Prepare a one-page memo that monitors and summarizes your performance for the first five weeks. (50 Points)
Briefly discuss changes that you have incorporated or should incorporate to enhance the performance for the remainder of the game. Briefly identify key concepts covered in the course to this point and relate how this knowledge can be incorporated into the game. However, you do not need to change your strategy. (Recommended only if you are losing to the benchmark.) Discuss how well your particular style of investing performed over the past five weeks given the current market environment. Compare your performance to S&P 500 benchmark. Summarize your major reasons for buying and selling the stock over the past five weeks. Discuss changes in strategy (if any).
Calculation is required! Please take a look carefully at the grading rubric and follow these steps. My portfolio and the lessons modules are provided in the file section as well.
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