Portfolio Tracking Assignment
Each student is required to create a portfolio comprised of four to ten mutual funds and/or exchange traded funds (ETFs) which have been traded on or before January 1, 2015 (you can buy up to two funds per asset class—DO NOT PICK STOCKS). The portfolio is a buy and hold portfolio and thus is passively managed. You are to assume that you have been given $1,000,000 to manage for a client. You are to determine the risk profile of the client (conservative, moderate, aggressive, etc) and select your funds and target allocation accordingly.
Allocations must be within the allocation bands listed below, and you are to determine the target allocation based upon the risk profile of your client and invest according to your selected target allocation.
Asset Class |
Target Allocation |
Minimum |
Maximum |
U.S. Large Cap Stocks |
20% |
60% |
|
U.S. Small Cap Stocks |
5% |
30% |
|
International Stocks |
5% |
40% |
|
Fixed Income (Bonds) |
5% |
50% |
|
Real Estate |
0% |
20% |
|
Commodities |
0% |
20% |
You will be required to track the performance of your portfolio on a daily basis.
The neatness and organization of the above information will factor into your grade for this assignment.
Mutual Fund/ETF screening sites:
http://online.wsj.com/public/quotes/mutualfund_screener.html
http://screen.morningstar.com/FundSelectorAOL.html
https://screener.finance.yahoo.com/funds.html
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