Order Portfolio Management Assignment

· Order Portfolio Management Assignment
· you have to submit: 12 slides presentation (.pdf or .ppt), and written report of 1000-1500 words (.pdf)
· 60% of the final grade
Investment competition instructions:
1. The closing date of the simulation: Monday of week 8.
2. Recommended structure of the presentation:
Slide 1: Show which stocks you chose for your portfolio. Report the weights of the stocks, prices at the beginning and at the end of the competition. Do not choose more than 4 stocks.
Slide 2: Report the overall realized return on your investment portfolio.
Realized return of portfolio=w1*R1 w2*R2 w3*R3 w4*R4
wi=weight of stock ‘’i’’ in your portfolio
Ri=realized return of asset ‘’i’’= (Price @ end – Price @ beginning)/Price @ beginning
Order Portfolio Management Assignment
more formally:
R=(P[t 1]-P[t])/P[t]
Slide 3: How did you choose the stocks to your portfolio: fundamental analysis, technical analysis, recommendations of analysts, news analysis, etc.
Slide 4: Report the variance-covariance matrix
Option 1: Take estimates from the other web pages
You can take estimates of volatilities of individual stocks from Reuters, Bloomberg, Yahoo finance or other sources. If you are not quite sure how to estimate covariances between stocks:
You can take estimates of Reuters, Bloomberg or other credible web page.
Option 2: Compute by yourself using historical data
How to estimate variance-covariance matrix from historical data:

Option 3: Less preferable
Order Portfolio Management Assignment
You can assume that all the covariances are zeroes. It is an option only if you are unable to do one of the two methods above.
Slide 5: Compute the volatility of your portfolio
Hint: it is easy to compute in matrix form in excel. MMULT command.
Sigma2_p= w_T* Variance-covariance matrix*w
Slide 6: Compute Sharpe ratio, assuming risk-free rate of 2%. Interpret Sharpe ratio.
Slide 7: Do you have any abnormal (more than 10% per period) changes in price of the stocks from your portfolio? Could you interpret why the stock goes up/down? What were the most probable drivers?
Slide 8: If you would be able to go back in time and change the structure of your portfolio would you choose some other stocks?
Slide 9-11: Any significant information you would like to talk about.
Slide 12: Conclusions and lessons learned
Formalities:
Order Portfolio Management Assignment
· Wordcount: not more than 1500 words for the written report. Report should discuss the same topics as presentation but in a greater detail.
· Cover, Table of Contents, References and Appendix are excluded of the total wordcount.
· Font: Arial 12,5 pts.
· Text alignment: Justified.
· The in-text References and the Bibliography have to be in Harvard’s citation style.
Submission: Sunday, 11th of September, week 7, time 23.59.
Weight: This task is a 60% of your total grade for this subject.
It assesses the following learning outcomes:
· Understand and utilize the principles of risk and return and diversification in the analysis of investments and portfolios
· Appreciate and include the effects of the external environment (political, economic and cultural for both the domestic and global map)
· Identify, analyze, evaluate and select investment choices from among the various types of investments including stocks, bonds, commodities and derivatives
· Construct artificial and actual portfolios using strategies that reflect investment goals and financial conditions
Rubrics:
Exceptional 90-100
Good 80-89
Fair 70-79
Marginal fail 60-69
Knowledge

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