Macomb Community College W7 Business Executive Summary
Description
* The rationale for each asset (mutual fund) you chose in Week 3
- How and why your $10,000 was divided among your assets
- The % results of the gain/loss after following your portfolio for the past four weeks.
Hint: (Current NAV – Purchased NAV)/Purchased NAV = % Gain/Loss
- Your analysis of the results. Did you make a good choice of assets or not? How much were your results affected by the economy, overall market, the sector (e.g. industrials, services, media, etc.), the style (value/blend/growth) you chose, etc.?
- If you were to repeat this exercise using your own money, would you invest in a similar way, or would you invest differently?
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