If you will, discuss how COVID-19 affect (or how it did not affect) your portfolio.

If you will, discuss how COVID-19 affect (or how it did not affect) your portfolio.
June 22, 2020 Comments Off on If you will, discuss how COVID-19 affect (or how it did not affect) your portfolio. Uncategorized Assignment-help
Words: 305
Pages: 2
Subject: Uncategorized

3. Performance Summary: use table and chart to describe week-to-week and monthly performance (May and June). See the example below. For this assignment your task is to complete parts C and D only that are highlighted from the instructions below. The paper has already been written, the holding reports have been uploaded so you see the necessary data that needs to be put into a table like the example above and used to measure the sharpe ratio and so forth.Written summary report submissionThe summary should be 2-3 pages long with good visual aid and formatting. An example (please do not copy the entire format, as many of the contents won’t apply) can be found here. a. Introduction: offers basic information about your portfolio, such as how many stock holdings, what is/are the industries of interests, first day of trading, among others.b. Strategy and execution: offers the general idea(s) utilized when making decisions on what stocks to trade and how many to trade.c. Performance overview: describe the performance measures to date. Specifically, portfolio returns and Sharpe ratio. Explain what they mean.i. Historical weekly performance (use chart, return only)ii. Entire investment period performance (from 5/11 to 6/14): use table. Also measures volatility (daily standard deviation) and Sharpe ratio. iii. Benchmark’s performance comparison (S&P 500): the same format as ii.d. Current fund statusi. Sector allocation: use pie chart. See the example provided. ii. Top 10 holdings: use table. Specify the weights. iii. Top winners and top losers. e. Future outlook: briefly discuss how you would operate your portfolio, if it were a continuous project, over next year.f. Summary comments: discuss how you like your performance and if any, what you will do to improve future performance. If you will, discuss how COVID-19 affect (or how it did not affect) your portfolio.