1. Come up with an investment strategy. For example, I believe that large
ownership by insiders leads to superior returns, especially with undervalued
high growth stocks. Provide a brief rationale for the strategy in your report.
Some ideas for investment strategy are provided in the booklet titled What
Has Worked In Investing by Tweedy, Brown Company LLC posted on
D2L.Yahoo Finance stock screener page cited below provides some stock
screens that may also provide some ideas for investment strategies.
2. Identify 5 stocks consistent with your strategy. Use Yahoo! Finance Stock
Screener for this purpose. It's available at
3. Create a stock selection and weighting scheme (in %) consistent with your
strategy. Track the performance of the stocks you selected over time. (At least
10 consecutive trading days’ performance starting from 11/4/2016)
4. Submit a short report (2 pages max; excluding exhibits) describing your
strategy. Your report should be submitted to dropbox on D2L. Late
submission and email submission will NOT be accepted. The report should
consist of the following:
Your investment strategy and a brief rationale for your strategy.
Your stock selection scheme, with an explanation of how the various
elements of your scheme are consistent with your strategy.
A table listing the stocks (ticker), percent of money to be invested in
them and their daily performance (return) over time