Investments – Security Analysis Project

Stock-Trak ProjectRequires weekly trades, explanations, and a final report (22% of total grade).Two portfolios are tracked for each student. One portfolio is passively managed after the first week, and the second portfolio is actively managed given weekly requirements. The portfolio has a total return objective.Week 1 (trades from Feb 8 through Feb 12)Students purchase (broad […]

Economics – Equity Markets and Institutions

The primary goal of the project is to gain an understanding of the investment process by becoming an interested participant. Students will participate in a portfolio simulation exercise by trading an initial wealth of $500,000.Can we play the game in a group?You can form groups of two, or play the game on your own, as […]

Portfolio Management – Investment Principles and Analysis Project

SECURITY ANALYSIS PROJECTThe requirements of the security analysis project are the following:1. form a team of three students for the project2. as a team choose a stock from the attached list of companies3. complete an analysis of the stock to determine its acceptability as an investment4. present your formal analysis and investment recommendation to the […]

Investments – Analysis Project

The purpose of using Stock-Trak is to give you a better understanding of portfolio management. You will also learn a variety of financial instruments and their risks and rewards in the real world. The simulation will span the semester – hardly enough time for you to demonstrate your financial prowess to your classmates. Rather, the […]

Agriculture – Marketing Project

Specifics• Point Value: 150 points• Groups of two or three• Trading occurs between 09/09/13 – 11/15/13• Reports are due by 5:00 PM on Thursday, November 21, 2013• Responsible TA:Anders Van Sandt will be your key contact for questions and issues relating to the StockTrak project, and how to use the website.I. OBJECTIVES:To acquaint you with […]

Portfolio Management – Fundamental Analysis Project

The goal of this assignment is to apply the fundamental analysis tools that we have studied. We will use these tools to analyze a firm’s fundamentals and then come up with a trading strategy.First choose a publicly traded company that you would hypothetically want to analyze/track/invest in.Using a financial news website such as the following, […]

Portfolio Management – Technical Analysis Project

1. Using at least 3 technical analysis tools, identify one stock to either buy or short sell. You must print out whatever charting you finally use. I recommend: www.bigcharts.com or www.stockcharts.com2. Type a few coherent sentences explaining your choice of strategy and reasoning from these 3+ techniques (technical analysis).3. As soon as you have picked […]

Investments – Bond Analysis And Trading Project

• For this assignment, you will be analyzing a U.S. Treasury coupon bond and purchasing it on Stock-Trak.• Stock Trak trades only a very limited number of bonds. To trade bonds, you click on “Bonds” under “Trading” on the lower left of the screen. In the trading window, under “Symbol”, you will find a selection […]

Investments – Hedging With Futures

NOTE: You must complete the first part of this assignment at least 2 days before the last part of the assignment.First Part (at least 2 days before the last part):For this assignment, you are to hedge the market risk of a one-stock portfolio. The stock will be of your choosing. You will use E-mini S&P […]