| 52 Week Rng | - |
| Market Cap | - |
| Avg Volume | - |
| 1M Volatility | - |
| Short Ratio | - |
| P/E Ratio (TTM) | - |
| P/E Ratio (Fwd) | - |
| P/B Ratio | - |
| Div & Yield | - |
MaxPowerGroup • Aalto Investment management game (Fall 2021) • Dec 2021
Weekly rebalancing | Portfolio market value before rebalancing = $1,425,434.18 | Debt = $469,291.47 and equity = $956,142.71 | Retaining leverage of 1.5:1, new desired level of debt is $478,071.36 | With new level of debt, portfolio value = $1,434,214.07| Using 1/15 weight per equity amounts to $95,614.27 desired market value per equity |
DLTR still a 3-month top 15 performer of S&P500 | Current position is 690 shares | Desired position at current price is 696 shares | We buy 6 shares
2019Finest • Aalto Investment management game (Fall 2021) • Dec 2021
S&P 500 Momentum Fund , long-position , Rank 5 based on the highest previous-month returns.
BM7 • Stockfuse Continuum (US) • Nov 2021
Automatic trade executed by Stockfuse to ensure margin compliance.
Beters_Retirement_Fund • Aalto Investment management game (Fall 2021) • Nov 2021
Building initial portfolio based on momentum. Dollar Tree seems like a strong long opportunity based on its 3-month momentum.
MinorCrew • Aalto Investment Management Game (Fall 2020) • Dec 2020
Momentum strategy | Equal weighting, 5% per stock | 10 long and 10 short positions based on companies with the strongest and the worst momentum. Momentum indicator determined by dividing 3 day simple moving average by 10 day simple moving average. Portfolio rebalanced once a week. | Long position: Dollar tree, Inc.| Rank: 2