The free stock screen described below may be useful after you leave IUSB. A stock screen allows you to set different criteria and then finds all stocks with information that satisfy the criteria. (1) Common Stock – Use a stock screen to choose a common stock. What you need for the final submission on the due date: See tg-bloomberg.pdf for instructions on using the machines and collecting the Bloomberg printouts. Failure to ever submit the printouts subtracts 25% points from those already earned. You are required to obtain information from Bloomberg about one stock and bond in your portfolio. Our lab has 4 machines that have on-line links to the Bloomberg Information network. Invest in at least 4 different asset classes at startup. Your project will be graded based upon:.Your report should have a cover page clearly stating all member names, course title, and date. Start preparing your final investment portfolio report, which is due on Apr.Sell all investments before markets close.
#Oncourse iusb full
I have full access to your trade records and expect to see at least one trade in each asset class every week.
You need to actively manage your portfolio.Although there are certain limits on asset classes and asset allocation (e.g.: you can invest up to 60% of your capital in stock, bond, or mutual funds). This is YOUR portfolio and its performance shows your knowledge and skills.If you make any major changes during the trading period, you need to specify and explain the changes in your final report. According to your investment style, name three benchmark portfolios (mutual funds, indices, etc.)īe the best group of portfolio managers: (Feb 1st – Apr.Discuss major different risks that your portfolio faces.Your portfolio style (asset classes and allocation).After forming your first portfolio, submit your portfolio “policy statement” clearly stating following issues:.29th and complete your first portfolio by Jan. Choose some investments with extravagance and uniqueness. Have fun with this trading game during this forced swim through the financial markets. 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.įor this assignment I suggest 1) relax and enjoy this experience, 2) read the instructions and learn the portfolio limits carefully, 3) put in some time to read news stories, analysis reports, and rumors.
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