Homework: Securities Trading Design and Strategy Report for Medium / Twitter
The paper should consider all publicly traded securities that we studied in this course (bonds, stocks, commodity and currency futures, options, mutual funds and ETFs) and geographic diversity. You don't need to include all in your strategy, but you need to explain the rationale for the ones that you've chosen.
The strategy development can be conceptual or quantitative based upon your skill set. The final paper should be 3 to 5 pages including graphs and visuals.
Should include explanation of the investment strategy, asset allocation decisions, and critically analyze the potential (possibly back-tested) results of the portfolio management. The report preparation allows the students to revisit all learning points and practice with professional reporting.
The content of the report should include, but not limited to:
a. Executive Summary; identify the risk profile that you are addressing in your chosen strategy
b. Description of the Investment Strategy or Strategies used for each asset class or overall
c. Description of the asset allocation, if any;
d. Analysis of the market, macro-, industry and other factors affecting the investment decision.
e. Valuation of the market, or specific industry or company/investment;
f. Analysis of particular events and securities performance in anticipation / reaction to these events
g. Conclusion and lessons learned;
Format your homework according to the following formatting requirements:
o The answer should be typed, using Times New Roman font (size 12), double spaced, with one-inch margins on all sides.
o The response also includes a cover page containing the title of the homework, the student's name, the course title, and the date. The cover page is not included in the required page length.
o Also include a reference page. The Citations and references must follow APA format. The reference page is not included in the required page length.