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Investments – Security Analysis Project

Stock-Trak Project Requires 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 Read More…

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 Read More…

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 Read More…

Finance – Speculating With Options

NOTE: This assignment requires that the 1st part (steps 1-4) be performed and implemented during trading hours before the 2nd part (steps 5-6) can be performed. 1. Pick a stock or an index to develop an option strategy. This requires making a prediction of whether that stock or index will go up, go down, stay Read More…

Investing – Industry Selection And Basic Hedging

The purpose of this assignment is to first select a specific industry (such as Clothing, Financial Services, Health Care, Restaurants, etc.) that you are interested in and/or believe will perform well in the current economy. From that industry, you will pick a specific company that you will follow throughout the semester. In this assignment, you Read More…

Finance – Create A Mutual Fund

Congratulations! You have just been hired to create a new mutual fund. The objective of this mutual fund is to outperform the S&P 500. This is an aggressive mutual fund that requires an active management strategy. As the founder of this mutual fund you must select an investment strategy that you expect to outperform the Read More…

Finance – Socially Responsible Investing

General guidelines: The objective of this course is to learn about SRI through readings, research and a hands-on application via a portfolio simulation program. This course includes analysis of mutual fund performances based on various criteria. These criteria emphasize components of SRI such as faith based and corporate social performance as well as financial performance. Read More…

Finance – Beat The Index Project

Objective: Beat the MSCI World Equity index (iShares ticker ACWI) through managing a long-only equity portfolio. Learn to manage a large X billion institutional portfolio. Risk Controls: Long only fund Minimum 20 stocks The general “5/10/40” rule requiring that no more than 10% of a UCITS net assets may be invested in transferable securities issued Read More…

StockTrak and Investment Education – An Overview

Abstract —Stock-Trak Global Portfolio Simulations introduce a hands-on learning experience for students to understand investments and allow the instructor to integrate the variety of course contents into the simulation. —Engages the integrated learning efforts from students —Stimulate the interests of investment —Build up a sound knowledge base for financial markets —This article discusses my teaching model Read More…

Investments – Diversification Project

You have $1,000,000 in your brokerage account and need to invest at least $100,000 in each of the following asset classes: (1) equities, (2) mutual funds including ETFs, (3) bonds, (4) options, and (5) futures. For this assignment I suggest 1) relax and enjoy this experience, 2) read the instructions and learn the portfolio limits Read More…

Personal Finance – Short Term Investing vs Retirement Planning

Johnson School of Business FIN3000 Personal Finance Project By Professor Anke Stugk, MBAastugk@hodges.edu A study of personal financial management including retirement planning; budgeting; individual taxation; consumer credit; investments such as stock, mutual funds, and annuities; insurance, and major expenses. Prerequisite: MAC1132 or permission of the faculty/program advisor, program chair, and dean.Personal Finance Semester Project Assignment Read More…

Investments – Sample Syllabus and Asset Valuation Project

Texas A&M University-Kingsville College of Business Administration Fall 2016 Course Syllabus Investments FIN 4331 COURSE INFORMATION Credit hours: 3 Prerequisites: Business Finance (FINC 2331) Web-Orientation (and explanation): Face-to-face course, with grade book and various resources online Location/Times: BUSA 104 / 12:00 – 12:50 p.m. M/W/F COURSE INSTRUCTOR Thomas (Tom) Krueger Professor of Finance, Chair of Read More…