Question
Discussion of Stock Portfolio . Analyze updated stock table for the latest or more current prices for your stocks as well as S& P 500.
Discussion of Stock Portfolio. Analyze updated stock table for the latest or more current prices for your stocks as well as S& P 500. PICK your best or worst stock to discuss in this part of the essay. (1) How did it perform in % terms (not in dollars $) versus the total portfolio (after the cash amount) been performing since your original purchases? And how does your portfolio % compare to the S& P 500 % ie the market? (2)Discuss why your stock performed the best or worst in your portfolio and why based on financial articles you found such as any important financial events for that stock since you purchased it. Worth 1 point You will need to do research (such as CNBC, Marketwatch, or Seeking Alpha)
Company Name | Stock Symbol | original # of shares (9/30/2021) | original purchase price | current price (10/31/2021) | percent change | purchase market value | current market value | percent change | Percent Dividend Yield | |
MCDONALD`S | MCD | 400 | $241.11 | 245.55 | 0.018415 | $ 96,444.00 | $ 98,220.00 | 0.01841 | 0.02% | |
Macy's inc. | m | 100 | $ 22.60 | $ 26.47 | 0.171239 | $ 2,260.00 | $ 2,647.00 | 0.17124 | 0.68% | |
Nike Inc. | NKE | 133 | $ 145.23 | $ 167.29 | 0.15190 | $ 19,315.59 | $ 22,249.57 | 0.1519 | 1.72% | |
Pfizer inc | PFE | 1500 | $ 43.01 | $ 42.74 | -0.006278 | $ 64,515.00 | $ 64,110.00 | -0.0063 | 1.30% | |
Netflix Inc. | NFLX | 630 | $ 610.15 | $ 690.36 | 0.131459 | $ 384,394.50 | $ 434,926.80 | 0.13146 | 2.41% | |
YAHOO LNC | YHOO | 2000 | $ 37.24 | $ 5.40 | -0.854995 | $ 74,480.00 | $ 10,800.00 | -0.855 | 2.86% | |
Total purchased | $ 821,214.80 | $ 815,081.63 | -0.0075 | |||||||
cash | $ 178,785.20 | $ 178,785.20 | $ - | |||||||
Total portfolio | $ 1,000,000.00 | $ 993,866.83 | -0.0062 | |||||||
S&P 500 | Date | |||||||||
30/09/2021 | 31-Oct | |||||||||
4,307.04 | 4,357.04 | 0.01161 | ||||||||
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