Track the Benchmark Portfolio You will be comparing the performance of your portfolio to a benchmark portfolio.The benchmark portfolio consists of: Fund Symbol Percent S&P 500 Index SPDR ETF SPY 60% Vanguard Long-Term Bond Index BLV 40% Step 4 Tabulate your Transactions and Holdings Prior to the paper due date, copy all of your transactions from VirtualTrade (“Account Activity”) into a spreadsheet and tabulate the realized and unrealized gains and losses on your portfolio, as well as your portfolio holdings Step 5 Analyze your results Comment on your performance and compare it to the benchmark portfolio.
Step 3 Track the Benchmark Portfolio You will be comparing the performance of your portfolio to a benchmark portfolio.The benchmark portfolio consists of: Fund Symbol Percent S&P 500 Index SPDR ETF SPY 60% Vanguard Long-Term Bond Index BLV 40% Step 4 Tabulate your Transactions and Holdings Prior to the paper due date, copy all of your transactions from VirtualTrade (“Account Activity”) into a […]






