Finance

Part Two (6pts) - Initial Investment Strategy

Submit a 1-2 page, single spaced paper about your initial strategy for investing a second portfolio of $500,000 in the Stock and Option Challenge. You are not allowed to use any mutual funds or ETFs in this second challenge. You may use any stock that is available to trade in the Stock Trak system. You may also use options strategies, but you are not required to do so. Your paper should discuss which specific investments you intend to purchase and why you chose this particular basket of stocks and/or options. Submit your completed paper to the appropriate folder in Canvas.

Required Formatting:

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.

Part Four (6pts) - Mid-Project Debrief 

Submit in writing, a 1-2 page, single spaced  paper assessing how your strategy has worked so far. DO NOT just give me a list of what funds you own and how each have performed. Discuss what, if any, changes you plan to make or may have already made since the inception of this project. Be specific! 

Required Formatting:

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.

This picture is the first time trade about mutual fund and etf.