Assume that you have $10,000 to invest. Using the internet, newspapers, investing chapter
presentation materials or other sources for information, select at least 2 investments, starting on any date between Jan 21
—Feb |. You may pick any investment instruments you wish including GICs, stocks (equities), bonds, mutual funds,
gold, foreign exchange futures, keeping the funds under your mattress, or any other legitimate investment as long as there
are at least *TWO* different types. In other words, don’t pick 2 stocks, 2 mutual funds, or 2 GICs. If you wish, you may
also “buy” and “sell” during the period to change what investments you hold, but if you do, assume a $10 transaction fee
and include the detail. This is a learning exercise, so grading is based on what you think happened and what you learned.
You are *NOT* being graded on whether your investments made or lost money, rather on what you learned in the
process. The assignment is worth 15% of your course mark, so invest you time accordingly.

The assignment is in two parts:

First part is your starting position. Hand in on paper (one-page maximum, less is more) in the February 5 or 6 class:
1. What is your investing objective?
2. List your original investments, amount and date “bought”, and your reasons as to why each was chosen

Second part is your ending position. Also hand in on paper (one page maximum please) in the April 2 or 3 class:

Re-print the first part and add to it the following:

3. Value of investments on March 25.

4. How did your investments perform against your expectations and why do you think that happened?

5. With what you’ve seen and learned in class, what investment strategy would you use in the future? Include your
earlier answers to questions | and 2

As a rough example (feel free to use a better or more appropriate format):
1. My investing objective is ... (include more than : “to make money” — discuss risk, why you chose the instruments
you did, etc)
2. Starting Investments













Investment Date “bought” Amount “bought” Why Chosen

Stock ABC Feb 12 $5000 (400 shares Industry sector is due for a big gain
@ 12.50) because (insert good reason)...

Bond XYZ Feb 12 $2500 (50 @ 50) Should have big gain as Company

ready to (insert your rationale)...

Gold Feb 12 $2500 (2 0z @ Should have big gain because (insert

1250) your rationale)...
3. Investments at end of period

Investment Value on Apr 9 | Performance (end What caused the change in value?
start)

Stock ABC $4900 -$100 (share value | Explain what you think happened: e.g.
12.25) Stock market went down (why?);

industry sector earning below
projections (why?)

Bond XYZ $2505 +$5 (bond sell Didn’t lose, but not the gain expected
value 50.10) because of (insert why you think it
happened) ..