Part One Asset Allocation Questionnaire You will be managing two portfolios, an active portfolio consisting of individual stocks and ETFs and a passive portfolio of just ETFs and Mutual Funds The trading rules will be covered on the next assignments Some students already have prior investment experience Some are just getting started and this simulation is your first experience To help you with what could be an overwhelming task (i e , allocating a portfolio for this challenge), I have provided STC (stock trak challenge) The Starting Point Please see these linked videos, on STC The Starting Point, if the information is helpful for you Investment advisors will often give their clients a risk tolerance questionnaire to begin the process of determining the desired risk level for a portfolio, which helps identify an asset allocation strategy In this assignment, you will take two questionnaires to see what they tell you Please answer all questions with retirement in mind The first questionnaire is from VanguardLinks to an external site It is a fairly simple survey, but it may help new investors get their bearings The second questionnaire is from CalcXMLLinks to an external site , and it is a little more detailed Please understand that these two questionnaires are starting points for portfolio allocation They are geared toward your long term investing goals For this trading simulation, you may need want to be riskier than these questionnaires suggest due to the short term nature of the project This is perfectly acceptable and you do not need instructor permission to be riskier (or less risky) This assignment is simply a starting point to help your asset allocation strategy I want to hear you talk about the results from each questionnaire and your thoughts about these results Once you have completed both questionnaires, use the snipping tool (in Windows or Mac) to capture the recommended allocation of each source Deliverable Your team needs to turn in a 1 page (minimum length requirement), single spaced paper Make sure to organize your thoughts logically and professionally Use paragraphs and good sentence structure

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Part One - Asset Allocation Questionnaire You will be managing two portfolios, an active portfolio consisting of individual stocks and ETFs and a passive portfolio

Part One - Asset Allocation Questionnaire

You will be managing two portfolios, an active portfolio consisting of individual stocks and ETFs and a passive portfolio of just ETFs and Mutual Funds. The trading rules will be covered on the next assignments. Some students already have prior investment experience. Some are just getting started and this simulation is your first experience. To help you with what could be an overwhelming task (i.e., allocating a portfolio for this challenge), I have provided STC (stock trak challenge): The Starting Point. Please see these linked videos, on STC: The Starting Point, if the information is helpful for you. Investment advisors will often give their clients a risk tolerance questionnaire to begin the process of determining the desired risk level for a portfolio, which helps identify an asset allocation strategy. In this assignment, you will take two questionnaires to see what they tell you. Please answer all questions with retirement in mind.

The first questionnaire is from VanguardLinks to an external site.. It is a fairly simple survey, but it may help new investors get their bearings.
The second questionnaire is from CalcXMLLinks to an external site., and it is a little more detailed.

Please understand that these two questionnaires are starting points for portfolio allocation. They are geared toward your long-term investing goals. For this trading simulation, you may need/want to be riskier than these questionnaires suggest due to the short-term nature of the project. This is perfectly acceptable and you do not need instructor permission to be riskier (or less risky). This assignment is simply a starting point to help your asset allocation strategy. I want to hear you talk about the results from each questionnaire and your thoughts about these results. Once you have completed both questionnaires, use the snipping tool (in Windows or Mac) to capture the recommended allocation of each source.

Deliverable:

Your team needs to turn in a 1 page (minimum length requirement), single-spaced paper.
Make sure to organize your thoughts logically and professionally. Use paragraphs and good sentence structure.