Monthly Performance Reports

The goal of this class is to provide an experience as close to that of running an asset managment company as possible, while at the same time controlling for risk.  In addition, due to the generosity of our clients, the students are managing a half million dollars in real assets.  Following are our monthly performance reports that we send to our wonderful clients and friends each month.  These reports are written by Team members.  If you would like copies of the supporting documentation, please contact the faculty supervisor at personalfinance@byu.edu

AttachmentSize
GFAE1 2008 September Portfolio Report 27Oct08.pdf37.84 KB
GFAE1 2008 October Portfolio Report 18Nov08.pdf38.59 KB
GFAE1 2008 November Portfolio Report 17Dec08.pdf87.3 KB
GFAE1 2009 January Portfolio Report 6Feb09.pdf44.91 KB
GFAE1 2009 February Portfolio Report 5Mar09.pdf95.36 KB
GFAE1 2009 March Portfolio Report 7Apr09.pdf41.15 KB
GFAE1 2009 September Portfolio Report 9Oct09.pdf48.47 KB
GFAE1 2009 October Portfolio Report 9Nov09.pdf47.32 KB
GFAE1 2009 November Portfolio Report 3Dec09.pdf48.13 KB
GFAE1 2009 December Total Portfolio Report 15Jan10.pdf98.44 KB
GFAE1 2010 January Total Portfolio Report 08Feb10.pdf104.73 KB
GFAE1 2010 February Total Portfolio Report 10Mar10.pdf102.34 KB
GFAE1 2010 March Total Portfolio Report 8Apr10.pdf80.42 KB