portfolio report

Portfolio Report
Prepare a final report on your client’s portfolio. Remember, your grade on this project is NOT how much money they made; it is based on your thoughtful, complete analysis of those results. It would be a good idea to include as many of the concepts you learned in this course in this analysis 🙂

Report should contain three main sections:
1. Returns analysis
• What was your required rate of return? How did you compare to it?
10%, 2% for now
• Which three securities were your biggest winners? Which three were your biggest losers? Measure winners and losers in percent, not dollars.
Biggest winners: KO, NVDA, INO biggest losers: JD, NIO, M
0.5 : 0.5 percent
• What were the firm-, industry- or market-related events that led to the extreme performance of these six stocks? Be specific and sure to properly reference any sources.

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2. Risk analysis
• Compute the standard deviation of your portfolio’s and your benchmark’s weekly returns, as well as your portfolio’s b (using your benchmark index as “the market”).
• On a risk-adjusted basis, did you beat your benchmark? Compute both the Sharpe ratio and Treynor measure. Which of these measures is most appropriate for evaluating your performance? (Think about what the R2 of your portfolio beta regression tells you about this last question.)
• Compute your up-market and down-market betas. Were you good market timers or bad market timers?

3. Conclusions
Conclude with a critique of your portfolio – what would you have done differently knowing what you know now? This does not mean using perfect hindsight to decide what stocks you should have purchased! Rather, suppose you were starting Stock-Trak today. Given your current knowledge of the stock market compared to earlier in the semester, what would you have do differently in terms of your portfolio strategy and your security selection process? What lessons from the game will be useful as you save for retirement?

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