GSSC 1027 Winter 2019 Assignment # 1 : Investing For this assigumcnt, assuc that you have S10,000 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 1. 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 1 and 2 As a rough cxample (feel frec to use a better or more appropriate format) i. My investing objective is you did, etc) (include more than : to make money" discuss risk, why you chose the instruments 2. Starting Investments Investment | Date "bought'. Stock ABC Feb 12 | Amount bought" | Why Chosen S5000 (400 shares Industry sector is due for a big gain a 12.50) S2500 (50 50) Should have big gain as Company because (insert good reason) Bond XYZ Feb 12 ready to (inscrt your rationalc) Should have big gain because (insert 2500 (2 oz @ 1250) Gold Feb 12 our rationale) 3. Investments at end of period InvestmentValue on Apr 9 Performance (end What caused the change i value? start) Stock ABC S4900 100 (share valuc Explain what you think happened: c.jg Stock market went down (why?); industry sector earning below 12.25) rojections (why?) Didn't lose, but not the gan expected because of (insert why you think it happened) +S5 (bond sell value 50.10) Bond XYZ S2505 GSSC 1027 Winter 2019 Assignment # 1 : Investing For this assigumcnt, assuc that you have S10,000 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 1. 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 1 and 2 As a rough cxample (feel frec to use a better or more appropriate format) i. My investing objective is you did, etc) (include more than : to make money" discuss risk, why you chose the instruments 2. Starting Investments Investment | Date "bought'. Stock ABC Feb 12 | Amount bought" | Why Chosen S5000 (400 shares Industry sector is due for a big gain a 12.50) S2500 (50 50) Should have big gain as Company because (insert good reason) Bond XYZ Feb 12 ready to (inscrt your rationalc) Should have big gain because (insert 2500 (2 oz @ 1250) Gold Feb 12 our rationale) 3. Investments at end of period InvestmentValue on Apr 9 Performance (end What caused the change i value? start) Stock ABC S4900 100 (share valuc Explain what you think happened: c.jg Stock market went down (why?); industry sector earning below 12.25) rojections (why?) Didn't lose, but not the gan expected because of (insert why you think it happened) +S5 (bond sell value 50.10) Bond XYZ S2505