Stock Investments – Stock Market Performance Evaluation / Graphs

Requirements: [ Must include Excel File/s]
•Upload the Excel file/s you used to prepare the paper

• Your objective is to outperform S&P 500. Draft a report that outlines the performance of your portfolio to that of S&P 500 for the period ending on August 06, 2021 (or close to it)
[Note: I did NOT outperform the S&P 500]
*Length Guideline: three double-spaced pages, plus a page citing your references and few pages for appendix *
Source Material – Feel free to use sources of your own choosing to supplement your article.

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•Include in your paper a brief outline of the performance of your portfolio against S&P 500.
•Compare your performance on raw return as well as on risk adjusted basis, such as: Sharpe Ratio, Treynor Ratio, and Jensen’s Alpha. To do this, you must start with the daily value of your portfolio as well as that of S&P 500. Compute the daily return of your portfolio as well as that of S&P 500, **run a regression**, and take note of the alpha and the beta of the portfolio returns.
(You can include the two graphs and the regression output in the body of the paper.)

**Body of the paper: Write your paper in a simple narrative format while addressing the following points:**

1) How many transactions did you place?
How did your portfolio perform against S&P 500?
What do you think led to your portfolio under/over-performing the benchmark?
What instruments did you trade, and can you mention market events that contributed to how your portfolio performed? [note: I based my market events impacted by COVID-19] It doesn’t have to be transaction by transaction analysis; overview of your trading and mention of major events would suffice.
What lessons did you learn while managing your portfolio and what would you do differently? [ to NOT invest into “Meme-Stocks” and take stock-trading seriously by investing into better stocks- feel free to add your opinion]

2) Additional points:
– Calculate the daily and annualized return and risk of your portfolio as well as that of the benchmark (S&P 500).– (or close to it at least)

– Plot daily market value of your portfolio for the trading period. (anything *Close* will suffice)

– Plot a graph that compares the cumulative return of your portfolio to that of the benchmark.

– Evaluate the performance of your portfolio to that of the benchmark using different performance evaluation metrics, such as: Sharpe ratio, Treynor ratio and Jensen’s alpha.

– When you use different performance metrics to evaluate the performance of your portfolio, take time to explain what those metrics mean how they could be interpreted. Make sure to cite sources (if need be)

To Writer: Please let me know if you need any more additional sources or materials! — I can provide them to you instantaneously. Also, numbers don’t have to be precisely accurate but close-to-accurate.

Attached is the following:
– Examples of the stock market investments – Performance Evaluations
– CSV. (Excel-files) are my personal stock market trades/performance
– Summary of my stock investment & S&P 500 vs My performance is my performance as well

Any Questions, I respond within the hour!


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