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This project will give you and your partner the opportunity
to manage a stock mutual fund of your own creation for the next ten weeks.
This fund will be comprised of a mixture of stock holdings selected by
you and your partner. Your goal is to increase the value of your fund as
much as possible over the length of the project.
Here are some of the basic guidelines for the project:
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Each pair will start with $1 million
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All stocks held must be traded on either the NYSE or the
NASDAQ
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Each pair will come up with a legitimate professional name
for their fund.
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Transactions (buying or selling the stock that is in your
fund) can be carried out on Mondays and Thursdays - each transaction made
after 3/04/04 must be documented by a transaction slip signed by myself
or one of the TA's. You will be turning in all of your transaction slips with
your final project.
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Each transaction carried out after 3/04/04 will carry a $500
fee charged against the assets in your fund.
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You will be responsible for charting the weekly value of
your fund on an Excel spreadsheet you will be creating and maintaining
in class. This spreadsheet will contain the number of shares of each
stock that you hold, as well as weekly price updates. Any dividends
that are paid by the stocks you are holding will be added to the overall
value of your fund, and these should also be reflected in your spreadsheet.
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Overall fund holdings will be
posted weekly on this website
so that you can track the performance of your fund against the others.
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Your goal is to beat the indexes, you want your fund to
outperform the NASDAQ and the NYSE (as well as the funds of all your classmates,
of course)
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You will be turning in your spreadsheet, your transaction slips,
and an analysis of why each stock you held performed the way that it did
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