investments

Give a name to your report.b. Explain what type of portfolio you have managed. The goals, constraints, andpolicies you have followed for this portfolio management. Briefly mention howChapters 28 and/or other reading materials help you to come up with this idea.Discuss the special needs and/or constraints you had and the focus of your policy.Include possible external factors that you are especially concerned about. Mentionif you have changed or adjusted your goals and policies based on the changinginvestment environment, such as tax, trade wars, political and technologicalchanges, etc. (2-3 pages) 
c. Summarize all your trading activities from June 1, 2020, to July 29, 2020. Explainwhat you did and why you did so. Discuss the external or economic factors thatyou considered in your trading. Mention any changes or adjustments you did inyour policies or even in the objectives etc. Your trading activities or portfoliomanagement must be based on real information and reasoning. (3-6 pages) 
d. Finally, assess the success or failure of your investment strategies. Theassessment will include graphs and tables explaining the performance of theportfolio. You must provide a section that indicates the performance relative toan investment index. Compare the performance relative to the S&P 500 index as a4minimum. You may decide that based on your portfolio objectives this index doesnot represent your goals and objectives and therefore you choose to compare yourperformance to a different industry-standard or another index in addition to theS&P 500. Identify the mistakes you made while trading. (3-5 pages plus anappendix with tables) 
e. Please note that your final report must be a minimum of 8 to a maximum of 14pages long plus a cover page and an appendix. Be precise in your writing andprovide only relevant and required information in the final report. Proper citation is required if you are using outside resources in your report. 
f. Please follow Times New Roman, 12 font size, double space for the report, andAPA or Chicago style for the citation.The key element of your report is that it should explain what you have learned from thisassignment and how it helped you to modify/advance your knowledge gained from the differentchapters of your textbooks (BKM and RWDWS). 



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