Portfolio Management Project Report

  • 2013

Portfolio Management Project Report

Author:
Megan Doran
Abstract:

In the second week of the Investments & Portfolio Management seminar we were given $60,000 in fake money and asked to create and manage a portfolio of stocks and other securities through the remainder of the class. We had to determine our portfolio objective and strategy to go along with the objective, then keep an eye on it and make any changes we felt would be beneficial. During week 11 of the class, we had to write a report on how well our portfolio did over the past weeks, how we evaluated them, what sites or screens we used to determine the stocks that went into our portfolio, and if the outcome met our expectations and objectives.