Assignment 2: Project Proposal – Instructions and Submission
In the project for FNCE 3151 you will apply many of the lessons learned throughout the course to real world investments. Because of the
wide scope of the course, you need to use many sources of data to answer the various questions.
The main goal of the project is to create a theoretical portfolio for yourself or someone that you know as a client. This will involve choosing
stocks and estimating their value, buying mutual funds, and understanding what choices you need to make and what behavioural biases you
may exhibit. Your hypothetical portfolio will start off with CAD 1,000,000 (one million Canadian dollars).
Aim to complete your proposal after completing Unit 8 of the course. By Unit 8, you will have covered sufficient material to have a good grasp
of what is needed for Assignment 2, but will also still have time to complete it and incorporate the lessons of Units 9 and 10 as well as any
feedback from your Open Learning Faculty Member before the final exam.
In your proposal, you will need to provide the following:
A description of your client. This should be fairly basic, but give an idea of what kind of risk tolerance they have as well as their goals and
personal situation.
An explanation of one behavioural bias exhibited by your client. Clearly explain how this will affect your client’s investment portfolio and how
you might help them to deal with it.
Ten companies that you want to include in your portfolio. These can be chosen from any stocks listed on the Toronto Stock Exchange. Make
sure that at least one of the companies pays regular dividends. Clearly explain why you chose these companies. If you chose a bank, for
example, then why did you choose that specific bank?
What sources of data you will use. This should be as detailed as possible. This might include specific websites, databases, or other research
sources. Refer to the data sources in the Web Resources section of each unit for some ideas.
The proposal for the project will count for 10% of your final mark and should not exceed 1000 words. Review the Assignment Rubric so you
can see how marks will be awarded
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