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Accounting Project: Take 100,000.00 dollar endowment make the most growth possible in a three month period. Includes research and detail analysis of real companies and markets.
Date Submitted: 09/10/2006 01:40:47
Category: / Business & Economy / Management
Length: 8 pages (2229 words)
Category: / Business & Economy / Management
Length: 8 pages (2229 words)
GROUP PROJECT ACTIVITY
FALL 2004
BUILDING AND MANAGING A PORTFOLIO OF FINANCIAL ASSETS
FUND NAME:
MONEY MAKER
FUND MANAGERS
ASKIA ROBERTS
Investment Objective
Invest an endowment of $100,000 and get the highest rate of return possible in a three-month period. Date of investment transactions will begin on September 2, 2004 and terminate on December 6, 2004.
Goal
Simply stated, to yield a return on investment 10% or higher in one quarter of investing.
Strategy
Buy low, Sell high. The managers of the
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amp;lt;Tab/>805<Tab/>$28,215.25<Tab/>$96.60<Tab/>+0.34%<Tab/>31.05<Tab/>$3,220.00<Tab/>+12.88%
4 symbolsTotal(USD):<Tab/>$110,604.89<Tab/>$520.05<Tab/>+0.47%<Tab/><Tab/>$10,779.74<Tab/>+10.80%
Sold October 1, 2004
Acquired October 1, 2004
Performance To Date (Oct 5, 2004)
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