StockTrak is an online virtual trading simulation that we will use during the quarter. The simulation will be done in groups of 3 and each group will receive $1,000,000 to manage the portfolio throughout the quarter. The handout describes the StockTrak Portfolio Project parts, registration, and the portfolio parameters. The reports and presentations requirements are
provided in a separate handout.
The StockTrak Portfolio Project consists of four parts totaling 30% of your course grade.
Part 1: Securities choice report (10%). Due on July 6.
Part 2: In-class presentation of securities (5%). Scheduled for July 6.
Part 3: Portfolio analysis report (10%). Due on August 8.
Part 4: In-class presentation of portfolio results (5%). Scheduled for August 8.
Bonus points for the StockTrak Portfolio Project will be awarded based on your portfolio return:
The class will be using the StockTrak Summer Service (7 weeks). Cost is $19.95 per group. Each group should register individually using the class registration page at
http://www.stocktrak.com:80/members/registerstudent?className=DU-FIN3300-1-Sr17 or from the StockTrak's home page at http://www.stocktrak.com by clicking on the "students register here" button and inputting "DU-FIN3300-1-Sr17" as the class name.
Registration Start date: June 29; Registration End date: August 7.
Initial cash balance: $1,000,000.
Security types: equity, mutual funds, spots.
The number of securities/assets in the portfolio: five or more securities/assets. To simplify portfolio monitoring, you might hold in the portfolio between five and 20 securities/assets.
You can change the portfolio holdings after reports and presentations on the choice of securities/assets (after July 6), keeping the minimum number of securities/assets at five.
Exchanges: North American, Asian, Latin American, and European.
Commission on Equities: $10.
Commission on Mutual Funds: $10.
Commission on Spots: $10.
Minimum Stock Price for Buying: $0.25.
Minimum Stock Price for Shorting: $3.
Short Selling? Yes.
Day Trading? Yes.
Interest charged on loan: 8%.
Interest earned on cash: 3%.
Trading start time: June 29, 9:30 a.m.
Trading end time: August 7, 4:00 p.m.