Monthly Archives: April 2014

Case Study (FIN-325): International Portfolio Competition

Category : Archieve

Case Study (FIN-325): International Portfolio Competition

Educational purposes only…

PLEASE NOTE: You need a new username for this case study.

Purpose

  • Form an international financial securities portfolio with the purpose of making profit.
  • Review and apply the risk and return theory
  • Review and apply the international portfolio management and diversification theory
  •  

    Rules

  • Trading Game is used for the portfolio formations.
  • Please note that the Trading Game uses Yahoo! Finance for all financial figures, financial statements, historical prices, beta, symbols, ticker codes, fund categories, ETF categories, options, futures, commodities, security names, countries and all other information pertaining to this case study.
  • You can only trade foreign securities (no US stocks, US ETFs, US ADRs, US Options etc.) Foreign securities have suffix.
  • You can only have long positions (no short positions)
  • You cannot day trade. You cannot close positions. ONLY “buy to open” orders will be evaluated. All other orders will be disregarded.
  • If you make a mistake, you need to reset your entire portfolio. ONLY “buy to open” orders will be evaluated.
  • Once you trade a security, it is reserved. It cannot be traded by anybody else.
  • You need to let me know when you are done so that I can grade your work.
  • All work will be graded immediately after the deadline. Trading Game will not allow you to trade after the deadline.
  • You CANNOT use Stata to trade for this assignment. If a stock is not reserved, it will not be included in your portfolio. Stata trades are not reserved.
  •  

    Directions:

  • Maximum allowed funds (based on cost) for the stocks is US$500,000. No partial credit is given if portfolio value is more than US$500,000.
  • Minimum allowed funds (based on cost) for the stocks is US$450,000. No partial credit is given if portfolio value is less than US$450,000.
  • There needs to be at least 20 different foreign securities in your portfolio. No partial credit is given if portfolio contains less than 20 foreign securities.
  • This assignment is worth 10 extra credit points that can be added to any of your exams.
  •  

    Grading:

  • Top 3 trades will receive full 100 points.
  • Traders who have more than 5% return will receive full 100 points.
  • Traders who have more than 2.5% (and less than 5%) return will receive 75 points.
  • Traders who have more than 1% (and less than 2.5%) return will receive 50 points.
  • Traders who have completed all requirements but could not achieve any profits will receive 25 points.
  • Grading towards course grade

    THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.
    THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.
    This assignment has a total of 100 points. 10% of these points can be added to any ONE of the exams.
    For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 10 points to any ONE of your exams.
    For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 8 points to any ONE of your exams.
    For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 6 points to any ONE of your exams.

     

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    Case Study (FIN-300): Portfolio competition

    Category : Archieve

    Case Study (FIN-300): Portfolio competition

    Educational purposes only…

    PLEASE NOTE: You need a new username for this case study.

    Purpose

  • Form a financial securities portfolio with the purpose of making profit.
  • Review and apply the risk and return theory
  • Review and apply the portfolio management and diversification theory
  •  

    Rules

  • Trading Game is used for the portfolio formations.
  • Please note that the Trading Game uses Yahoo! Finance for all financial figures, financial statements, historical prices, beta, symbols, ticker codes, fund categories, ETF categories, options, futures, commodities, security names, countries and all other information pertaining to this case study.
  • You can only trade stocks (no ETFs, ADRs, Options etc.)
  • You can only have long positions (no short positions)
  • You cannot day trade. You cannot close positions. ONLY “buy to open” orders will be evaluated. All other orders will be disregarded.
  • If you make a mistake, you need to reset your entire portfolio. ONLY “buy to open” orders will be evaluated.
  • Once you trade a security, it is reserved. It cannot be traded by anybody else.
  • You need to let me know when you are done so that I can grade your work.
  • All work will be graded immediately after the deadline. Trading Game will not allow you to trade after the deadline.
  • You CANNOT use Stata to trade for this assignment. If a stock is not reserved, it will not be included in your portfolio. Stata trades are not reserved.
  •  

    Directions:

  • Maximum allowed funds (based on cost) for the stocks is $500,000. No partial credit is given if portfolio value is more than $500,000.
  • Minimum allowed funds (based on cost) for the stocks is $450,000. No partial credit is given if portfolio value is less than $450,000.
  • There needs to be at least 20 different stocks in your portfolio. No partial credit is given if portfolio contains less than 20 stocks.
  • This assignment is worth 10 extra credit points that can be added to any of your exams.
  •  

    Grading:

  • Top 3 trades will receive full 100 points.
  • Traders who have more than 5% return will receive full 100 points.
  • Traders who have more than 2.5% (and less than 5%) return will receive 75 points.
  • Traders who have more than 1% (and less than 2.5%) return will receive 50 points.
  • Traders who have completed all requirements but could not achieve any profits will receive 25 points.
  • Grading towards course grade

    THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.
    THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.
    This assignment has a total of 100 points. 10% of these points can be added to any ONE of the exams.
    For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 10 points to any ONE of your exams.
    For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 8 points to any ONE of your exams.
    For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 6 points to any ONE of your exams.

