The Stock Portfolio Project will consist of the following:

Create a portfolio of securities using one of the investment
strategies below or another that you ?create?. You can include in this
portfolio any of the ?allowed? securities and can allocate your $100,000
in any way that you would like:

Investing strategy:

Kitchen Cupboard
Biggest and Best
Specific Industry?e.g., all tech, healthcare, etc.
Recommended?e.g., from Motley Fool or other sites
Random ?dart? throw
High Risk
Safe Bets
Just Curious?Hunches
Follow the Leader?look at a successful investor and ?mirror? their picks
Other

Describe and explain why you made the choices you did and what you would expect to learn from this initial portfolio position.
You can make changes to this portfolio?i.e., adding,
subtracting stocks, bonds, etc. You just need to record the changes you
made.

Track the weekly performance of the securities in your
portfolio, determining changes in price and return for individual
securities. Also, determine the overall change in your portfolio?s value
and your total return for each week.
For each week, monitor changes that could impact and/or help
explain your portfolio?s performance. This information should include,
but does not need to be limited to, the following:

Performance of the overall market indices for the week?e.g.,
S&P 500, Dow Jones Industrial Average, NASDAQ, and other indices
that might relate to securities in your portfolio, bond market, etc.
Major development in the U.S. macro-economy
Major developments internationally
Any specific industry factors that may impact your investments
Psychology of the market and country in general

Buy and sell securities as you would like over the next six
weeks, but remain ?true? to your investing philosophy. When you make
changes, describe the changes you made for that week and explain your
investment approach?i.e., why you made the changes.

Assess the ?wisdom? of these changes?i.e., how do these new investments perform?

Professional Portfolio Deliverables

Your final professional portfolio will contain the following sections:

Introduction: In 1-2 pages, describe what your
original strategy was in choosing your stocks and the strengths that you
saw when you did so.Also highlight any areas you avoided. Please keep
in mind that you will be evaluating these decisions and their merits in
the reflective section.
Stock portfolio: Create a professional
presentation of all of the information you have gathered on your stocks
throughout the term. Please keep in mind this is a professional
presentation; therefore, matching fonts, styles, and readability will be
considered in your grade.
Prospectus: In 2-3 pages, suggest what should
be done with your stock portfolio going forward. Cite examples from the
data you collected while making your suggestions. Please consider which
stock you believe will perform in the future and which you believe
should be sold. Make sure to consider how long a position you would
recommend holding for various stocks.
Reflections: In one 2-3 page essay, speaking as a student and not as a hypothetical professional, answer the following questions.

Were you surprised by how your portfolio performed?
What factors impacted your initial stock selection, and how
would the knowledge you have gained in this course have affected the
selection if you had it to do all over again?
How did your perception of the state of the current economy
affect your stock selection, and how would it have differed if the
market were trending in the inverse direction?
What market indicators did you find to be the most informative and why?
Do you believe that deep research or intuition is a more important asset for an investor?
I have already been tracking a set of stocks for a few weeks that I can send, to see how they have been performing. I am using the strategy of following a successful investor (Berkshire Hathaway) to guide the investments.