Portfolio Project – Part 2

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Assignment: Write up a report answering the following questions in order by question number.
1) (1/2 to 1 page) Pick one investment of yours that performed well. How did it’s return compare to the S&P 500 Index (Ticker: SPY) return over the same time period? Why did this investment perform well? What happened? Research news on the stock to find out if any significant events occurred. You can see news links for your stock where you get stock quotes.
2) (1/2 to 1 page) Pick one investment of yours that performed poorly. How did it’s return compare to the S&P 500 Index (Ticker: SPY) return over the same time period? Why did this investment perform poorly? What happened? Research news on the stock to find out if any significant events occurred. You can see news links for your stock where you get stock quotes.
3) (1/2 to 1 page) Compare your portfolio asset allocation to the following portfolio guidelines which are representative of what many financial advisors suggest. You can think of these portfolio guidelines as an optimal risky portfolio combined with a risk-free asset (cash can be considered the risk-free asset). Comment on how your asset allocation is different. Why might the below diversified portfolio be better or worse than your Part 1 portfolio?
a) Cash: 5-20%
b) Fixed Income: 10-50%
c) US Equities: 20-60%
d) International Equities: 10-40%
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