Stocks Trade

A. 1000-word reflection pieces that discuss how the lecture complemented or contradicted the topic readings. Did you learn something beyond the readings? What is / are the most important takeaways on this topic? A final paragraph on remaining unanswered questions / future readings / data you would like to see or potential interest from a career perspective) based on the lecturer. Please cite at least two references from the assigned weekly readings.

B. You will begin with a portfolio worth $250,000, please make an investment (s) totaling at least $25,000 in securities directly related to the lecture topic. ETFs and mutual funds are acceptable investments. You must provide a full description of each investment position and investment rationale.

1. What is the dollar and percentage of your portfolio? (portfolio trades must be completed by 4PM each Friday)

2. How does your portfolio performance compare to the S&P performance since you made your first trade and the past week?

3. Discuss the reasons for the differences you identified in #2.

You need to include 1) the report or spreadsheet that shows your open positions as a Table and 2) the Transaction History report. You can hit the PrtSc button and then copy each into the Word document.