Stock-Trak Portfolio Report Write-Up GuidelinesYou may want to follow the guidelines below for the final report of…
Stock-Trak Portfolio Report Write-Up GuidelinesYou may want to follow the guidelines below for the final report of your Stock-Trak portfolio performance during the quarter. Your report is not expected to exceed four pages excluding any tables and appendices.1. On the first page, replicate the investment policy statement (IPS) including your asset allocation that you submitted to […]