This project is the totality of the work done in your portfolio. It is a summary of all the movement, decisions, and activity within your portfolio.
For the final course project, you will create a Summary Document that includes:
Introduction: (1-2 Paragraphs)
This section should give an overview of portfolio management and give an overview of the basic thought process of your personal portfolio.
Body: (at least 2 Pages) Should include most of the following points:
A desсrіption of the portfolio’s performance over the course of the term, including the up and down weekly swings.
How current events impacted the portfolio.
An analysis of the portfolio based on the topics presented during the term.
Thought processes that affected your investment decision(s). An indication of whether you would “buy more”, “hold”, or “sell”.
Lessons learned and/or recommendations for future investments.
Include at least 2 references to peer-reviewed journals.
Summary: (1-2 Paragraphs)
A brief summary of the portfolio, importance of proper management, etc.
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