Please revisit your portfolio philosophy from the beginning of the semester.
My Portfolio is AMAZON.COM INC. , ALPHABET INC. , WALMART STORES INC.
You can find datas of these 3 stocks on intetnet. Please use the newest data!
And I’ll give you my report I wrote about these 3 stocks at the beginning of the semester.(File.)
Address the following points:
1.Have your portfolio and its performance been appropriate for your philosophy?
2.Which risks did you overestimate, and which risks did you underestimate?
3.Describe your best-performing investment and explain why it performed well.
4.Repeat for your worst-performing investment.
5.Given what you have learned in the class, how would your approach change?
Some examples of What I learned:
Utility Theory,Risk Preference,Indifference Curve,Efficient Frontier,
CAL,CML,SCL, Single Factor Model,Multi Factor Model, Fama-French Model, CAPM Model.
Or you can use any other knowledge from Invest Analysis.
You need to complete all of these above tasks !
Please base on my portfolio report I wrote at the beginning of semester (About Feb.1st),and compare datas of these 3 portfolios between the beginning of semester and right now or recently.(April.8-15th).
You need to show charts,tables or any other types of datas in paper and analyze !!
And please give all the references you used.(Including websites.)
This summary should be about 2-3 pages, double-spaced, font size 12.