Students will construct a well-diversified portfolio using an initial investment stake of $50000 (the portfolio should use at least 95% of the initial investment but they may not use more than $50000). Students may include stocks common or preferred; bonds corporate or U.S. Treasury bonds; mutual funds and futures contracts or options. Students will use the closing prices from the first day of the class to determine the price of each issue. Only whole lots of any issues may be acquired; that is no less than 100 shares of common or preferred stock no less than five corporate bonds or $10000 for U.S. Treasury Bonds no fewer than the minimum required investment for any mutual fund and no fewer than five contracts for any option or futures position. The settlement date will be the first day of Week Three. Students do not have to use all of the above mentioned securities but they must use more than one class of security. Transaction costs are ignored in the creation of the portfolio.
The Final Project is to be written in accordance with APA guidelines as outlined in the Ashford Writing Center.
For the Final Project students will write a paper that:
Writing the Final Project
The Final Project:
