Order Stock-Trak Portfolio Report Assignment

Order Stock-Trak Portfolio Report Assignment
You may want to follow the guidelines below for the final report of your Stock-Trak portfolio performance during the quarter.
Your report is not expected to exceed four pages excluding any tables and appendices.
1. On the first page, replicate the investment policy statement (IPS) including your asset allocation that you submitted to the instructor.
2. Explain the funds allocation among different assets that you actually choose in your Stock-Trak portfolio. If your actual asset allocation is different from the allocation in your policy statement, explain the rationale for changing your asset allocations. Here you may think of strategic asset allocation and tactical asset allocation strategies that we discussed in chapter 11.
Order Stock-Trak Portfolio Report Assignment
3. Provide your rationale for selecting the particular securities such as stock, mutual funds, ETFs, bonds, bond funds, real estate funds, etc. for your Stock-Trak portfolio. That is, explain why you considered these securities to be the most suitable in meeting your return-risk goals and asset allocations in the investment policy statement. You may use the portfolio investment philosophies and strategies from chapter 16 such as passive strategies, indexing, top-down approach, style-based strategies, asset attributes-based strategies, and technical analysis in your explanation (see chapter 11 and Exhibit 11.6).
4. Compare the performance of your portfolio relative to a relevant benchmark you stated in your policy statement. If you did not list a benchmark in your IPS, you may use a broader well-known benchmark such as S