Financial Outcomes And Portfolio Trends

1376 WordsDec 4, 20156 Pages
Financial Outcomes & Portfolio Trends Initially starting with 1 million dollars and after making 363 trades, I have gained a net worth of $1,062,528.83 throughout the semester with an overall returns of 6.25%. This has placed me at 54th place out 169 players. In this period of time, my performance has drastically fluctuated up and down, the lowest being a -13.09% return and highest being a 7.07% return. As for portfolio trends based on dates, from September 16th to October 7th, I consistently had negative returns; from October 8 to October 28th, I made positive returns; from October 29th to November 19th, I made negative returns; finally, from November 20th to November 24th, I made positive returns. Summary of Investment Strategy There…show more content…
By keeping track of these factors and metrics, I invest in stocks that I believe have the most potential. Reasons for these Securities The stock market is unpredictable, so it is in my best interest to hold these precautions and securities in case of market crashes. In the semester, the stock market had its good days, but also its bad days. However, I have been able to recover by always reserving 10 to 15 percent of my buying power. Since Initial Public Offerings are generally risky, I balance them with mature companies. As I mentioned before, I research the company’s values, organization, product differentiation, and company’s competitors. First, although a company’s core values do not guarantee success, it gives me a good idea of how a company moves forward and handles problematic situations. Second, I gain insight on the CEO’s background to ensure his or her competency in organizing the company. For example, I may look at the CEO’s education and/or experiences that has led him or her to lead the company. Next is product differentiation. The company should have a competitor’s edge in its industry because it is safer to invest in a company that establishes itself as being unique and hard to emulate. Fourth, I look at the company’s competitors to see if they have any advantages that my chosen company cannot compare to. I also use quantitative
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