Question
The main objective of this assignment is to provide students with an opportunity to understand financial assets, analyze financial information and data, and implement investment
The main objective of this assignment is to provide students with an opportunity to understand financial assets, analyze financial information and data, and implement investment strategies. Throughout this competition, you will utilize an investment simulator as a tool to apply the knowledge you have acquired in class, evaluate investment opportunities, and gain investing experience.
Tasks: 1) Account Setup 2) Assess Investment Opportunities 3) Manage Portfolio with $100,000 4) Performance Analysis and Report Submission Final Written Report covering the following sections:
1. Investment Policy Statement: This section outlines the guidelines and objectives for managing an individual portfolio.
2. Risk Tolerance Profile: Determine an individual's risk preferences, risk capacity, risk attitude, investment knowledge, and experience.
3. Investment Allocation and Strategy: Allocate investment funds across different sectors, market capitalizations, or dividend yields according to your risk tolerance and financial goals.
4. Review Portfolio and Performance Assessment: Review and assess the performance of your investments, comparing benchmarks such as the S&P 500, ETFs, or Sector Index.
5. Self-Evaluation: Reflect and evaluate investment decisions made during the course through the following aspects: a. Financial Objective and Risk Tolerance Alignment b. Emotional Factors (emotional biases and behavioral tendencies) and Investment Knowledge (current financial proficiency and knowledge gap) Requirement:
The report should be double-spaced and approximately 2000 words.
Use APA citation style for referencing
Include any supplementary information in the Appendix.
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