Sector is ENERGY
HW #3 – Describe Investing Policy Statement (IPS) and approach to building a portfolio
Describe your investing policy statement and approach to building a portfolio.
Ex.
Are you focused on a particular type of opportunity? High growth firms? Deep value firms? Momentum, etc. Remember to select a strategy that will inspire confidence over the long term.
What do you see as some of the material impacts to your sector in the remainder of this year?
What type of firms are exposed to these risks? All of them? Some of them? Etc.
Will you look to overweight firms that will do well if this catalyst emerges and underweight firms that will be penalized? Or not take those tpes of positions?
Are you trying to select the best firms and leave out the worst firms (active)
Will your portfolio use anything beside vanilla buy and hold purchases
Any limit orders?
Short sales?
Margin?
Derivitives
PS use resources, this is also a research assignment, include citations in the text and a work cited page
WRITE MY PAPER
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