As thousands of finance, accounting, and portfolio management classes are planning a full or partial switch to distance learning for the Fall, it can be a struggle to reach the same level of engagement with your class (particularly for classes usually held in a trading room). This is where StockTrak’s wholly-online portfolio simulation can really Read More…

More and more schools are offering shorter 8-week classes in the late Spring. Students love the condensed schedule, but it can be hard to include useful experiential lessons in such a short time frame. While the first 8-week Spring session comes to its close and the second kicks off, we wanted to highlight be best Read More…

Aim To construct and manage a portfolio of equities within the limitations of the scenario set out below. This will involve reading the financial press, interpreting information, analysing information and where appropriate speculating upon it. Scenario You are required to set up an Investment Club with the objective of constructing and managing a portfolio of Read More…

Stock Trak – Week  1 Assignment You are a portfolio manager at a private bank and have recently been assigned three new Naples based clients.  Martha is 30 years old. She is a single parent and recently inherited a large sum of money. She is looking to buy a home in three years or less, Read More…

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…

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 Read More…

SECURITY ANALYSIS PROJECT The 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 Read More…

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…

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…

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 Read More…

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.com 2. Type a few coherent sentences explaining your choice of strategy and reasoning from these 3+ techniques (technical analysis). 3. As soon as you Read More…

• 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 Read More…

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 Read More…

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…

This research project accounts for 50% of the final mark. This will incorporate the use of StockTrak where you will ‘paper trade’ on a number of exchanges using a variety of derivatives and assets. You will set out targets for each trade, and interpret and evaluate the trading results in the context of the material Read More…

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…

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…

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…

Part One (Portfolio Management): Each student will run two $500,000 portfolios (described below.) Trading will begin on Monday, Jan. 25th and end on Friday, April 9th (11-week trading period.) Each portfolio must be “active” no later than Friday, February 5th. In order to be considered active, a minimum of 6 transactions in the trading portfolio Read More…

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…

Each student will run a $1,000,000 portfolio. Trading accounts will be active on Thursday, March 12TH and end on Thursday May 21st (10 weeks total). PLEASE ENSURE THAT YOU REGISTER BEFORE WEDNESDAY MARCH 11TH TO ENSURE YOU ARE ABLE TO ACCESS THE SYSTEM. Each student is to assume the role of hedge fund manager and Read More…

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…

What is it? The primary purpose of the project is to gain an understanding of the investment process by becoming an interested participant. You can buy, sell, buy on margin, and sell short all NYSE, AMEX, and NASDAQ stocks (common and preferred) that are trading at $5.00 or more, as well as mutual funds, government Read More…

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…

These are the requirements for your semester project. Please ensure that you understand all components and work on your project throughout the semester. The complete project must be submitted by the end of week 14. Objectives To acquaint students with sources of market and price information available for personal investment that will help to make Read More…

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…

Bus 410 – Financial Markets Voluntary Extra Credit Project: Simulation Portfolio Management -Stock Selection and Security TradingFall 2016 This is an optional project for extra credit to be applied to the “Total Grade” earned . Students who participate in this project according to the project guidelines will receive a 5% extra credit allocation towards the Read More…

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…

    STOCK-TRAK Simulation Preliminary Report STEPS:  1. Complete a four-page description of your investment plans using the topics below as an outline (20 + 5 points) Summarize your Strategy, filling in the blocks on this page (5 points; 3 + 2 for forecasts) Staple #2 on #1 and turn in complete report & $2.00/teammate Due Read More…