Alternative Project Description-
Portfolio Analysis

If you don't want to risk the chance of winning, or losing, on the monthly on-line investment game, then this is the option for you!

This is a written report project, in which you will undertake a detailed analysis of an investment portfolio.  Your report must address and contain the following issues.

1. You must choose an investment objective, such as college fund, retirement account or bequest fund, for example for your portfolio.

1. You then must construct (design, makeup) a portfolio, containing assets to achieve the goal just established while providing adequate diversification.  It must contain at least 4 different assets, including at least 2 publicly traded stocks.  You can include mutual funds and index funds if you like.

2.  You must justify the inclusion of each asset in the portfolio, against those not included, and relative to the other included.  Eg, why individual stocks as opposed to index funds? why technology and not pharmaceuticals? why a greater proportion in money market funds than equity funds?

3. Each stock included in the portfolio must be researched using traditional fundamental analysis.  The company report must be reviewed, and a history of relevant data, including stock price, must be provided.

4. If possible, a recent history of the portfolio performance should be constructed.  The future performance of the portfolio, against industry standards such as the Dow or S&P500, should be projected and discussed.

The paper is due the last week of semester.
I expect this report to be approximately 8-10 pages in length.