Portfolio Management Project
General
Trading Rules
Reporting
Month of October
Background Information Provided
Responsible for written documentation of the following:
Management of portfolio
Reporting of transactions taking place during period
Performance/Portfolio Reporting (Month End)
The portfolio is a long only portfolio. No Short Sales are allowed.
Further details:
Security Selection
What characteristics are important in stock selection.
Growth Stock Selection-Focuses on growth (either historical or potential ) of some fundamental issue
BENCHMARK TO WHICH YOU ARE MANAGING AGAINST IS THE S&P 500 GROWTH INDEX
Revenue Growth
Earnings Growth
Cash Flow Growth
Dividend Growth
You can either use historical growth rates or expected growth rates in the above in order to make your stock selection.
Portfolio Construction
How will you put the stocks selected into a portfolio of securities?
How many stocks will you have in your portfolio? This will impact your diversification and the volatility of your portfolio.
How will you weight each position-equal weight or other technique?
Will you take into account the sector weights of your portfolio relative to the benchmarks sector weights?
RUBRIC FOR THE ASSIGNMENT GIVEN BY OUR PROFESSOr
Grading Category | Percent of Grade | 10 Points |
Organizational Structure | 10% | Structure of firm as stated is consistent with the effective management of the portfolio |
Written Articulation of Investment Philosophy & Process | 20% | Detailed, well articulated outlining both the philosophy and process |
Performance/Portfolio Reporting | 20% | Provided all requested information in a format which was appealing to the user |
Group Meetings with Professor | 20% | Prepared for meetings with requested information in an easy to understand manner. Lead discussion with professor with everyone participating. |