Finance major Stock Trak Assignment for BFIN 3321 Principles of Financial Management Purpose: To give students a better understanding of the U.S. stock market by participating in a stock market simulation exercise. Each student will start with a portfolio of $1,000,000 in cash and have the opportunity to invest this money in stocks, bonds, and mutual funds of companies traded on U.S. exchanges. Guidelines: Must logon to Stocktrak (a link will be emailed to you) and complete your first trade no later than March 1st. Must complete at least four trades by the end of the simulation. No single position can be greater than 25% of the portfolio balance. The simulation will start on February 8, 2016 and run until April 13, 2016. Each student will be given access to an account with $1,000,000 to manage. Bonus points will be given to the students who have the 1st, 2nd, or 3rd largest account balances at the end of the simulation. Evaluation: The assignment is worth 200 points. At the end of the simulation period you must write a report on your performance during the simulation and a reflection section that describes how the experience affected your understanding of the stock market and your investing style. The report must cover what you did including all of the following: its only for 4 Symbol Company Currency Second sentence does not make any sense. How many trades did you make? Why was this return lower than anticipated? What did you anticipate? 1.) The ending account balance as of April 13, 2016. 2.) The rate of return for this account during this time period. 3.) How many trades were completed on the account? 4.) Describe your method for stock selection. 5.) Did you sell any shares? If so, how did you decide what stocks to sell? 6.) Compare your return with that of the Standard & Poors 500 (SPY) index and discuss why your performance was better or worse than the benchmark. In addition your report should have a reflection section in which you discuss two of the following: 1.) How would you improve your results if you were to participate in another simulation? 2.) How has the simulation changed your knowledge of the stock market? 3.) Evaluate the risk you took in this portfolio. Do you feel it was higher or lower than the Standard & Poors 500 index? Why? 4.) What did you learn about yourself by taking part of this simulation? Evaluation Criteria: The report must be professional. Pretend that you were a money manager and you are reporting the results of the account performance to your client. Discuss how you invested the clients money and the results that you achieved. In the reflection section, assume you are writing to a mentor describing what you learned from the experience and how the simulation changed your understanding of the stock markets and of your investing style. The paper must be at least 3 pages in length and no longer than 7 pages using a 12 point font and one inch margins, double spaced. Answers to the questions must be clear and well thought out.

Finance major Stock Trak Assignment for BFIN 3321 Principles of Financial Management Purpose: To give students a better understanding of the U.S. stock market by participating in a stock market simulation exercise. Each student will start with a portfolio of $1,000,000 in cash and have the opportunity to invest this money in stocks, bonds, and mutual funds of companies traded on U.S. exchanges. Guidelines: Must logon to Stocktrak (a link will be emailed to you) and complete your first trade no later than March 1st. Must complete at least four trades by the end of the simulation. No single position can be greater than 25% of the portfolio balance. The simulation will start on February 8, 2016 and run until April 13, 2016. Each student will be given access to an account with $1,000,000 to manage. Bonus points will be given to the students who have the 1st, 2nd, or 3rd largest account balances at the end of the simulation. Evaluation: The assignment is worth 200 points. At the end of the simulation period you must write a report on your performance during the simulation and a reflection section that describes how the experience affected your understanding of the stock market and your investing style. The report must cover what you did including all of the following: its only for 4 Symbol Company Currency Second sentence does not make any sense. How many trades did you make? Why was this return lower than anticipated? What did you anticipate? 1.) The ending account balance as of April 13, 2016. 2.) The rate of return for this account during this time period. 3.) How many trades were completed on the account? 4.) Describe your method for stock selection. 5.) Did you sell any shares? If so, how did you decide what stocks to sell? 6.) Compare your return with that of the Standard & Poors 500 (SPY) index and discuss why your performance was better or worse than the benchmark. In addition your report should have a reflection section in which you discuss two of the following: 1.) How would you improve your results if you were to participate in another simulation? 2.) How has the simulation changed your knowledge of the stock market? 3.) Evaluate the risk you took in this portfolio. Do you feel it was higher or lower than the Standard & Poors 500 index? Why? 4.) What did you learn about yourself by taking part of this simulation? Evaluation Criteria: The report must be professional. Pretend that you were a money manager and you are reporting the results of the account performance to your client. Discuss how you invested the clients money and the results that you achieved. In the reflection section, assume you are writing to a mentor describing what you learned from the experience and how the simulation changed your understanding of the stock markets and of your investing style. The paper must be at least 3 pages in length and no longer than 7 pages using a 12 point font and one inch margins, double spaced. Answers to the questions must be clear and well thought out.