Week 2 Discussion
"Can You Develop a Trading Plan?"
Go to StockTraks Research center, located at http:/www.stocktrak.com/, and research the
performance of the market over the past week. Then, review the sample trading plan in Week 2 of your
HW Week 8
StockTrak Homework 5: Company Valuation
Calculate the following:
a. Purchases / Sales and the reason for each transaction
Week 3 Discussion 2
Assess the current level of success you have attained with the initial composition of your
portfolio. Determine whether or not your choice of instruments and the specific securities which you
have selected impacted your portfolios leve
Week 3 Discussion 1
"What Is Your Portfolio Management Strategy?"
Justify your investment philosophy for the investment portfolio you are managing, in the form of
a policy statement.
The main objective for my investment program portfo
Week 1 Discussion 2
Analyze one to two (1-2) factors that influence investment decisions at different stages in
an investors life cycle. Then, recommend one (1) client whose portfolio you will manage throughout the
quarter, and explain your clients stage
Week 1 Discussion 1
"How Do You Make Informed Investment Decisions?"
Go to the StockTrak Research resources at http:/www.stocktrak.com and find the fiveyear trend for the Standard & Poor 500 Index (S&P500). (Hint: Click on Research, then the Markets tab.