RMI 270 Principles of Risk Management and InsuranceDr.

RMI 270 Principles of Risk Management and InsuranceDr. S. AvilaSpeculative Risk Assignment. You need to type out your report.You have $100000 to invest. You need to invest in at least 1 stock and 1 stock mutual fund.You can invest no more than $50000 in one Stock and no more than $50000 in one Mutual Fund.You need to track your portfolio throughout the semester and record and turn in your definitions and portfolio value on August 30th (for 10 points). In addition turn in your portfolio on November 29th (for 10 points). The November report will consist of your values for the week of September 25th the week of October 29th and the week leading up to November 29th. For the August 30th Report you need to list the mutual fund objective and composition (stocks/bonds/cash). For the November 29th Report you need to list the top ten holdings in at least one mutual fund.Example Stock Symbol Price # of Shares TotalName Investment Sept. Oct. Nov. Dec. Mutual Net Asset # of Shares Total Investment Fund Name ValueSept.Oct. Nov.Dec. Stock Plus Mutual Fund TotalYou can use the same chart for additional stocks and mutual funds.Define and report the # August Sept. Oct. Nov. Prediction Nov.Dow Jones Industrial AverageNASDAQ Composite IndexS&P 500 IndexDefinecertificates of depositcommon stockpreferred stockbondsmutual fund
Attachments: