StockTrak: Diversification Across Industries to Enhance Asset Allocation
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StockTrak
FINC 3640 (Spring 2019)
Name:
Beginning portfolio value: $1,000,000
Ending portfolio value:
Holding period return of your portfolio:
Holding period return of the S&P 500 index (use SPY ETF return):
Number of trades:
Ranking within the class:
_______________________________________________________________________________________________________________
Graph the performance of your portfolio and the S&P 500 index here (use StockTrak tool Graph my portfolio – 3 months)
Diversification of your portfolio: Fill out the tables below (please adjust the items based on your portfolio), and simple discuss the reason that you made (or didn’t make) such diversification and whether your diversification decision benefits you.
Asset Class |
Weights |
Equity |
|
Mutual Funds |
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Futures |
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Spot |
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Cash |
Industry Distribution |
Weights |
Financial |
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Technology |
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Consumer Goods |
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Basic Materials |
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Services |
Market Cap |
Weights |
Large Cap |
|
Middle Cap |
|
Small Cap |
List three of your best performers and three worst performers. Show their holding period returns and ending market values (table). (For the closed trades, use the “Sell” “AVG PRICE” to fill the “Price of the last day”, “Buy” “AVG PRICE” to fill the “Purchase price”.)
Best Performers:
Assets Type |
Symbol |
Company |
Purchase price |
Price of the last day |
HPR |
Open/Closed |
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Please briefly describe the reason you invested in these performers.
Worst Performers:
Assets Type |
Symbol |
Company |
Purchase price |
Price of the last day |
HPR |
Open/Closed |
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Please briefly describe the reason you invested in these performers as well as the reason that you closed or didn’t close the position.
Shortly evaluate how your portfolio did (Examples: What kind of strategy are you using? Did you trade based on market information? Do you think your strategy is good? Do you think diversification is important for your portfolio? What do you think had the largest influence on your returns? Comments on the riskiness of your portfolio. Would you do the same trades with your own money? What would be your strategy to the future – assuming it is not play money but your own? Etc.).
FINC 3640 (Spring 2019)
Deadline: April 23, 2019
Name: Xunyi Shao
Beginning portfolio value: $1,000,000
Ending portfolio value: $ 1,011,265.03
Holding period return of your portfolio: 1.13% increase
Holding period return of the S&P 500 index (use SPY ETF return): 0.72% increase
Number of trades: 19
Ranking within the class: 23
_______________________________________________________________________________________________________________
Graph the performance of your portfolio and the S&P 500 index here (use StockTrak tool Graph my portfolio – 3 months)
Diversification of your portfolio: Fill out the tables below (please adjust the items based on your portfolio), and simple discuss the reason that you made (or didn’t make) such diversification and whether your diversification decision benefits you.
Asset Class
Weights
Long Equities
0.4%
Cash equities
99.6%
Mutual Funds
0%
Futures
0%
Spot
0%
The above diversification is based on the current state of my portfolio (open stock) where I am trading on one stock under Starbucks company.
I chose to purely invest in stocks-equity both long and short (cash) rather than bonds, mutual funds, futures, spot or cash simply due to the fact that returns on equity are high. It is a risk averse venture which I don’t mind as I am still young and risk tolerant. Moreover, the volatility of the other options caused by inflation, time value of money, discount rates and present values affect their net value in the long-run making stocks a favorable option for me. On the other hand, I prefer to concentrate on one asset with a focus on diversifying it across various sectors.
Industry Distribution
Weights
Financial
0%
Technology
0%
Consumer Goods
0%
Basic Materials
0%
Services
100%
Market Cap
Weights
Large Cap
100%
Middle Cap
0%
Small Cap
0%
List three of your best performers and three worst performers. Show their holding period returns and ending market values (table). (For the closed trades, use the “Sell” “AVG PRICE” to fill the “Price of the last day”, “Buy” “AVG PRICE” to fill the “Purchase price”.)
Best Performers:
Assets Type
Symbol
Company
Purchase price
Price of the last day
HPR
Open/Closed
Equities
GOOG
Alphabet Inc.
$1,207.68
$1,271.05
5.25%
Closed
Equities
AAPL
Apple Inc.
$204.68
$258...
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