Teams are expected to work together regularly outside of class.
For Project One each team should meet with their supervisor by February 28.
For Project Two each team should meet with their supervisor once by April 8
and again by April 22.
Each student will receive a preparation score based
largely on the quality of their engagement during these meetings.
For each project, the team must submit a written report describing (among other things) the problem that was investigated, the model used and the justification for it, results from analysis and simulation of the model, and the conclusions drawn from the results. Teams will also give a brief oral report summarizing their methods and findings. Teams must submit an electronic copy (pdf) of the slides used in their oral presentation. Teams must submit an electronic copy (pdf) of their written report. Each team member must participate in the team's oral presentation as well as in its written report. The maximum score for these components are given by the following table.
  | Preparation | Oral Presentation | Written Report | Total |
Project One | 10 points | 10 points | 30 points | 50 points |
Project Two | 15 points | 15 points | 45 points | 75 points |
For each oral presentation, every person not in the team is expected to submit a paragraph or two on a separate sheet of paper summarizing and critiquing the report -- what did you feel were the main points of the report, what was hard to understand, what did you find particularly effective, etc. The quality of your summaries will contribute up to 5 points to your class engagement score.
  |   Topics for Project One |   Version |   Team |   Data |   Presentation Date |
Portfolio: |   Efficiency, Proximity and Leverage   |   February 7   |   Heather Bacon     Perry Beamer   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VEIEX, VGENX     C: AMZM, COST, CVS   |
  Monday,     March 7   |
  |   Efficiency, Proximity and Liquidity   |   February 7   |   Jerry Catron     Di Chen   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VEIEX, VGHCX     C: GOOGL, MSFT, ORCL   |
  Wednesday,     March 9   |
  |   Efficiency, Stability and Leverage   |   February 7   |   Jacob Bartolomei     Christopher Desroches   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VGENX, VGHCX     C: AAPL, HPQ, INTC   |
  Wednesday,     March 9   |
  |   Efficiency, Stability and Liquidity   |   February 7   |   David Fan     Sai Ravella   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VGTSX, VGENX     C: NEE, COP, CVX   |
  Friday,     March 11   |
  |   Proximity, Stability and Leverage   |   February 7   |   Krista Schumm     Vishal Shenoy   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VGTSX, VGHCX     C: GS, JPM, WFC   |
  Friday,     March 11   |
  |   Proximity, Stability and Liquidity   |   February 7   |   Mordechai Goldberger     Rynald Olivera   |
  A: VFINX, VBMFX, VGSLX     B: VSMAX, VEIEX, VGENX     C: AMZM, COST, WMT   |
  Friday,     March 4   |
  |   Efficiency, Sharpe and Leverage   |   February 7   |   Hannah Groves     Kyle Hassold   |
  A: VFINX, VBMFX, VGSLX     B: VSMAX, VEIEX, VGHCX     C: GOOGL, ADBE, ORCL   |
  Friday,     March 4   |
  |   Efficiency, Sharpe and Liquidity   |   February 7   |   Nicholas Karch     Kevin Peachev   |
  A: VFINX, VBMFX, VGSLX     B: VSMAX, VGENX, VGHCX     C: AAPL, IBM, AMD   |
  Friday,     March 11   |
  |   Proximity, Sharpe and Leverage   |   February 7   |   Changbin Ko     Maria Nikolaitchik   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VSMAX, VGENX     C: GS, JPM, C   |
  Monday,     March 7   |
  |   Proximity, Sharpe and Liquidity   |   February 7   |   Shangyu Lai     Samuel Ledoux   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VSMAX, VGHCX     C: AAPL, RTX, IBM   |
  Monday,     March 7   |
