Question

Choose any market of your choice and you can get market data from reputable online sources

Create four portfolios with hypothetical money of approximately $10000 each.

This portfolios should be constituted as follows:

Portfolio A should have 8 common stocks which you expect to do well

Portfolio B Should have 8 common stocks which you expect to do poorly

Portfolio C should have 8 common stocks picked up randomly.

Portfolio D should have 8 common stocks which you expect to do well (portfolio A) and you change this portfolio if need be.

Portfolio E should I have 8 common stocks which expect to do poorly (portfolio B) and change the portfolio if need be.

portfolio F 3 mutual funds and 3 ETFs

Please follow the following guidelines

For each investment selection please indicate

the following

A. What you purchased that is purchased 100 shares of bottomless gold mines at two dollars per share.

B. Date of purchase

C. Brokerage cost

2. Write a detailed report on portfolios A and B giving resource for why you have chosen each stock.

3. Idle money earns no interest. Don't just hold on to your $60000 cash. Park it temporarily where it will earn interest.

4. Write a detailed report on your portfolio results.

Answer 1

Portfolio A (do well)
Stock Name	Date of purchase	Purchase Price	Quantity	Total Price	Brokrage paid
VTR Ventas Inc	29th April 2018	51.7	30	1551	7.755
WELL Welltower Inc	29th April 2018	53.06	30	1591.8	7.959
UAA Under Armour Inc	29th April 2018	18	40	720	3.6
UA Under Armour Inc	29th April 2018	15.51	50	775.5	3.8775
HIG Hartford Financial Services Group I...	29th April 2018	54.87	20	1097.4	5.487
KIM Kimco Realty Corp	29th April 2018	14.72	30	441.6	2.208
HCP HCP Inc	29th April 2018	23.43	25	585.75	2.92875
Microsoft	30th April 2018	96.11	30	2883.3	14.4165
				9646.35	9694.58175
Portfolio B (do Poor)
CHTR Charter Communications Inc	29th April 2018	268.72	10	2687.2	13.436
WDC Western Digital Corp	29th April 2018	80.25	30	2407.5	12.0375
DISH DISH Network Corp	29th April 2018	35.16	20	703.2	3.516
MU Micron Technology Inc	29th April 2018	46.45	20	929	4.645
CMCSA Comcast Corp	29th April 2018	32.02	20	640.4	3.202
MHK Mohawk Industries Inc	29th April 2018	216.18	5	1080.9	5.4045
GD General Dynamics Corp	29th April 2018	203.83	5	1019.15	5.09575
LKQ LKQ Corp	29th April 2018	31.5	17	535.5	2.6775
				10002.85	10052.86425
Portfolio C (random Pick)
AMZN Amazon.com Inc	29th April 2018	1,574.57	2	3149.14	15.7457
Apple	29th April 2018	165.54	5	827.7	4.1385
Citigroup	29th April 2018	69.54	10	695.4	3.477
General Electric	29th April 2018	14.3	20	286	1.43
Google	29th April 2018	1034.84	3	3104.52	15.5226
Microsoft	29th April 2018	96.11	10	961.1	4.8055
NTC Intel Corp	29th April 2018	52.98	12	635.76	3.1788
BAC Bank of America Corp	29th April 2018	30.36	10	303.6	1.518
				9963.22	10013.0361

Portfolio F
Mutual Fund /ETF	Date of purchase	Purchase Price	Quantity	Total Price
INPIX ProFunds Internet UltraSector Inv		81.7	30	2451
INPSX ProFunds Internet UltraSector Svc		64.06	30	1921.8
SLCSX Selective Opportunity Service		13.54	40	541.6
GRN iPath® Global Carbon ETN		18.01	50	900.5
SOXL Direxion Daily Semicondct Bull 3X E...		128.25	20	2565
CWEB Direxion Dly CSI CHN Itnet Bull 2X ...		49.31	30	1479.3
				9859.2

Remaining Money ($ 30000)

will invested in Eaton Vance Short Duration Government Income Fund Class A

The portfolios are selected on the basis of record mentained by the website and outlook of economy in fundamental analysis , the companies are exclusive and listed in stock exchange . the portfolio will be compared with market index as Bench mark.

Portfolio result will be evaluated on daily basis as market data are directly linked in excel.

Ideal money will be investmented in leading goverment incomefund and systemetically transfer to leading equity funds for better result in future.