Major

Business Administration

Anticipated Graduation Year

2025

Access Type

Open Access

Abstract

This final report is a compilation of all research performed by team members for the mutual fund, Mutualicious Capital. Research reports include various forms of stock valuation, analysis of the macroeconomy, relative value trades, earnings analysis, technical analysis, and convergence trading. Research performed on each company or sector motivated real trades in a StockTrak simulation.

Faculty Mentors & Instructors

Dr. Steven Todd, Associate Professor of Finance

Creative Commons License

Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 License
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 License.

Share

COinS
 

Final Report - Portfolio Management

This final report is a compilation of all research performed by team members for the mutual fund, Mutualicious Capital. Research reports include various forms of stock valuation, analysis of the macroeconomy, relative value trades, earnings analysis, technical analysis, and convergence trading. Research performed on each company or sector motivated real trades in a StockTrak simulation.