Question: For the Final Paper, you will utilize the concepts gleaned from this class to analyze the strengths and weakness of the portfolio you constructed in

For the Final Paper, you will utilize the concepts gleaned from this class to analyze the strengths and weakness of the portfolio you constructed in Week One. The completed Final Paper must include:

An introduction offering a background on the rationale you used to select and construct your portfolio;

An explanation of the asset allocation that demonstrates the weightings of the components of the portfolio;

An evaluation of the performance of each investment in the portfolio over the time span of the course;

Complete the portfolio performance measure with each of the following categories:

Sharpes Measure

Treynors Measure

Jensens Measure

A discussion on the soundness of your portfolio (e.g., risk versus return, meeting original objectives.)

Your synopsis of your findings (e.g., what went well, what would you have changed).

ASSETS

ALLOCATION

% OF ALLOCATION

APY

AMOUNT

6-MONTH CD

SERVICE CREDIT UNION

15%

APY 1.30%

$1,500

100 SHARES PUBLIC TRADE

WALMART

15%

$1,500

100 SHARES PUT & CALL

GENERAL MOTORS

10%

$1,000

CORPORATE BOND - VCLT

Vanguard Long-Term Corporate Bond ETF

15%

YTD 2.50%

$1,500

MUTUAL FUND - FUSEX

Fidelity 500 Index Fund

45%

$4,500

TOTAL % ALLOCATION

Purchase Date 4/30/2017

100%

$10,000

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!