Please the instructions carefully:
stock buying starts from 10/01/2017
do let me know what software you will use for buying the stocks..
some sites I recommend for your research: finviz.com, yahoo finance, morningstar.com, bigcharts.marketwatch.com
Portfolio Management Project
Start with $1,000,000 cash to be invested beginning 9/30/17 closing in accordance with the management style as assigned.
The account is a cash account and no margin can be used for this project.
Stocks: AMZN, FB, PCLN, GOOG, MSFT, V, HD, SYK, ADBE, ATVI, BA, CELG, HDB, SBUX, EA (15 in total, up to you about how much you buy of each)
Assume that there are no commissions associated with trading for this project.
It is your responsibility to keep track of the trade prices.
Prepare a report 4 weekly reports (the fourth week report should be of the entire month) in a format designed to include performance, account characteristics and any other information deems important.
Develop an internal decision making mechanism which will support their buy/sell decisions.
Month of October
Background Information Provided
Responsible for written documentation of the following:
Organization of Firm
Investment Philosophy & Process with stated discipline to include
Top Down vs. Bottom Up
Market Timing (yes or no)-holding large cash positions
Growth vs. Value
Security Selection Process
Fundamental Analysis used
Technical Analysis used
Average number of securities held in portfolio
Equal weighted positions or relative to securities position in benchmark index.
Management of portfolio
Reporting of transactions taking place during period
Performance/Portfolio Reporting (Month End)
The portfolio is a long only portfolio. No Short Sales are allowed.
What characteristics are important in stock selection.
Growth Stock Selection-Focuses on growth (either historical or potential ) of some fundamental issue
BENCHMARK TO WHICH YOU ARE MANAGING AGAINST IS THE S&P 500 GROWTH INDEX
Cash Flow Growth
You can either use historical growth rates or expected growth rates in the above in order to make your stock selection.
How will you put the stocks selected into a portfolio of securities?
How many stocks will you have in your portfolio? This will impact your diversification and the volatility of your portfolio.
How will you weight each position-equal weight or other technique?
Will you take into account the sector weights of your portfolio relative to the benchmarks sector weights?
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