Posted: September 13th, 2017

Stock Trak Debrief Paper

Paper, Order, or Assignment Requirements

The assignment that we did was to sign up in https://stocktrak.com
Username: NFKD
Password: 229418
We were supposed to buy and sell stocks and bonds in the US stocks, but we only bought stocks
We bought (AAPL Apple Inc. – XOM Exxon Mobil Corporation – APD Air Products and Chemicals Inc.) You can log in to see the summary and order history of our transactions.
We should answer these questions on the paper
• Summary of experience
o Which positions exceeded your expectations? What factors created the 
gap?
o Which positions underperformed for you? What factors created the gap?
o What are the key things you learned from your StockTrak experience?
o How will your StockTrak experience influence your personal investing in 
the future?

• Portfolio performance measures discussion
o Sharpe ratios
o Alphas

• Papers should be based on research that was gathered using the Bloomberg Terminal (Note, you must use the Bloomberg terminal if not I will take away points).

o Items that you might consider researching are as follows:
• Financial ratios
• Common size income statements and balance sheets
• Statement of cash flows
• Buy, hold, and sell analyst recommendations
• The US or global economy
• Monetary policy
• The company’s business performance
• News articles relations to the company

• Why we decided to buy apple stocks:
o https://m.barrons.com/articles/BL-TB-46794
o Innovation and new ideas is another reason as to why we targeted apple and here is a supporting idea! https://finance.yahoo.com/news/apples-newest-patent-let-iphone-152115414.html?.tsrc=applewf
o https://stefancheplick.tumblr.com/image/111700672623
o https://stefancheplick.tumblr.com/post/111700672623/the-dow-jones-industrial-average-since-1789-a
o Here is another reason as to why we targeted Apple because of “APPLE WATCH” https://finance.yahoo.com/news/big-opportunity-apple-watch-isnt-192537729.html?.tsrc=applewf
o Please read this article it should help you explain why Apple is such low risk company (beta) and eight of the big hedge funds have big position in Apple https://finance.yahoo.com/blogs/talking-numbers/why-you-are-forced-to-own-apple-234203812.html?.tsrc=applewf
o Again read and understand the jargons and what they mean and what are hedge funds https://finance.yahoo.com/news/stop-saying-apple-watch-flop-151808427.html?.tsrc=applewf

use Bloomberg terminal and the link I provided
I’m not the one who did all this we’re a group so use we and us instead of I

We should answer these questions on the paper

• Summary of experience
• Which positions exceeded your expectations? What factors created the 
gap?
• Which positions underperformed for you? What factors created the gap?
• What are the key things you learned from your StockTrak experience?
• How will your StockTrak experience influence your personal investing in 
the future?

• Portfolio performance measures discussion
  • Sharpe ratios
  • Alphas

• Papers should be based on research that was gathered using the Bloomberg Terminal (Note, you must use the Bloomberg terminal if not I will take away points).

• Items that you might consider researching are as follows:
  • Financial ratios
  • Common size income statements and balance sheets
  • Statement of cash flows
  • Buy, hold, and sell analyst recommendations
  • The US or global economy
  • Monetary policy
  • The company’s business performance
  • News articles relations to the company

• Why we decided to buy apple stocks:
  • http://m.barrons.com/articles/BL-TB-46794
  • Innovation and new ideas is another reason as to why we targeted apple and here is a supporting idea! http://finance.yahoo.com/news/apples-newest-patent-let-iphone-152115414.html?.tsrc=applewf
  • http://stefancheplick.tumblr.com/image/111700672623
  • http://stefancheplick.tumblr.com/post/111700672623/the-dow-jones-industrial-average-since-1789-a
  • Here is another reason as to why we targeted Apple because of “APPLE WATCH” http://finance.yahoo.com/news/big-opportunity-apple-watch-isnt-192537729.html?.tsrc=applewf
  • Please read this article it should help you explain why Apple is such low risk company (beta) and eight of the big hedge funds have big position in Apple http://finance.yahoo.com/blogs/talking-numbers/why-you-are-forced-to-own-apple-234203812.html?.tsrc=applewf
  • Again read and understand the jargons and what they mean and what are hedge funds http://finance.yahoo.com/news/stop-saying-apple-watch-flop-151808427.html?.tsrc=applewf