     

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    Case Study (FIN-300): Portfolio with target beta

    Category : Archieve

    Case Study (FIN-300): Portfolio with target beta

    Educational purposes only…

    PLEASE NOTE: You need a new username for this case study.

    Purpose

  • Form a financial securities portfolio with a target beta
  • Review and apply the capital asset pricing theory
  • Conduct a detailed research about financial securities as well as financial markets
  •  

    Rules

  • Trading Game is used for the portfolio formations.
  • Please note that the Trading Game uses Yahoo! Finance for all financial figures, financial statements, historical prices, beta, symbols, ticker codes, fund categories, ETF categories, options, futures, commodities, security names, countries and all other information pertaining to this case study.
  • You need to obtain the Betas for this assignment. Please use the Betas that are provided by Yahoo! Finance. If Beta is not available on Yahoo! Finance, please do not use that security.
  • You can only trade stocks (no ETFs, ADRs etc.)
  • You can only have long positions (no short positions)
  • You need to have balanced weights across your stocks
  • Once you trade a security, it is reserved. It cannot be traded by anybody else.
  • You need to let me know when you are done so that I can grade your work.
  • All work will be graded immediately after the deadline. Trading Game will not allow you to trade after the deadline.
  • You can use Stata (completely voluntary) to trade or check your work.
  •  

    Directions:

  • Maximum allowed funds (based on cost) for the stocks is $250,000. No partial credit is given if portfolio value is more than $250,000.
  • Minimum allowed funds (based on cost) for the stocks is $240,000. No partial credit is given if portfolio value is less than $240,000.
  • There needs to be at least 20 different stocks in your portfolio. No partial credit is given if portfolio contains less than 20 stocks.
  • Weighted portfolio Beta needs to be as close to 1 (one) as possible. Partial credit is given for portfolio betas that are not exactly 1.
  • Grading:

    THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.
    THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.
    This assignment has a total of 100 points. 10% of these points can be added to any ONE of the exams.
    For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 10 points to any ONE of your exams.
    For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 8 points to any ONE of your exams.
    For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 6 points to any ONE of your exams.

     

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    Case Study (FIN-325): Using Derivatives to Hedge International Portfolio Risk

    Category : Archieve

    Case Study (FIN-325): Using Derivatives to Hedge International Portfolio Risk

    Educational purposes only…

    Purpose

  • To review and apply the theory of hedging and international diversification to real life examples,
  • To hedge an internationally diversified portfolio through derivatives,
  • To conduct a detailed research about international financial securities as well as hedging methods.
  •  

    Rules

  • Trading Game is used for the portfolio formations.
  • You need to use one username for the entire case study (i.e. same username for all three sections/portfolios).
  • Your username for this case study must be unique to this case study (i.e. you cannot use a username you already had for other case studies).
  • Please note that the Trading Game uses Yahoo! Finance for all financial figures, financial statements, historical prices, beta, symbols, ticker codes, fund categories, ETF categories, options, futures, commodities, security names, countries and all other information pertaining to this case study.
  • If you submit this case study before the deadline AND you receive a grade of C or better then you can resubmit this case study for a second time (with a new username). There is no third resubmission.
  • You need to have a new username for the second submission.
  • Once you trade a security, it is reserved. It cannot be traded by anybody else.
  • You need to let me know when you are done so that I can grade your work.
  • All work will be graded immediately after the deadline. Trading Game will not allow you to trade after the deadline.
  • You can use Stata (completely voluntary) to trade or check your work.
  •  

    Directions: Long Positions

  • (5 points) Maximum allowed funds (based on cost) for long positions is $250,000.
  • (5 points) Minimum allowed funds (based on cost) for long positions is $245,000.
  • Please make sure you have long trade positions in each of the following:
    • (10 points) at least 10 different country index funds (ETFs, i.e. BKF)
    • (10 points) at least 4 Foreign currency funds (ETFs, i.e. FXE)
    • (5 points) at least 1 foreign Treasury bonds (ETF, i.e. WIP)
  •  

