BEGINNING INVESTMENT PORTFOLIO CASE

The purpose of this assignment is to track/follow those investments in your portfolio FOR THE DURANTION OF THE COURSE. This information or exercise may be new to you but it will become clear as the course moves along.

I will give you the ticker names of 6 investments that make up your portfolio. You will have $20,000 to invest and we will allocate a certain amount for each of the 6 investments. See below

You will follow these investments for the duration of the course and during the final week of class enter the ending price and see if your investment account has increased or decreased, what your gain or loss was and what your percentage gain or loss was.

STOCKS	ALLOCATION	EQUITY FUNDS	ALLOCATION	BOND FUNDS	ALLOCATION
MCD	20%	FSKAX	20%	DLTNX	10%
MSFT	20%	PRGFX	20%	OSTIX	10%

TODAYSS ASSIGNMENT:

Go to https://Finance.Yahoo.com/quote and enter the ticker symbol MCD, MSFT, FSTMX, etc. in the text box at the top. This investments information will come up. Answer the following questions in the table below and submit your answers:

IN FUTURE ASSIGNMENT: You will answer questions based on the performance of the portfolio

TICKER	NAME OF INVESTMENT?	% Allocated	$ allocated	PRICE ON OPENING DAY OF CLASSES? Move curser over chart and find date	Share Price	# of shares purchased
MCD		20%
MSFT		20%
FSKAX		20%
PRGFX		20%
DLTNX		10%
OSTIX		10%