Stock Trak Portfolio Report Write-Up Guidelines You May Want ✓ Solved

Stock Trak Portfolio Report Write Up Guidelinesyou May Want To Follow

Write a final report of your Stock-Trak portfolio performance during the quarter. Your report should not exceed four pages excluding tables and appendices. The report should include the following sections:

  • Replicate the investment policy statement (IPS) including your initial asset allocation submitted earlier.
  • Explain the actual funds allocation among different assets in your Stock-Trak portfolio, addressing any differences from your IPS and providing the rationale for changes, incorporating strategic and tactical asset allocation strategies.
  • Provide reasons for selecting specific securities such as stocks, mutual funds, ETFs, bonds, bond funds, real estate funds, etc., explaining how these meet your return-risk goals and asset allocation strategy, referencing chapter 16’s philosophies and strategies.
  • Compare your portfolio’s performance to a relevant benchmark. If none was specified in your IPS, use a well-known benchmark such as the S&P 500 or NASDAQ composite, or a hybrid benchmark combining stock and bond market indices.
  • Discuss what aspects of your portfolio worked well and what did not. Reflect on mistakes and lessons learned from the simulation. If managing real money, what would you do differently?

Sample Paper For Above instruction

[The sample paper would be a comprehensive report of a hypothetical or real portfolio performance, including an IPS, asset allocation explanation, security selection rationale, performance comparison with benchmarks, and lessons learned, structured in a professional, analytical manner.]

References

  • Harrison, J. S., & Hoeffler, S. (2018). Investments-Environment & Portfolio Management. Wiley.
  • Bodie, Z., Kane, A., & Marcus, A. J. (2014). Investments. McGraw-Hill Education.
  • Fabozzi, F. J. (2020). Bond Markets, Analysis, and Strategies. Pearson.
  • Grinblatt, M., & Titman, S. (2018). Financial Markets and Corporate Strategy. McGraw-Hill Education.
  • Elton, E. J., Gruber, M. J., & Busse, J. A. (2019). Modern Portfolio Theory and Investment Analysis. Wiley.
  • Fama, E. F., & French, K. R. (2015). A five-factor asset pricing model. Journal of Financial Economics, 116(1), 1-22.
  • Sharpe, W. F. (1966). Mutual Fund Performance. Journal of Business, 39(1), 119-138.
  • Siegel, J. J. (2014). Stocks for the Long Run. McGraw-Hill Education.
  • Swensen, D. F. (2000). Pioneering Portfolio Management. Free Press.
  • Roberts, R., & Sercu, P. (2018). Investments: Principles and Concepts. Routledge.

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