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In this final report, your team will assess the performance of your investment strategies in a one- to two-page, double-spaced paper. You may attach as many pages of tables and exhibits as you wish.Here are some notes/suggestions for the final HTMW Report:The bulk of your report should NOT consist of a listing of every individual stock and/or trade you have made during the project timeline (you man include this as an appendix or as a separate Excel file). However, the following topics should be addressed:
1. The evolution of your portfolio composition over time. Discuss the following (using the start-middle-end compositions):
A. The investment philosophy (and any changes therein with explanation)
B. The level of diversification (and any changes therein with explanation)
C. The level of risk carried by your portfolio as compared to the Market (and any changes therein with explanation)
D. The risk-adjusted performance of your portfolio for the middle and end portions (and any changes therein with explanation)
2. Be sure to include the following information in your report:
A. What was the total return on your benchmark portfolio (use ^GSPC from Yahoo! Finance as your benchmark)?
B. Did you do better or worse than the S&P 500? Can you explain why? Be specific! Remember, you dont need to adjust this portfolio for taxes or fees for this comparison.
C. Define how risky your portfolio was in terms of a weighted beta compared to the S&P 500. (Note: This doesnt need to be exact for those who made many trades. Just try to estimate the beta of the portfolio over this period as accurately as possible. Beta of cash is zero.)
D. How did your portfolio perform compared to the S&P 500 on a risk-adjusted basis? (Note: The beta for the S&P 500 is equal to one. Use the CAPM with the S&P 500 as your expected return parameter.)
3. What did you learn from this assignment and this class that will make you a more knowledgeable investor? Be specific!
4. What adjustments did you make in the second portion of the stock challenge?
5. Discuss, what you have learned about forming portfolios
6. Discuss, in retrospect what you would have done differently if you knew of Day 1 what you know today.
7. How will you apply this knowledge in your personal life going forward (e.g., in your retirement planning)?Finally:Write the report like you are writing it to your current investors, explaining your performance. You should also tailor it so that it is attractive to new investors.Proofread the submission before you submit it. Correct and spelling and grammar issues.
