The Three-Portfolio Case Project Term Papers is designed to illustrate field knowledge and experience is applied in the term-long case study. Students will construct three, investment portfolios during week one of the course –
an actively selected portfolio (P1)
a randomly selected portfolio (P2)
a passive portfolio (P3)
Each of the three portfolios will contain four common equity stocks of 100 shares each (400 shares). In other words, the total number of companies to be analyzed in the Three-Portfolio Case Project is 12 companies and 1,200 shares of common stock. The transaction cost for buying and selling shares is $15 and should be included in your analysis.
Attached is a Stock Tracker template for the Three-Portfolio Project. Please set-up your own Stock Tracker based on the attached template.