For the Paper, you will utilize the concepts gleaned from this class to analyze the strengths and weakness of a madeup portfolio that you will construct.

Your Portfolio:

You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:

1. One hundred shares of a publicly traded company;
2. One corporate bond;
3. One mutual fund that reflects your investment style;
4. One hundred puts or calls of one option of your choosing (just make sure it is at least 6 months out);
5. With any leftover cash, find a 6-month certificate of deposit (CD) and invest the funds into it.

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.)
• Yoursynopsisofyourfindings(e.g.,whatwentwell,whatwouldyouhavechanged).

The Final Paper:

• Must be 12 to 15 double-spaced pages in length (not including the title and reference pages), and formatted according to APA style as outlined in the Ashford Writing Center.
• Must include a title page with the following:
  • Title of paper
  • Students name
  • Course name and number
  • Instructors name
  • Date submitted
• Must begin with an introductory paragraph that has a succinct thesis statement.
• Must address the topic of the paper with critical thought.
• Must end with a conclusion that reaffirms your thesis.
• Must use at least three scholarly sources (in addition to the text), and include references to website(s) required to complete this assignment.
• Must document all sources in APA style.