In this project, you will use Excel to keep track of your stocks or mutual funds, and monitor their performance, over a 2 week period. You have $100,000 to invest in the stock market and you must choose at least 10 stocks/mutual funds to purchase with at least 1 fund.
L Project 2: Stock Portfolio $$$5$ DUE: MIDNIGHT You have $100,000 to invest in the stock market. In this project you will use Excel to keep track of your stocks or mutual funds, and monitor their performance, over the period of to 1. (10 points) You must choose at least 10 stocks/mutual funds to purchase with at least 1 fund. Use websites such as www.cribc.com or www.google.com/finance or www.marketwatch.com to research stocks and mutual funds http://time.com/money/5090045/best-mutual-funds-2018/ (ETF's are OK). In the REAL-TIME QUOTE box, type in the name of the company you are interested in, and click on Symbol Lookup. You will be given the stock symbol for that company which you can type in to get a "QUOTE". A quote gives you the current price ("Last trade") for 1 share of the stock as well as other information. The stock market is only open Monday through Friday during business hours. For example, Apple has the symbol AAPL. Apple Inc (AAPL:NASDAQ) 156.29 -0.26 (-0.17%) 55,226 156.55 +0.65 (+0.42%) 15,809.955 104.08 - 164.94 VID ALL 127 08 SUMMARY NEWS PROFILE FANNINGS PEERS FINANCIALS OPTIONS OWNERSHIP 2. Create a workbook with multiple worksheets. a. (5 points) The first sheet should list the names and symbols of the stocks/funds you purchased as well as the purchase price and the number of shares. The purchase price will be the opening price on _. You may use the "1 Month Chart" to trace along the curve and get prices for any days you may have missed.b. (5 points) Create a column for the cost of buying each stock which should include the $9.95 fee to buy the shares for each company. c. (5 points) Create a column for the PE ratio (Price to Earnings) of each Stock by looking up PE ratio in the stock quote. Create a column for the earnings per share for each stock, use the purchase price and PE of each stock to compute the earnings per share (do not look up EPS there should be a formula here). KEY STATS Day Low 155.75 Day High 156.98 Shares Out 5.28 Beta 5t-Week Low 104.00 52-Week High 14.94 Dividend (TTP) 252 Dir Amourit YTD N. Chy 35.17 1 Your N Cha Mal Div Yield (TTM) Lit Ex Div Date 2017-08-10 100 Avg val 19 /M Market Cap RATIOS/PROFITABILITY(TIM) EPS BE2 EBITDA 70,206.00 Debt To Equity 81.#1% Net Margin P/E 1375 Revrun 323.58 Gross Margin BASIN ROE HORE d. (5 points) You are required to spend as much of the $100,000 as possible, being within a few dollars of $100,000 is fine. No one stock may be worth more than $50,000 of the portfolio or less than $2,500. 3. (10 points) On the first sheet create columns for the business days over the length of this project. In these columns you will enter the closing price of the stock for each day. You may use the chart to trace along the curve and get prices for any days you may have missed. This is the ONLY sheet where you will enter stock prices, all other sheets will link to this first sheet! 4. Create worksheets for each day which are linked to first worksheet. You are going to format just one of these worksheets and then use the Move or Copy Sheet command under the Edit menu to create carbon copies. a. (2.5 points) Label the sheet tab for each day with the date for each business day, MON-FRI for the period of this project. b. (2.5 points)Each sheet will include the opening and closing price for all the stocks that day. You will link to the first sheet to get these. WARNING: The first sheet has closing prices, you will use the previous close for the new open, this is potentially confusing @ but you can use your superior quantitative reasoning skills to figure this out!c. (2.5 points)Include columns for each stock price's change from the previous day in both dollar amount and percent. d. (2.5 points)Include columns for each stock price's change from the original purchase price in both dollar amount and percent. e. (2.5 points)Create a column which computes the total $ value of each of your stocks. This entails the closing price that day and the number of shares. SUM this column to get the daily portfolio $ value. f. (2.5 points)Include columns which give the change from the previous day's total for each stock in both dollar amount and percent. g. (2.5 points)Include columns which give the change from the original total cost for each stock in both dollar amount and percent. h. (2.5 points Compute the total percentage gain for your entire portfolio value relative to the original cost. Make this cell nicely formatted and highly visible! 5. (10 points) On each daily worksheet create a nicely labeled pie chart showing all of the stocks you own, and the percentage for each of the total portfolio value. 6. (10 points) Insert a line graph for each stock on a separate worksheet showing the closing price of each stock for every day in this period. 7. (10 points) Create cells on the first sheet that will tell you the highest price of each stock for this period and the highest value of your portfolio. 8. (10 points) Upload your completed workbook in Project 2 submission folder and Discussion Board forum in Blackboard. When you upload the project to the Discussion Board, include a 3-4 sentence reflection on the project. Reflections should show that you have thought about the actual information on the assignment and the results of your work. Review at least two of your classmates' projects in the discussion forum and post a substantive reply to each
