portfolio research paper

The Final Paper is the final report for your portfolio. The body of the report should be 1,500 words (not including the Abstract, Title Page and References Page). Use APA 6th ed. format. How your portfolio performed is not as critical for grading as how well you understand and express your thoughts and logic in explaining the results. Include:

· Your initial strategy, and discuss how your might have revised this over time.

· Details about the allocation of the portfolio (fundamental and technical analyses).

· Any news that may have affected your specific investments.

· General economic events or news that may have affected your overall portfolio.

· Government issues that may have affected your specific investments or your overall portfolio.

· Your recommendations and advice for your client going forward (assume you’ve been selected to be his permanent portfolio manager).

Your portfolio spreadsheet should be included as an exhibit.

Your paper will be automatically submitted to Turnitin in the assignment dropbox. Originality reports will be returned to the faculty and student. Multiple submissions are allowed. For full credit, make sure that your Similarity Index does not exceed 20%.

 

Refer to the following links for APA guidelines.       

Your assignment will be evaluated according to the following Writing Assignment Grading Criteria:

 

 

Guidelines	Writing Assignment Grading Criteria
Content (60%)	·     Response demonstrate a clear understanding of the key elements of assignment questions.   ·     Responses thoroughly cover the elements in a substantive manner.   ·     Response demonstrates critical thinking and analysis.   ·     Content is complete and accurate.   ·     Introduction and conclusion provides adequate information on the given topic.
Organization (20%)	·     Paper structure is clear and easy to follow.   ·     Ideas flow in a logical sequence.   ·     Introduction provides a sound introduction to the topic and previews major points.   ·     Paragraph transitions are logical and support the flow of thought throughout the paper.   ·     The conclusion thoroughly reviews the major points.
Writing Style, Grammar,   APA Format (20%)	·     Sentences are well constructed, complete, clear, and concise.   ·     Words used are specific and unambiguous.   ·     The tone is appropriate to the content and assignment.   ·     Grammar, spelling and punctuation are correct.   ·     APA guidelines (6th edition) are followed, such as headers, citations, references, etc.   ·     Effective use of aids, such as sections, summaries, table of contents, indices, and appendices (if appropriate)