ARSD India Stock Track Investment Overall Investments Need Written Report The written report is due on May 1st and must include your answers to the following questions: What
were your overall investment needs? That is, describe your investment
horizon, financial goals, risk tolerance etc. Please be consistent with
your answers in the Robo-advisor survey.What was your original
strategy for the StockTrak portfolio? That is, explain in your words
what decision criteria you used to determine which stock/ ETF to add to
the portfolio.Describe the asset allocation and portfolio risk
of your StockTrak portfolio and compare it to Robo-Advisors
recommendation. How do the two differ? Were the goals for the StockTrak
assignment different than your overall investment goals?Please
provide a complete report of your StockTrak transactions throughout the
trading period. For each transaction, please provide an
explanation/reasoning for the trade this is your Trading Journal. For
this, you can simply print out the transaction history provided by
StockTrak.Report your StockTrak portfolio performance, that is,
report your portfolios final value and its percentage return. Compare
your portfolio return to S&P 500 index return over the same time
period (i.e., September 9 to November 15). Assume that your
portfolio was a mutual fund actively managed by you, did your management
add value? Were you able to beat a passive fund (e.g. a market index
fund)? Finally, if you were to invest your own savings in a
mutual fund, would you invest in an actively managed fund or a passive
fund or use a robo-advisor? Watch this short video before you answer: https://www.youtube.com/watch?v=rXnwi5eNpNI.
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