Portfolio Analysis Project Overall: Your team will create a portfolio and monitor its performance over the semester. You will have to make two changes to your portfolio that improves the investors risk goal after monitoring for at least one month.

*****PLEASE SELECT 4 securities and talk about them.***********

Detail requirements: The project will have you perform the key functions of a portfolio investor. It should start with

1) Your team creating a fictitious investor describing the goals of the portfolio investment.

2)Your should select 4 securities to achieve the investors goal.

3)The team should determine the initial projected expected return of each security and the portfolio as a whole. You should describe the risk of each security and the portfolio as a whole. Please include a description of why each security was chosen and what is its purpose in the portfolio.

4)The portfolio performance should be watched at least weekly (based on current market performance) and recorded.

5)After at least 1 month of performance review, the team should select two of the securities to be swapped out. The team should describe why the two were selected based on performance to the overall goal of the portfolio and why the two, newly selected securities are replacing the original two.

6) A summary of the project including observations, findings, and achievement of the investors goals should be completed in the week that the project is due.

7) Describe any lessons learned and what you would do differently if you had to complete this investment in the future for a similar investor.

Teams: Teams will consist of 3 students. Each student must perform risk analysis so I recommend dividing up the securities and that person contributes to the project for all aspects of that security. Teams will be randomly assigned by the professor. As described in the syllabus, you will have a chance to score each other and if each member does not contribute, your grade will be affected as outlined in the syllabus. Submission Requirements: Your team will submit three items, a 4-6 page paper, a powerpoint presentation with audio, and an excel spreadsheet.