Transaction History Report

Provide 500 WORDS ONLY!!!

You will begin with a portfolio worth $250,000, please make an investment (s) totaling at least $25,000 in securities directly related to the lecture topic. ETFs and mutual funds are acceptable investments. You must provide a full description of each investment position and investment rationale.

  • You can hit the PrtSc button and then copy each into the Word document. A.You will begin with a portfolio worth $250,000, please make an investment (s) totaling at least $25,000 in securities directly related to the lecture topic.ETFs and mutual funds are acceptable investments.You must provide a full description of each investment position and investment rationale.
  • What is the dollar and percentage of your portfolio? (portfolio trades must be completed by 4PM each Friday)
  • How does your portfolio performance compare to the S&P performance since you made your first trade and the past week?
  • Discuss the reasons for the differences you identified in #2.
  • What is the dollar and percentage of your portfolio? (portfolio trades must be completed by 4PM each Friday)
  • How does your portfolio performance compare to the S&P performance since you made your first trade and the past week?
  • Discuss the reasons for the differences you identified in #2.

You need to include 1) the report or spreadsheet that shows your open positions as a Table and 2) the Transaction History report.You can hit the PrtSc button and then copy each into the Word document.

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