Writing a 1-2 financial journal (with attached table)to your clients discussing your initial positions. You are explaining to your clients the choices you made about the stock portfolio based on current financial market and economic conditions in recent weeks. You will discuss your preferences, your past performance, what did well and what did not do well and why, and what expectations you have for this portfolio in the future.
Please answer the questions below in your financial journal:
1. Why did you make the initial selections for your portfolio? Do you have a particular favorite position, and if it is your largest position, why or why not?
2. Which stock performed the best in your portfolio, and why? Discuss any important financial events for this stock. You will need to do research and provide your sources.
3. Which stock performed the worst in your portfolio and why? Discuss why you believe it was negatively impacted by doing research, and provided sources.
4. How did your overall stock portfolio do compared to the market (ie S& P 500). What reasons can you give for outperformance, underperformance, or being in line with the market. Make sure to provide your table.
5. Discuss your sources of information that you used to keep up on the stock market and your stock portfolio. What was the process you used to review your portfolio? How often did you review your performance, individual stocks, the financial market, and financial events. This question is designed to link your stock market experience with our readings in the first module.
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