Stock-Trak Portfolio
Please add, delete, or make any needed changes to your Stock Trak portfolio. Write a two- to three-page, double-spaced paper that describes how your portfolio has changed since it was created. Be sure to address the following questions: Has your portfolio grown or shrunk? What factors contributed to these changes? What was your investment strategy? Why did you make changes and what did they yield? Given what you know now about investing and where your portfolio is now, what would you have done differently?
Main Elements
This paper should include an introduction (with an overview of the portfolio to date), a detailed analysis of the portfolio at various stages throughout , and a conclusion. The conclusion should include an analysis of the portfolio performance, including when and why the portfolio was successful or unsuccessful. A summary of the strategies employed should also be included.
Format
Milestone One: Short Paper Module One (attached)
In 1-1 Survey: Stock-Trak, you will submit a short paper. The format should be a one- to two-page paper describing the creation of the portfolio. This is an ungraded assignment.
Milestone Two: Short Paper Module Two (attached)
In 2-1 Doing: Stock-Trak, you will submit a short paper. The format should be a one- to two-page paper describing changes and updates to the portfolio. This is an ungraded assignment.
Milestone Three: Short Paper Module Three (attached)
In 3-1 Survey: Stock-Trak, you will submit a short paper. The format should be a one- to two-page paper describing changes and updates to the portfolio. This is an ungraded assignment.
Milestone Four: Short Paper Module Four
In 4-4 Survey: Stock-Trak Portfolio, you will submit a short paper. The format should be a two- to three-page paper describing changes and updates to the portfolio. This serves as the midterm for the course.