Friday, March 4, 2016

Week Four

This week I completed creating the holdings for the portfolios that match the specific risk tolerances. Because many stocks, mutual funds, and ETF's are similar, I disregarded the conservative plus and moderate plus portfolios because most of those holdings were able to be added into the other three. With that said, I have three portfolio's: Conservative, Moderate, and Aggressive. 

I am almost done with my poll, and plan to complete it this week. 

4 comments:

  1. Hey Dylan. Can you go into a little bit more detail as to the purpose of creating all these different portfolios? Is it just to keep everything organized or will there be some analysis of the data later on?

    ReplyDelete
  2. Hey Jared, so since my focus is to study people's risk tolerances along with the current volatile market, I created the portfolios to see which group of market tolerance performs the best. Some people are more conservative, whereas some are more aggressive or moderate toward their investments. I created those portfolios to see which one would perform better. I will monitor them in the next few months and then include them into my final analysis.

    ReplyDelete
  3. Dylan, since your SRP covers a relatively short period of time, will you address the fact that your findings will only be for the short term?

    ReplyDelete
  4. Yes, in the final conclusion of my project, I will note the specific short term research I conducted.

    ReplyDelete