For BOTH portfolios

• When investing, students cannot allocate more than 10% of the portfolio wealth in any individual asset.
• When investing, students cannot allocate more than 50% of the portfolio wealth in stocks or 25% in any other asset class- bonds, spots, funds, etc.
• At the end of the investment period, students cannot have in deposit/cash more than 10% of the portfolio wealth.
• Students can assume shortselling positions only up to 50% of the portfolio wealth.
• Total minimum of 30 trades and a total maximum of 300 trades.
• NO positions on derivatives are allowed.
• NO day-trading is allowed.

For the PASSIVE portfolio

• Groups must allocate their entire wealth during the first 2 weeks of the investment period, i.e. until the 7th of October.
• For the remaining 12 weeks students CANNOT trade in passive portfolios.

For the ACTIVE portfolio

• At least one trade per week during the ENTIRE investment period.

Este artigo é privado e está apenas disponivel para membros do grupo: Alunos de Investments and Portfolio Management (IPM) 1 Semestre - 2020/2021 ou Professores de Investments and Portfolio Management (IPM) 1 Semestre - 2020/2021

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