    Directions: Short Positions

  • (5 points) Maximum allowed funds (based on cost) for short positions is $250,000.
  • (5 points) Minimum allowed funds (based on cost) for short positions is $245,000.
  • Please make sure you have short trade positions in each of the following:
    • (10 points) at least 10 different country index funds (ETFs, i.e. BKF)
    • (10 points) at least 4 Foreign currency funds (ETFs, i.e. FXE)
    • (5 points) at least 1 foreign Treasury bonds (ETF, i.e. WIP)
  •  

    Grading

  • You need to hedge both long and short positions.
  • Cost of options is NOT considered loss.
  • Cost of options is not part of your invested portfolio.
  • Choice of hedge is yours.
  • Your grade will depend on your success of hedging.
  • Point of the case study is to eliminate the risk of loss entirely.
  • For each $2,000 loss on the long positions, it will cost you 10 penalty points.
  • For each $2,000 loss on the short positions, it will cost you 10 penalty points.
  • Profits will receive no bonus, extra credit etc.
  • Grading towards course grade

    THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.
    THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.
    This assignment has a total of 100 points. 15% of these points can be added to any ONE of the exams.
    For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 15 points to any ONE of your exams.
    For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 12 points to any ONE of your exams.
    For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 9 points to any ONE of your exams.

     

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    Case Study (FIN-325): International Portfolio Management

    Category : Archieve

    Case Study (FIN-325): International Portfolio Management

    Educational purposes only…

    Purpose

  • To review and apply the calculations provided with the textbook material to real life examples,
  • To form a diversified international financial securities portfolio,
  • To review and apply the theory of international diversification and hedging,
  • To conduct a detailed research about international financial securities as well as international financial markets.
  •  

    Rules

  • Trading Game is used for the portfolio formations.
  • You need to use one username for the entire case study (i.e. same username for all three sections/portfolios).
  • Your username for this case study must be unique to this case study (i.e. you cannot use a username you already had for other case studies).
  • Please note that the Trading Game uses Yahoo! Finance for all financial figures, financial statements, historical prices, beta, symbols, ticker codes, fund categories, ETF categories, options, futures, commodities, security names, countries and all other information pertaining to this case study.
  • If you submit this case study before the deadline AND you receive a grade of C or better then you can resubmit this case study for a second time (with a new username). There is no third resubmission.
  • You need to have a new username for the second submission.
  • Once you trade a security, it is reserved. It cannot be traded by anybody else.
  • You need to let me know when you are done so that I can grade your work.
  • All work will be graded immediately after the deadline. Trading Game will not allow you to trade after the deadline.
  • You can use Stata (completely voluntary) to trade or check your work.
  •  

    Directions: Long Stock Positions

  • (5 points) Maximum allowed funds (based on cost) for the long positions is $250,000.
  • (5 points) Minimum allowed funds (based on cost) for the long positions is $240,000.
  • Please include stocks in each of the following currencies;
    • EUR: at least 2 different stocks (2 points).
    • GBP: at least 2 different stocks (2 points).
    • CHF: at least 2 different stocks (2 points).
    • CAD: at least 2 different stocks (2 points).
    • MXN: at least 2 different stocks (2 points).
    • AUD: at least 2 different stocks (2 points).
    • CNY: at least 2 different stocks (2 points).
    • SEK: at least 2 different stocks (2 points).
    • RUB: at least 2 different stocks (2 points).
    • NZD: at least 2 different stocks (2 points).
    • SGD: at least 2 different stocks (2 points).
    • MYR: at least 2 different stocks (2 points).
    • ILS: at least 2 different stocks (2 points).
    • IDR: at least 2 different stocks (2 points).
  • For the following 5 currencies, please make sure that you have at least $10,000 worth of foreign currency exposure and appropriate amount of hedging. Please note that cost of options is not considered as loss. Also, cost of options are not part of your total portfolio value.
    • EUR: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • GBP: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • CHF: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • CAD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • AUD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).

