Develop and manage a stock portfolio on the virtual stock exchange

  1. Goals for the portfolio – state the goals for the portfolio. These goals should highlight
    information like the desired return rate, types of allocations, and level of risk tolerance.
  2. Investment philosophy – state the overall investment philosophy that the portfolio will be
    utilizing. This information would include things like how investments are evaluated, approaches
    used to achieve a diversified portfolio (if that is a goal), approach to managing risk, and overall
    trading strategy.
  3. Discussion of implementation – this information will include information about the initial
    investments, trades that were made during the duration of the project, and the final holdings at
    the end of the project.
  4. Evaluation of the strategy – assess the effectiveness of the investment philosophy by comparing
    the goals for the portfolio to the actual results.

Sample Solution