"M", ~1/15*150000

1/15 of the fund's final long position investment

initial position of ~10k, a little more than 1/5 of the initial long positions, rounded up to full stock quantity

see team github link, now with final versions of code and a thorough verbal logic breakdown: github[dot]com/benskub/Investment-Management-2021-overfors

This company is a leader in open, is moderately valued at 16 p/e and has solid technicals. With growth in revenue, earnings and price over almost all periods, it will also benefit from the new normal and higher Poe usage in the general population

Building our initial portfolio that follows the Dow Jones Industrial Average -index, according to our investment strategy. We buy all the 30 stocks in the index. The number of shares is equal for all stocks because Dow Jones is a price weighted index, meaning that the weight of each stock is decided by the share price. We buy 325 shares of each stock, because this is the maximum amount we can spend without exceeding our target leverage level of 1,8.

DJIA component 1/30. Position as close as possible to the 3,33% ($33 333) initial position allocation as possible, rounding the share amount down.

Big US technology company that has an ESG-rating of AAA. Therefore fits our portfolio strategy.

We believe that the current market price is slightly undervalued, according to our analysis. Therefore, we decided to buy 3M.

Building the initial portfolio.

It's a good stock