Portfolio mandate and allocation assignment

Compare two user-defined virtual allocations under the same fictional mandate.

Fictional teaching exercise. Use virtual funds; values and settings are illustrative rather than recommended investments.

Student task

State cash/liquidity needs, asset limits and the observation period.
Define two allocations whose weights sum to 100%.
Observe the same period and record cash, positions and flows separately.
Explain how each allocation fits the mandate rather than choosing solely by return.

Worked illustration

For fictional assets A and B, compare 60/40 with 80/20. If A rises 2% and B falls 1%, the weight-only illustrations are 0.6×2% + 0.4×(−1%) = 0.8%, and 1.4% for 80/20, before fees/flows. This arithmetic is not a historical backtest or an optimal allocation.

Instructor rubric

Evidence	Review criterion
Mandate	Concrete constraints and an appropriate stated purpose.
Allocation	Weights reconcile to 100%; actual orders match the stated plan.
Comparison	Aligned dates and separated flows, fees and unrealized marks.
Discussion	Concentration, scenario exposure and limits of the short sample.

Your decision and supporting evidenceYour result, limitations and revision

Write and grade explanations in your course/LMS workflow. Investfly provides basic roster, managed-portfolio, activity controls and available exports; this worksheet does not imply a native rubric grader or LMS integration.

Classroom setup and learner access · Labs guide

Download for an offline copy. Text fields stay in your current browser; they are not sent to Investfly or automatically saved. Print after entering notes if you need a permanent record.