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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Explanation & Answer
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2
Week 7 Portfolio
In week 3, I made two different investments. The first investment was a purchase of
565.61 shares from Dodge & Cox Income Fund (DODIX) at a price of $13.26 per share. The
total amount of capital spent on the investment was $7,500. The second investment was a
purchase of 136.76
in total from Altegris/AACA Opportunistic Real Estate Fund...