned from this class to analyze the strengths and weakness of the portfolio you constructed in Week One. The completed Final Paper must include:
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
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
Purchase Date 4/30/2017 | 100% | $10,000 |
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