  |   Stability, Sharpe and Liquidity   |   February 7   |   Sathivik Ravi     Daniel Schug   |
  A: VFINX, VBMFX, VGSLX     B: VGTSX, VEIEX, VGHCX     C: NEE, XOM, OXY   |
  Wednesday,     March 9   |
  |   Efficiency, Leverage and Liquidity   |   February 7   |   Yves Eisenberg     Uyen Nguyen     Arman Siddique   |
  A: VFINX, VBMFX, VGSLX     B: VIMAX, VSMAX, VEIEX     C: GOOGL, IBM, ORCL   |
  Friday,     March 4   |
  |   Last Assignment   |   Version   |   Student   |   Group A   |   Group B   |   Group C   |
Portfolio: |   Metrics and Caution   |   April 29   |   Heather Bacon   |   VFINX, VBMFX, VGSLX   |   VIMAX, VEIEX, VGENX   |   GOOGL, MSFT, ORCL   |
  |   Metrics and Caution   |   April 29   |   Jacob Bartolomei   |   VFINX, VBMFX, VGSLX   |   VIMAX, VGENX, VGHCX   |   AMZM, COST, CVS   |
  |   Metrics and Caution   |   April 29   |   Perry Beamer   |   VFINX, VBMFX, VGSLX   |   VIMAX, VEIEX, VGENX   |   AAPL, HPQ, INTC   |
  |   Metrics and Caution   |   April 29   |   Jerry Catron   |   VFINX, VBMFX, VGSLX   |   VIMAX, VEIEX, VGHCX   |   AMZM, COST, CVS   |
  |   Metrics and Caution   |   April 29   |   Di Chen   |   VFINX, VBMFX, VGSLX   |   VIMAX, VEIEX, VGHCX   |   AAPL, HPQ, INTC   |
  |   Metrics and Caution   |   April 29   |   Christopher Desroches   |   VFINX, VBMFX, VGSLX   |   VIMAX, VGENX, VGHCX   |   GOOGL, MSFT, ORCL   |
  |   Metrics and Caution   |   April 29   |   Yves Eisenberg   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VEIEX   |   AAPL, RTX, IBM   |
  |   Metrics and Caution   |   April 29   |   David Fan   |   VFINX, VBMFX, VGSLX   |   VIMAX, VGTSX, VGENX   |   GS, JPM, WFC   |
  |   Metrics and Caution   |   April 29   |   Mordechai Goldberger   |   VFINX, VBMFX, VGSLX   |   VSMAX, VEIEX, VGENX   |   NEE, COP, CVX   |
  |   Metrics and Caution   |   April 29   |   Hannah Groves   |   VFINX, VBMFX, VGSLX   |   VSMAX, VEIEX, VGHCX   |   AAPL, IBM, AMD   |
  |   Metrics and Caution   |   April 29   |   Kyle Hassold   |   VFINX, VBMFX, VGSLX   |   VSMAX, VEIEX, VGHCX   |   GS, JPM, C   |
  |   Metrics and Caution   |   April 29   |   Nicholas Karch   |   VFINX, VBMFX, VGSLX   |   VSMAX, VGENX, VGHCX   |   GOOGL, ADBE, ORCL   |
  |   Metrics and Caution   |   April 29   |   Changbin Ko   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VGENX   |   GOOGL, ADBE, ORCL   |
  |   Metrics and Caution   |   April 29   |   Shangyu Lai   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VGHCX   |   NEE, XOM, OXY   |
  |   Metrics and Caution   |   April 29   |   Samuel Ledoux   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VGHCX   |   GOOGL, IBM, ORCL   |
  |   Metrics and Caution   |   April 29   |   Uyen Nguyen   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VEIEX   |   NEE, XOM, OXY   |
  |   Metrics and Caution   |   April 29   |   Maria Nikolaitchik   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VGENX   |   AAPL, IBM, AMD   |
  |   Metrics and Caution   |   April 29   |   Rynald Olivera   |   VFINX, VBMFX, VGSLX   |   VSMAX, VEIEX, VGENX   |   GS, JPM, WFC   |
  |   Metrics and Caution   |   April 29   |   Sai Ravella   |   VFINX, VBMFX, VGSLX   |   VIMAX, VGTSX, VGENX   |   AMZM, COST, WMT   |
  |   Metrics and Caution   |   April 29   |   Sathivik Ravi   |   VFINX, VBMFX, VGSLX   |   VGTSX, VEIEX, VGHCX   |   AAPL, RTX, IBM   |
  |   Metrics and Caution   |   April 29   |   Daniel Schug   |   VFINX, VBMFX, VGSLX   |   VGTSX, VEIEX, VGHCX   |   GOOGL, IBM, ORCL   |
  |   Metrics and Caution   |   April 29   |   Krista Schumm   |   VFINX, VBMFX, VGSLX   |   VIMAX, VGTSX, VGHCX   |   NEE, COP, CVX   |
  |   Metrics and Caution   |   April 29   |   Vishal Shenoy   |   VFINX, VBMFX, VGSLX   |   VIMAX, VGTSX, VGHCX   |   AMZM, COST, WMT   |
  |   Metrics and Caution   |   April 29   |   Arman Siddique   |   VFINX, VBMFX, VGSLX   |   VIMAX, VSMAX, VEIEX   |   GS, JPM, C   |