- You will be asked to invest in stocks and mutual funds and adjust your portfolio throughout the
semester. You are required to submit a brief analysis at the end of the semester providing
details about the stocks in your portfolio, your overall investment strategy, the performance of
your stock portfolio, and how your stock portfolio was impacted by economic conditions.
You will receive $100,000 virtual dollars to invest. You are expected to INVEST A TOTAL OF
$50,000 OR MORE IN AT LEAST SIX DIFFERENT STOCKS and/or mutual funds MOST OF
THE TIME. After setting up your portfolio, please make at least one trade per month during the
semester. No day trading is permitted. (If you buy a stock today, you may not sell it until at
least the next trading day.) Further details will be provided in class.
Due on or before December 16: (1) TRANSACTIONS page (2) Investment Summary (3pages)
Writing investment summary. I have attached my transactions pages below. (For about 3month, I randomly made trades in the virtual stock market just to fulfill the conditions) The summary should have a brief analysis of my investment, overall investment strategy, and how felt about the project and stock market.