1. Come up with an investment strategy. For example, I believe that large ownership by insiders leads to superior returns, especially with undervalued high growth stocks. Provide a brief rationale for the strategy in your report.
2. Identify 5 stocks consistent with your strategy. Use Yahoo! Finance Stock Screener for this purpose.
3. Create a stock selection and weighting scheme (in %) consistent with your strategy. Track the performance of the stocks you selected over time. (At least 10 consecutive trading days' performance starting from 4/10/2017)
4. Submit a short report (2 pages max; excluding exhibits) describing your strategy.
The report should consist of the following:
Your investment strategy and a brief rationale for your strategy.
Your stock selection scheme, with an explanation of how the various elements of your scheme are consistent with your strategy.
A table listing the stocks (ticker), percent of money to be invested in them and their daily performance (return) over time.