InvestmentProjectDescriptionSummer2012

InvestmentProjectDescriptionSummer2012 - Econ 422...

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Econ 422: Investment Capital & Finance - Summer 2012 Investment Project Description This assignment provides an opportunity for you to go through the thought and action process involved in real world portfolio management. You will be introduced to financial assets and to financial market transactions. Overview: Out of the graciousness of my heart I have decided to provide you with $100,000 (of play money). This windfall is yours to invest as you see appropriate. In the real world private individuals and businesses alike are confronted with this same issue of how to invest core investment assets, windfalls such as inheritances, allowances, marital settlements, business revenues, etc. Assignment #1: Due Tuesday, July 17 th . You will be required to invest the $100,000 upon receipt. You will be required to use the Friday, July 13 th 2012 closing prices as provided on any of numerous financial websites (e.g. finance.yahoo.com, etc.). Select from the allowable set of investment securities subject to the restrictions listed below. Once you have determined your investments, please complete the Worksheet entitled ‘Assignment 1” in the Excel Spreadsheet ECON 422 Trading Sheet available for download on the course website. Please read the Instructions for the Worksheet carefully so as not to overwrite any necessary formulas. I encourage you to work on this assignment in groups, but each individual needs to turn in their own report and no duplicated portfolios will be accepted. You will be required to turn in your spreadsheet for Assignment #1 on Tuesday, July 17 th , 2012. Portfolio Rules: -You may purchase any combination of stocks or American Depository Receipts (ADRs—shares of foreign companies trading on US exchanges) as listed on the NYSE, AMEX, NASDAQ; corporate, government or agency bonds; mutual funds, exchange traded funds (ETF), options, money market or any other security for which you can retrieve price information.
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  • Fall '08
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