Report Out

 For this assignment, you will report out on the process you developed over the course of the semester to best leverage your initial investment in the stock market highlighting your successes, failures, and areas of improvement along the way. You will do this through a conversation with your classmates that can be submitted in written or video format. Either format should include: 

  • A breakdown of your one-page financial spreadsheet reporting the path you took on this projecto Discuss your initial investment, ending balance, and each transaction long the way
  • A description of your initial strategy and investments
  • An in-depth explanation of each variation from that initial strategy
  • Your ending strategy as well as the year to date results of your investment
  • Reflection: if you could go back and start again, how would your strategy change?

The goal is to accurately display the good and bad of your strategy and highlight how the strategy evolved over the course of the term as well as lessons learned along the way. 

Solution

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