UC Berkeley Haas School of Business Fisher Investments

Sample Project: Creating and Managing Your Own Stock Portfolio

Stock PortfolioAbout halfway through the course, students will be led in class through a series of workshops and lectures culminating in a project to be turned in the last week of class. Each student will create and manage a portfolio of stocks using the top-down method. Students will create a “memorandum for investment” that will include a written breakdown and analysis of portfolio selections, benchmark selection, performance metrics, strategy, tactics, etc.

Each week, students will have an assignment, working toward completing the project—that must be turned in. The instructor will provide feedback but will not give a grade. Students will be able to use the feedback to edit/improve each portion of the project before turning it in for a grade the last week of class.

 

Below is a sample breakdown of the project:

  • Week 1:
    1. Lecture: A Practical Approach to Modern Portfolio Theory
    2. Project: Selection and analysis of benchmark
  • Week 2:
    1. Lecture: Forecasting Techniques
    2. Project: Make your market forecast! Write a one page rationale for your decision
    3. Begin weekly journal entry of news affecting your forecast
  • Week 3:
    1. Lecture: Common Investment Strategies
    2. Project: Select an asset allocation and write a one page rationale for your decisions consistent with your market forecast
    3. Weekly journal entry of news affecting your forecast
  • Week 4:
    1. Lecture: Developing and applying capital markets technology
    2. Project: Develop 3 portfolio themes and select your sector and country overweights relative to your benchmark
    3. Weekly journal entry of news affecting your forecast
  • Week 5:
    1. Lecture: Fundamental Securities Analysis
    2. Project: Select a stock from within one of your overweights and complete a full analysis of the company relative to your forecast and themes
  • Week 6:
    1. Lecture: Guests: Fisher Investments securities analysts
    2. Project: Answer client questions about your strategy (3 short essays)
    3. Weekly journal entry of news affecting your forecast