Mock Stock Portfolio

Part I of Essay
I have been managing the mock portfolio seen in Appendix A for the last eighty-one days. Over the course of this semester stock markets have been bullish in recuperating from losses suffered over the summer months. I attribute the decline of market values to negative glob ....

Part II of Essay
.... We studied in chapters 4, 5, 6 of Fabozzi's Investment Management that we can capture returns similar to that of our benchmark by using securities with characteristics similar to your benchmark. Characteristics of similarity range from market sector, company size, yield to maturity, and the riskiness of the asset. Since the pension fund is in the growth stage of its life and the benchmark the class would be comparing their returns to is the S&P 500, my asset selection consisted of the given 25 common stocks, 4 mutual funds, and curr ....