Financial Market Portfolio

Student Jonae Edgecombe

Max Score

Age Stated 1 1

Ability to take risk 1 0.5 Needed to expand

Willingness to take risk 1 0.5 Needed to expand

Asset allocation matches tolerance 2 1 Too many stocks for a moderate investor

All asset class invested 1 1

Week 4

Sales/Purchases 2 1 Very minimal explanation

Performance comparison 1 0

Market comparison 1 0

Week 4

Sales/Purchases 2 0 No changes made and explanation not sufficient

Performance comparison 1 0

Market comparison 1 0

Week 4

Sales/Purchases 2 1 Very minimal explanation

Performance comparison 1 0

Market comparison 1 0

Overall Presentation 2 0

Total 20 6

Portfolio assignment was poorly done. There was no explanation of why willingness and ability to take risk were

what they were. There was no mention of how the portfolio or the overall market performed.