“Building Diversified Stock Portfolios: A Strategic Approach to Investing”

“Building Diversified Stock Portfolios: A Strategic Approach to Investing”

select four companies and purchase 100 shares for each of the three portfolios. The purchase prices are recorded on the attached Stock Tracker Spreadsheet. Please include the reason you selected each company. Additionally, did you create and use an investment policy statement? If so, what is your investment philosophy? Here are a few examples: (1) an actively selected portfolio (P1) – Stocks from Kiplinger’s List of Best Performing Stocks (2) a randomly selected portfolio (P2) – Stocks from consumer-oriented companies that produce the products I use (Apple, Amazon, ATT &T, Bank of America, etc.) (3) a passive portfolio (P3) – Russell 2000 stocks with high dividends Below you find an example of the Stock Tracker Spreadsheet.

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