Account and Portfolio Creation

Account and Portfolio Creation (Please strictly follow the instruction below or you may result zero mark for this assessment)

1. Create an account (with your real first & surname) on

2. Create two watchlists of Portfolios A and B on Tuesday, March 23 rd, 2021

3. Create a watchlist of Portfolio A ($400,000) consisting TWO stocks.

a. Choose One stock from S&P500 index plus Amazon.com (AMZN)

b. Make the number of shares for AMZN equal to “Last two digits of your student number” if these two digits are larger than 19.

c. Make the number of shares for AMZN equal to “First two digits of your student number” if your last two digits are smaller than or equal 19.

d. Example: For student S7777777, you need to hold 77 shares of AMZN in your Portfolio A For student S6660011, you need to hold 66 shares of AMZN in your Portfolio A ]

e. Determine the weight and shares for the other stock you chose in step a.

f. You have $400,000 USD for Portfolio A.

4. Create a watchlist of Portfolio B ($1 million) consisting Four stocks from S&P 500

a. Choose any Three stocks from S&P500 index plus Tesla (TSLA) 1

b. Make the number of shares for TSLA equal to “Last three digits of your student number” if they are larger than 99.

c. Make the number of shares for TSLA equal to “First three digits of your student number” if your last two digits are smaller than or equal 99.

d. Example: For student S7777777, you need to hold 777 shares of TSLA in your Portfolio B For student S6660011, you need to hold 666 shares of TSLA in your Portfolio B e. Determine the weights and shares for the rest of the stocks you chose in step a. f. You have $1 million USD for Portfolio B.

5. Take screenshots of your portfolios and attach them in the Appendix

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