25 Jul Stocks Portfolio Performance Report
1. Please compute or include the following in your report:
- Include any relevant transaction history with commissions for any and all trades following the start date and preceding this terminal date.
- Determine your ending security values.
- Determine your ending portfolio value.
- Calculate your investment portfolio return and annualize this rate of return.
- Include Excel or any other charts in your report you feel appropriate.
2. Answer the following:
- How did your portfolio perform against the professor’s S&P 500 Mutual Fund?
- Now that it is nearing the end of the class term, in hindsight, what if anything would you have done differently when investing the $100,000?
- Is a period of 5 weeks enough time to apply the principles of value investing?
