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In this first Stock Trak Challenge, you will be responsible for completing an investment profile from Charles Schwab (Charles Schwab Investor Profile Questionnaire.pdf ) and subsequently selecting mutual funds or ETF's based on your investment strategy. The goal is for you to “paper trade” your chosen investment strategy and then reflect upon your experience at the end of the semester. The project officially ends on the last day of the Spring semester, but I have enabled access to this Stock Trak challenge until December 31st on the chance that you want to play with it after the semester ends.

Part One (4pts) - Investment Profile 

Complete and submit a copy of the investment profile, which was developed by Charles Schwab. The investment profile will provide you with one possible starting point for asset allocation. Another asset allocation trick is to subtract one’s age from 100. This value is the percentage in stocks and your age is the percentage in bonds and/or cash. This only works if you are younger than 100. J You should print the Charles Schwab investment profile, complete it, scan it, and then submit the scanned document to the appropriate Dropbox folder in Angel. As an alternative to scanning, you may circle items using adobe software and submit that document if you are familiar with the Adobe software. You can also download the free Foxit reader athttp://www.foxitsoftware.com/Secure_PDF_Reader/ (Links to an external site.). Be sure to select the “Foxit Reader” which is free. You can use the circle tool and the text tool to give your document a nice finished look. Be sure to NOT set the Foxit Reader as your default .pdf reader if you already use an Adobe product.  

Required Formatting: 

You should also submit a second document, which is a 1-2 page, single spaced paper discussing your "Time Horizon Score", your "Risk Tolerance Score", and your overall asset allocation style - along with a brief discussion on why the recommended mix might be appropriate for you. Submit BOTH documents by the listed due date. Your document should be in Times New Roman, 12 point font with 1-inch margins. Type your name and the assignment’s name in the Header (“Insert” tab, then select “Header” in MS Word). Do not include a heading in the body of your text to fill space…I will remove it when determining the length requirement. You may use 1 image (google “snipping tool” if you do not know how to use it), but it needs to be no larger than 3 inches by 3 inches.