1)      (1 page)  Pick one investment of yours that performed well (my good performance stock symbol is EMBB).  How did it’s return compare to the S&P 500 Index (Ticker: SPY) return over the same time period?Why did this investment perform well?  What happened?Research news on the stock to find out if any significant events occurred.  You can see news links for your stock where you get stock quotes.

2)      (1 page)  Pick one investment of yours that performed poorly (my poorly performance stock symbol is NFLX … Netflix).  How did it’s return compare to the S&P 500 Index (Ticker: SPY) return over the same time period?  Why did this investment perform poorly?  What happened?  Research news on the stock to find out if any significant events occurred.  You can see news links for your stock where you get stock quotes.

3)      (1 page)  Compare your portfolio asset allocation to the following portfolio guidelines which are representative of what many financial advisors suggest.  You can think of these portfolio guidelines as an optimal risky portfolio combined with a risk-free asset (cash can be considered the risk-free asset).  Comment on how your asset allocation is different.Why might the below diversified portfolio be better or worse than your Part 1 portfolio?

a)      Cash:                             5-20%

b)      Fixed Income:              10-50%

c)      US Equities:                 20-60%

d)      International Equities:  10-40%

 

Leave a Reply

Your email address will not be published. Required fields are marked *