Investment Report Analysis
Your assets
The equity and bond will be based on Exchange Traded Funds (ETF). These are passive investment vehicles that hold a range of assets.
• The equity holdings will be based on the SPY ETF. This is based on the S&P 500 index. You can find out more about the fund on Yahoo Finance, Morning Starr and other sites. Use the ticker SPY to get information.
• The bond holdings will be based on the TLT ETF. This is based on the ICE 20 year plus government bond index. Again, you can find out about the fund using the ticket TLT.
Adjusting the portfolio
There are a number of rules that are applied to make this exercise work:
• You begin with $1 million in cash.
• You can only make changes to the portfolio at the weekend. This is to make it easier for me to track what is going on and to prevent you being distracted from your other classes.
• You will trade at Friday’s closing price.
• If you make a mistake and try to spend more money than you have, the trade will be cancelled, and you will be fined 10% of your original fund (i.e. $100,000). Mistakes are expensive.
• You will be given a confirmation of your trades, your portfolio holdings and a valuation at the beginning of each week
The report
The report will be one thousand words. It should be professional document that will explain your strategy and performance.
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