     

    Directions: Short Stock Positions

  • Stocks for the short positions must be different than those for long positions.
  • (5 points) Maximum allowed funds (based on cost) for the short positions is $250,000.
  • (5 points) Minimum allowed funds (based on cost) for the short positions is $240,000.
  • Please include stocks in each of the following currencies;
    • EUR: at least 2 different stocks (2 points).
    • GBP: at least 2 different stocks (2 points).
    • CHF: at least 2 different stocks (2 points).
    • CAD: at least 2 different stocks (2 points).
    • MXN: at least 2 different stocks (2 points).
    • AUD: at least 2 different stocks (2 points).
    • CNY: at least 2 different stocks (2 points).
    • SEK: at least 2 different stocks (2 points).
    • RUB: at least 2 different stocks (2 points).
    • NZD: at least 2 different stocks (2 points).
    • SGD: at least 2 different stocks (2 points).
    • MYR: at least 2 different stocks (2 points).
    • ILS: at least 2 different stocks (2 points).
    • IDR: at least 2 different stocks (2 points).
  • For the following 5 currencies, please make sure that you have at least $10,000 worth of foreign currency exposure and appropriate amount of hedging. Please note that cost of options is not considered as loss. Also, cost of options are not part of your total portfolio value.
    • EUR: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • GBP: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • CHF: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • CAD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).
    • AUD: at least $10,000 worth of foreign currency exposure (1 point) appropriate amount of hedging (5 points).

    Grading:

    THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.
    THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.
    This assignment has a total of 100 points. 15% of these points can be added to any ONE of the exams.
    For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 15 points to any ONE of your exams.
    For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 12 points to any ONE of your exams.
    For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 9 points to any ONE of your exams.

     

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    Case Study (FIN-300): Financial Securities and Markets

    Category : Archieve

    Case Study (FIN-300): Financial Securities and Markets

    Educational purposes only…

    Purpose

  • Form a financial securities portfolio with diverse securities
  • Review and apply the theory of diversification
  • Conduct a detailed research about financial securities as well as financial markets.
  •  

    Rules

  • Trading Game is used for the portfolio formations.
  • You need to use one username for the entire case study (i.e. same username for all three sections/portfolios).
  • Your username for this case study must be unique to this case study (i.e. you cannot use a username you already had for other case studies).
  • Please note that the Trading Game uses Yahoo! Finance for all financial figures, financial statements, historical prices, beta, symbols, ticker codes, fund categories, ETF categories, options, futures, commodities, security names, countries and all other information pertaining to this case study.
  • If you submit this case study before the deadline AND you receive a grade of C or better then you can resubmit this case study for a second time (with a new username). There is no third resubmission.
  • You need to have a new username for the second submission.
  • Once you trade a security, it is reserved. It cannot be traded by anybody else.
  • You need to let me know when you are done so that I can grade your work.
  • All work will be graded immediately after the deadline. Trading Game will not allow you to trade after the deadline.
  • You can use Stata (completely voluntary) to trade or check your work.
  •  

    Directions: Stocks

  • (5 points) Maximum allowed funds (based on cost) for the stocks is $250,000.
  • (5 points) Minimum allowed funds (based on cost) for the stocks is $245,000.
  • (7.5 points) You need to have at least 20 different stocks in your portfolio.
  • (7.5 points) You need to have at least five different industries.
  • (7.5 points) You need to have at least three different US markets.
  • (7.5 points) You need to have at least five different currencies (other than US dollars).
  •  

    Directions: Mutual Funds and ETFs

  • (5 points) Maximum allowed funds (based on cost) for the mutual funds and ETFs is $250,000.
  • (5 points) Minimum allowed funds (based on cost) for the mutual funds and ETFs is $245,000.
  • (5 points) You need to have at least 10 different ETFs in your portfolio.
  • (5 points) You need to have at least 10 different ETF categories in your portfolio.
  • (10 points) You need to have at least 10 different mutual funds in your portfolio.
  •  

    Directions: Options

  • (15 points) For 5 of the stocks in your portfolio, you need to have 1 Call Option for each.
  • (15 points) For 5 of the stocks in your portfolio, you need to have 1 Put Option for each.
  • Grading:

    THIS ASSIGNMENT IS COMPLETELY VOLUNTARY.
    THIS ASSIGNMENT IS NOT PART OF OUR REQUIRED COURSE CONTENT.
    This assignment has a total of 100 points. 10% of these points can be added to any ONE of the exams.
    For instance #1: Let’s assume you received 100 on this assignment. Then, you can add 10 points to any ONE of your exams.
    For instance #2: Let’s assume you received 80 on this assignment. Then, you can add 8 points to any ONE of your exams.
    For instance #3: Let’s assume you received 60 on this assignment. Then, you can add 6 points to any ONE of your exams.

     

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