Prepare a performance report of my sector fund during the 12-week period of OPEN

Thursday, August 31 - CLOSE Friday, November 24. Include three barcharts:

1. the performance of the overall portfolio (vs. S&P 500 Index) spanning the entire investment period (August 31 OPEN - November 24 CLOSE),

2. the performance of the initial portfolio vs. the S&P 500 Index for the initial allocation period (August 31 OPEN - October 11 CLOSE), and

3. the performance comparison since the allocation change (October 11 CLOSE - November 24 CLOSE). Also, for each of the three periods, present the initial market weights of each sector that I will post on Canvas and the weights you set for your own exposure in each sector, and if you were underweight, marketweight, or overweight. Provide an explanation for your original allocations (like you did on the paper you originally turned in). Also present an explanation for any allocation changes from October 11 (if you made any). If you decided to maintain the initial weights, explain why you did not change anything. Analyze your performance, drawing on if your expectations and reallocations (if any) for the sector performances were correct.

Provide a presentation of the alphas for each of the three charts and give an analysis of the absolute and relative performances. Be concise but thorough. The report should answer these questions: 1. How did the fund do during the first period? 2. Did you reallocate the exposures to do better in the second period? 3. What was your reallocation if any and why did you reallocate or why not? 4. How did the fund do in the second half after reallocation, if any? 5. How did the fund do during the whole period? Provide explanations and analysis.

I provided my Sector fund weights

\begin{tabular}{|l|l|l|} \hline & & WEIGHT \% \\ \hline XLB & Materials & 3.0% \\ \hline XLC & Communications Services & 8.0% \\ \hline XLE & Energy & 3.0% \\ \hline XLF & Financials & 14.0% \\ \hline XLI & Industrials & 6.0% \\ \hline XLK & Information Technology & 30.0% \\ \hline XLP & Consumer Staples & 8.0% \\ \hline XLRE & Real Estate & 2.4% \\ \hline XLU & Utilities & 2.6% \\ \hline XLV & Healthcare & 15.0% \\ \hline XLY & Consumer Discretionary & 8.0% \\ \hline & & 100% \\ \hline \end{tabular}