24 Aug Report Writing:Write portfolio performance reports. Use of a
Report Writing:Write portfolio performance reports. Use of a spreadsheet program (Excel) is a must.A. First Report:1. Discuss your beginning portfolio strategy and security selection process:2.3.▪ Link your market strategy with general market outlook for the year.▪ What index are you going to try to beat with your stock picks? Why did you pick thatindex?For each security in your initial portfolio, calculate and comment on the following:▪ Price level and percentage change so far▪ A measure of historical returns. (5 years of monthly returns – can be obtained fromhttp://quote.yahoo.com)▪ Measures of the security’s risk: `(a) The standard deviation(b) BetaFor the whole portfolio, calculate and comment on the following:▪ total portfolio gain/loss in dollar and percentage terms▪ Total portfolio Beta▪ Find the portfolio expected return, using the T-bill rate as the risk-free rate and 12% as themarket return▪ The correlation matrixB. Second Report:▪ Revaluate your risk level by forecasting where the market is heading in the future. At thisstage you might have to sell or buy securities.1. For each new trade in your portfolio, calculate and comment on the following:▪ Justification of the trade▪ Expectation2.For the whole portfolio, conduct performance analysis:▪ Measure absolute performance▪ Measure performance relative to the benchmark portfolio▪ Measure performance relative to the risk-adjusted expected return, based on yourportfolio’s average beta▪ Measure the portfolio’s excess return: the difference between the actual and theexpected.3. Conclusions▪ Conclude with a critique of your portfolio – what would you have done differently knowingwhat you know now? This does not mean using perfect hindsight to decide what stocksyou should have purchased! Rather, suppose you were starting today. Given your currentknowledge of the stock market compared to earlier in the semester, what would you havedone differently in terms of your portfolio strategy and your security selection process?What lessons from the game were useful?GradingnotSources of Information▪ CNBC: http://www.cnbc.com/▪ Wall Street Journal: www.wsj.com▪NewYorkTimes: www.nyt.com▪Investopedia: www.investopedia.com▪ MorningStar: www.morningstar.com▪ Financial Visualizations: www.finviz.com▪ Yahoo Finance: finance.yahoo.com
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