Business Question

Construct a portfolio of ETFs in !

Set up your own Yahoo! account.
On the Yahoo! homepage, click Finance
On the Finance homepage, hover over Screeners and click “ETF Screener”
In the “Category Name” panel, click “Add “Category Name”
Include sector and style ETFs: Health, Large Value, Mid-Cap Growth, Small Growth, Equity Energy, and Technology
In the Fund Family panel, include all or select
In Morningstar Ratings panel, include at least three stars and higher
Click “Save Filter” tab
On the screen showing ETFs, click Symbol box of ETFs you want to analyze
Click “Add to Portfolio” to create a portfolio of your ETFs
Click ticker symbol to analyze ETFs

Prepare a report summarizing information on two of the ETFs in your portfolio. Information can be found from the following tabs:
- Profile: Fund Summary
- Holdings: Sector Weights
- Risk: alpha, beta, mean return, standard deviation, Sharpe Ratio, and Treynor Ratio
- Performance: Total returns for different periods
- Chart: Cumulative Returns over several time periods (e.g., 2 years and 5 year) relative to S&P 500 (Click Comparison tab to add index to graph)
- Also form a summary for a discussion board to share with classmates.

Requirements: As required

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