Now that you have completed the Investment Portfolio Project, let’s take a look

Now that you have completed the Investment Portfolio Project, let’s take a look at the performance and discuss what worked and didn’t.
1. During the 8-week period that you tracked your portfolio (September 8 – November 3), the S&P 500 return was -2.2%. How did your portfolio’s return compare?
2. Which stock in your portfolio performed best over that 8-week period (September 8 – November 3)? List two (2) reasons why you think it outperformed.
3. Which stock in your portfolio performed worst over that 8-week period (September 8 – November 3)? List two (2) reasons why you think it underperformed.
4. If you could go back and do anything differently when selecting your stocks and building the portfolio, what would you do? List two (2) actions.
5. Did you learn any valuable lessons about your investment style or risk tolerance during this project?
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Assignment Deadlines
Submit this assignment by Thursday, November 9
Rubric
Investment Project Final
Investment Project Final
CriteriaRatingsPts
This criterion is linked to a Learning OutcomePortfolio return vs S&P 500
5 to >0.0 ptsFull Marks
0 ptsNo Marks
5 pts
This criterion is linked to a Learning OutcomeBest performing stock and at least 2 reasons
5 to >0.0 ptsFull Marks
0 ptsNo Marks
5 pts
This criterion is linked to a Learning OutcomeWorst performing stock and at least 2 reasons
5 to >0.0 ptsFull Marks
0 ptsNo Marks
5 pts
This criterion is linked to a Learning OutcomeWhat would you do differently? 2 reasons
5 to >0.0 ptsFull Marks
0 ptsNo Marks
5 pts
This criterion is linked to a Learning OutcomeValuable lessons learned
5 to >0.0 ptsFull Marks
0 ptsNo Marks
5 pts
Total Points: 25