PROJECTS

SMG DECA Portfolio Performance Review:  

Watch The Following Videos & Complete These Excel Activities


STEP I:  Watch:  Portfolio Performance Summary  

Begin with Guided Instruction: From the SMG site, extract acquisition price data for investments in the portfolio, and closing asset values as of the end of the holding period (December 16, 2016).  Match the format shown in the video.  Include three stocks, SCHAX, SPXL, and “Bond”.  (Good Review of Money & Banking Excel & Financial Literacy Skills)

Watch: Portfolio Theory   Take notes that will receive a grade and can be used on the midterm.

Watch: What is Diversification?

Watch: Portfolio Diversification Visualization 


STEP II:  Building A Portfolio With Excel 

(Guided practice using absolute and relative cell references.)

Begin with Guided Instruction: Pull data for  SCHAX & SPXL.  Calculate Sharpe ratios, and perform simulation of portfolio returns for various weightings of SCHAX & SPXL.  (Note: Gives hint as to optimal weighting for mutual funds.  Remember SPXL is a 3x ETF that serves as a generic high Beta stock surrogate.

Independent Student Analysis: Students will pull 2016 weekly stock price data from Yahoo Finance for their three stocks for the last year, not the “bond” because weekly data N/A.    Note: Performance dates extend beyond our investment period.

Independent Student Analyses:  Perform a simulation for every possible pairing of your three stocks with each other, SCHAX, and SPXL.  Each stock will be paired with four securities.

Final Assessment (One Submission Per Team):  12 pages in Excel Workbook - Each Simulation Page Clearly Identifies Optimal Mix With Highest Return  - Infer Patterns for Optimal Diversification of Portfolio in Whole)


STEP III: Stock Charts

Begin with Guided Instruction: Prepare stock charts for SPXL.  Use period of:   7/1/2016-12/31/2016  -  investment period plus 3 months.   

(1) Chart #1 Includes Bollinger Bands and Relative Strength Indicator (RSI).  Use period of:   7/1/2016-12/31/2016  -  investment period plus 3 months.  Review stock price performance over the holding period in the context of the Bollinger Bands and RSI.

(2) Chart #2 Includes 50-day and 200-day Moving Averages.  Use period of:   1/1/2016-12/31/2016  -  investment period plus 9 months.  Note all Golden Crosses and Death Crosses and consider whether their directional prediction was correct.

(3) Chart #3 Includes Candlestick chart.  Use period of:   10/1/2016-10/31/2016  -  Investment period.  Discuss patterns in the candlestick charts.  

Independent Student Analyses: Student teams prepare three comparable charts for each of their three stocks.

(1) Chart #1 Includes Bollinger Bands and Relative Strength Indicator (RSI).  Use period of:   7/1/2016-12/31/2016  -  investment period plus 3 months.  Review stock price performance over the holding period in the context of the Bollinger Bands and RSI.

(2) Chart #2 Includes 50-day and 200-day Moving Averages.  Use period of:   1/1/2016-12/31/2016  -  investment period plus 9 months.  Note all Golden Crosses and Death Crosses and consider whether their directional prediction was correct.

(3) Chart #3 Includes Candlestick chart.  Use period of:   10/1/2016-10/31/2016  -  Investment period.  Discuss patterns in the candlestick charts.

Final Assessment (One Submission Per Team):  9 pages in Excel Workbook - Meaningful patterns are inferred using Bollinger Bands, RSI, moving averages, and candlestick charts.






CONFIDENCE INTERVAL DATA

Magical Mathematical Modeling

PROJECT #1  PERSONAL HERITAGE PIZZA


PROJECT #2A  EXCEL GRAPHIC DISPLAY


PROJECT #2B EXCEL GRAPHIC DISPLAY


PROJECT #3 EXCEL LAYERED GRAPHIC DISPLAYS (see Class rubric)


PROJECT #4 GROUP UNIVARIATE & BIVARIATE DATA ANALYSIS


PROJECT #5 NORMAL PROBABILITY DISTRIBUTIONS


PROJECT #6  PROFESSIONAL SAMPLE SURVEYS


PROJECT #7  STOCK PROTFOLIOS


DECA TEMPORARY FILES

DECA Written Events Powerpoint

Entrepreneurship Innovation Plan

Fashion Merchandising Plan

Finance Operations Plan

Financial  Consulting Event

Sports & Entertainment Promotion Plan

FICO Credit Scores

CI DATA



© Andrew Nelson 2012