The 3-Portfolio Case Project Term Papers is designed to illustrate field knowledge and experience is applied in the term-long case study. Students will
construct three distinct investment portfolios during week one of the course –
(1) an actively selected portfolio (P1)
(2) a randomly selected portfolio (P2)
(3) a passive portfolio (P3)
Each of the three portfolios will contain four common equity stocks of 100 shares each (400 shares). In other words, the total number of companies to be
analyzed in the 3-Portfolio Case Project is 12 companies and 1,200 shares of common stock. The transaction cost for buying and selling shares is $15 and
should be included in your analysis.
Sample Solution