Question
Select 20 stocks based off the investment structure you deem most acceptable. On the same day document the price of these 20 stocks. In addition
Select 20 stocks based off the investment structure you deem most acceptable. On the same day document the price of these 20 stocks. In addition to the price, determine a hypothetical number of shares you want to buy of each stock. You can keep it at 1 stock and 1 share if you wish, but you may also choose any other allocation that you find interesting. After you have selected your stocks and the number of shares, total the value of each position (Share Price x Shares), and the total value of your whole portfolio. Also, please document the value of the S&P 500 and DOW Jones Industrial Average (DOW) on the same day you select your stocks. After a few days please revisit your portfolio and update your prices to determine your overall performance. Also, please document the value of the S&P 500 and DOW.
- What are the strengths of your portfolio as well as the weaknesses?
- What type of stock fund would you classify your portfolio?
- What were the biggest winners and losers in your portfolio?
- Why do you think these stocks outperformed or underperformed compared to the rest of the portfolio?
- How did your portfolio perform in relation to the S&P 500 and DOW?
- After seeing your results, would you have changed your portfolio mix/weights?
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started