This post details everything you need to know, and complete, for the Various Scenario Simulation of Portfolio Management.

Click here for information on the StockTrak Simulation Project!

Texas A&M University-Kingsville, College of Business Administration. Investments FIN 4331: Fall 2016 Course Syllabus.

The purpose of this project is to allow you to develop your investment portfolio management skills during the course. The relevance to this course is that the stock market and investment activity of all types is heavily dependent upon, influenced by and controlled by participants in the Financial Markets and the Financial Institutions that are part of the Financial Markets.

This post contains everything you need to know about the Johnson School of Business FIN3000 Personal Finance Project By Professor Anke Stugk.

These are the requirements for your semester project. Please ensure that you understand all components and work on your project throughout the semester. The complete project must be submitted by the end of week 14. Objectives To acquaint students with sources of market and price information available for personal investment that will help to make Read More…

Diversification Project: You have $1,000,000 in your brokerage account and need to invest at least $100,000 in each of the following asset classes: (1) equities, (2) mutual funds including ETFs, (3) bonds, (4) options, and (5) futures.

Read this post for details on the Student Motivator for Financial Markets project, whose main goal is to gain an understanding of the investment process by becoming an interested participant.

Stock-Trak Global Portfolio Simulations introduce a hands-on learning experience for students to understand investments and allow the instructor to integrate the variety of course contents into the simulation. This article discusses my teaching model with using the simulation, feedbacks from the students about the simulations, and my thoughts for future reference.

Each student is to assume the role of hedge fund manager and to design and execute an appropriate strategy to maximize the portfolio’s return over the eleven (10) week investment horizon.

The objective of this project is to beat the MSCI World Equity index (iShares ticker ACWI) through managing a long-only equity portfolio. Learn to manage a large X billion institutional portfolio!

Each student will run two $500,000 portfolios for an eleven-week period. There is one trading account and one mutual fund account, both described in further detail in this post.

The objective of this course is to learn about SRI through readings, research and a hands-on application via a portfolio simulation program. This course includes analysis of mutual fund performances based on various criteria. These criteria emphasize components of SRI such as faith based and corporate social performance as well as financial performance.

Congratulations! You have just been hired to create a new mutual fund. Click here to read the details!

The purpose of this assignment is to first select a specific industry (such as Clothing, Financial Services, Health Care, Restaurants, etc.) that you are interested in and/or believe will perform well in the current economy. From that industry, you will pick a specific company that you will follow throughout the semester. You will also begin building your STOCKTRAK portfolio, in which you will be given $100,000 to trade with.

This research project accounts for 50% of the final mark. This will incorporate the use of StockTrak where you will ‘paper trade’ on a number of exchanges using a variety of derivatives and assets. You will set out targets for each trade, and interpret and evaluate the trading results in the context of the material read during the semester. Students have 12 weeks to buy, sell, short, long and cover positions on trades made during this period.

Read this post for details on the assignment called “Speculating with Options”.

For this assignment, you are to hedge the market risk of a one-stock portfolio. The stock will be of your choosing. You will use E-mini S&P 500 Futures to cross-hedge. The contract size for mini S&P 500 futures is $50 times the futures price. This hedge is only necessary for a few weeks, so select the December 2009 contract.

The objective this project is to analyze a U.S. Treasury Coupon Bond and purchase it on Stock-Trak!

Click on this post for details of the Technical Analysis Project!

The goal of this assignment is to apply the fundamental analysis tools that we have studied. We will use these tools to analyze a firm’s fundamentals and then come up with a trading strategy.

The Agricultural Marketing Project was designed to give students insight into, and practical experience with, the agricultural commodity markets.

The purpose of using Stock-Trak is to give you a better understanding of portfolio management. You will also learn a variety of financial instruments and their risks and rewards in the real world. The simulation will span the semester – hardly enough time for you to demonstrate your financial prowess to your classmates. Rather, the goal is a rich learning experience.

Click on this post to learn about the requirements for the Security Analysis Project.

The primary goal of the project is to gain an understanding of the investment process by becoming an interested participant. Students will participate in a portfolio simulation exercise by trading an initial wealth of $500,000.

Click on this post for details on the Security Analysis Project!