Distinguished - Thoroughly describes the risk preferences of the investment strategy.

Proficient - Describes the risk preferences of the investment strategy. Minor details are missing.

Basic - Minimally describes the risk preferences of the investment strategy. Relevant details are missing.

Below Expectations - Attempts to describe the risk preferences of the investment strategy; however, significant details are missing.

Non-Performance - The description of the risk preferences of the investment strategy is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly assesses investment alternatives available to individual investors as they relate to professional investors.

Proficient - Assesses investment alternatives available to individual investors as they relate to professional investors. Minor details are missing.

Basic - Partially assesses investment alternatives available to individual investors as they relate to professional investors. Relevant details are missing.

Below Expectations - Attempts to assess investment alternatives available to individual investors as they relate to professional investors; however, significant details are missing.

Non-Performance - The assessment of investment alternatives available to individual investors as they relate to professional investors is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly summarizes the various investment securities and techniques identified in Week One, Week Two, Week Three, and Week Four assignment content, and comprehensively explains the impact of market factors that influence them.

Proficient - Summarizes the various investment securities and techniques identified in Week One, Week Two, Week Three, and Week Four assignment content, and explains the impact of market factors that influence them. Minor details are missing.

Basic - Partially summarizes the various investment securities and techniques identified in Week One, Week Two, Week Three, and Week Four assignment content, and minimally explains the impact of market factors that influence them. Relevant details are missing.

Below Expectations - Attempts to summarize the various investment securities and techniques identified in Week One, Week Two, Week Three, and Week Four assignment content and explain the impact of market factors that influence them; however, significant details are missing.

Non-Performance - The summary of the various investment securities and techniques identified in Week One, Week Two, Week Three, and Week Four assignment content and explanation of the impact of market factors that influence them are either nonexistent or lack the components described in the assignment instructions.

Distinguished - Thoroughly and correctly calculates an annualized return on the portfolio.

Proficient - Calculates an annualized return on the portfolio. Minor details are slightly inaccurate.

Basic - Partially calculates an annualized return on the portfolio. Relevant details are inaccurate.

Below Expectations - Attempts to calculate an annualized return on the portfolio; however, significant details are inaccurate.

Non-Performance - The calculation of an annualized return on the portfolio is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Correctly computes the Capital Asset Pricing Model (CAPM) return on equity for the selected companies’ common stock, and thoroughly compares it to the current return on equity.

Proficient - Computes the Capital Asset Pricing Model (CAPM) return on equity for the selected companies’ common stock, and compares it to the current return on equity. Minor details are missing or slightly inaccurate.

Basic - Partially computes the Capital Asset Pricing Model (CAPM) return on equity for the selected companies’ common stock, and minimally compares it to the current return on equity. Relevant details are missing and/or inaccurate.

Below Expectations - Attempts to compute the Capital Asset Pricing Model (CAPM) return on equity for the selected companies’ common stock and compare it to the current return on equity; however, significant details are missing and inaccurate.

Non-Performance - The computation of the Capital Asset Pricing Model (CAPM) return on equity for the selected companies’ common stock and comparison of it to the current return on equity is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly discusses if the CAPM return on equity is more or less than current return on equity provided by a financial analyst.

Proficient - Discusses if the CAPM return on equity is more or less than current return on equity provided by a financial analyst. Minor details are missing.

Basic - Partially discusses if the CAPM return on equity is more or less than current return on equity provided by a financial analyst. Relevant details are missing.

Below Expectations - Attempts to discuss if the CAPM return on equity is more or less than current return on equity provided by a financial analyst; however, significant details are missing.

Non-Performance - The discussion of whether the CAPM return on equity is more or less than current return on equity provided by a financial analyst is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly summarizes the risks of the portfolio and determines which areas would re-balance in the portfolio and why.

Proficient - Summarizes the risks of the portfolio and determines which areas would re-balance in the portfolio and why. Minor details are missing.

Basic - Partially summarizes the risks of the portfolio and determines which areas would re-balance in the portfolio and why. Relevant details are missing.

Below Expectations - Attempts to summarize the risks of the portfolio and determines which areas would re-balance in the portfolio and why; however, significant details are missing.

Non-Performance - The summary of the risks of the portfolio and determination of which areas would re-balance in the portfolio and why is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly summarizes the performance and return of the portfolio.

Proficient - Summarizes the performance and return of the portfolio. Minor details are missing.

Basic - Partially summarizes the performance and return of the portfolio. Relevant details are missing.

Below Expectations - Attempts to summarize the performance and return of the portfolio; however significant details are missing.

Non-Performance - The summary of the performance and return of the portfolio is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Thoroughly discusses lessons learned from BUS405: Principles of Investments including if there was more time to manage the personal portfolio what additional changes would be made.

Proficient - Discusses lessons learned from BUS405: Principles of Investments including if there was more time to manage the personal portfolio what additional changes would be made. Minor details are missing.

Basic - Partially discusses lessons learned from BUS405: Principles of Investments including if there was more time to manage the personal portfolio what additional changes would be made. Relevant details are missing.

Below Expectations - Attempts to discuss lessons learned from BUS405: Principles of Investments including if there was more time to manage the personal portfolio what additional changes would be made; however, significant details are missing.

Non-Performance - The discussion of lessons learned from BUS405: Principles of Investments - If there was more time to manage the personal portfolio what additional changes would be made is either nonexistent or lacks the components described in the assignment instructions.

Distinguished - Displays meticulous comprehension and organization of syntax and mechanics, such as spelling and grammar. Written work contains no errors and is very easy to understand.

Proficient - Displays comprehension and organization of syntax and mechanics, such as spelling and grammar. Written work contains only a few minor errors and is mostly easy to understand.

Basic - Displays basic comprehension of syntax and mechanics, such as spelling and grammar. Written work contains a few errors which may slightly distract the reader.

Below Expectations - Fails to display basic comprehension of syntax or mechanics, such as spelling and grammar. Written work contains major errors which distract the reader.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - Accurately uses APA formatting consistently throughout the paper, title page, and reference page.

Proficient - Exhibits APA formatting throughout the paper. However, layout contains a few minor errors. 

Basic - Exhibits limited knowledge of APA formatting throughout the paper. However, layout does not meet all APA requirements. 

Below Expectations - Fails to exhibit basic knowledge of APA formatting. There are frequent errors, making the layout difficult to distinguish as APA.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - The length of the paper is equivalent to the required number of correctly formatted pages. 

Proficient - The length of the paper is nearly equivalent to the required number of correctly formatted pages. 

Basic - The length of the paper is equivalent to at least three quarters of the required number of correctly formatted pages.

Below Expectations - The length of the paper is equivalent to at least one half of the required number of correctly formatted pages.   

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.

Distinguished - Uses more than the required number of scholarly sources, providing compelling evidence to support ideas. All sources on the reference page are used and cited correctly within the body of the assignment.

Proficient - Uses the required number of scholarly sources to support ideas. All sources on the reference page are used and cited correctly within the body of the assignment.

Basic - Uses less than the required number of sources to support ideas. Some sources may not be scholarly. Most sources on the reference page are used within the body of the assignment. Citations may not be formatted correctly.

Below Expectations - Uses an inadequate number of sources that provide little or no support for ideas. Sources used may not be scholarly. Most sources on the reference page are not used within the body of the assignment. Citations are not formatted correctly.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.