Take a screenshot of your portfolio at the end of the game and paste it in the box below.
What approximate percentage did you have in each asset class? Complete the table below using the Investment Portfolio pie chart. Estimate the percentage for each of the asset classes using the pie chart as a reference.
Dollar Amount:
Percentage:
Dollar Amount:
Percentage:
Dollar Amount:
Percentage:
Dollar Amount:
Percentage:
Dollar Amount:
Percentage:
Dollar Amount:
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Dollar Amount:
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Looking at the table above, did you finish the game with a diversified portfolio? Explain.
Describe your investment strategy as you played the game.
What was your plan when you first started playing and how did it change during the course of the game?
If you didn’t have a strategy, why not?
Describe the various emotions you felt as you played the game. How did your emotions impact your decision-making while playing the game? Provide specific examples.
What strategy did the computer follow? Why do you think that strategy was so successful in beating so many of the students in your class?
Your friend brags, “It was easy to try to beat the computer in the STAX game. I made $100,000 more with my strategy of actively trading those individual stocks. Why would you want to just buy an index fund? It’s so much fun to try to beat the market!” How would you respond?
If you had the opportunity to play STAX a second time, what would be your strategy?
What do you think would be the consequences of having less money saved for retirement? How would that impact your life?