NYU Stern

Professor Ian Giddy's Investments Course

Portfolio Management Game: The Benchmark Portfolio

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The benchmark is a passive $500,000 portfolio of 50% equities, 40% bonds, and 10% cash. Specifically, the portfolio consists of: 
Fidelity Equity Index Fund, FUSEX 50% Details: try morningstar.com or Yahoo finance; enter ticker fusex
Vanguard Long Term Bond Fund, VUSTX 40% Details: try morningstar.com or Yahoo finance; enter ticker vustx
Cash (Money Market Instruments) earning 5% 10%
Total 100%

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    Go to Giddy's Web Portal • Contact Ian Giddy at ian.giddy@nyu.edu