Management Information System- need help with step 6 and 7

For this assignment each team is required to create a fictitious stock portfolio by investing a total of $100,000 (paper money, of course! - not real money) in five companies in the Information Technology Industry, analyze the portfolio's performance using Excel, create a chart to visualize the relative performance of the stocks in the portfolio and of the Dow Jones Industrial Average (DJIA) index. If you do not know what the DJIA is, please read about the index in Wikipedia or a financial news site.

The assignment will be graded based on the completion of the required parts according to the instructions and not on the financial performance of the portfolio. You must design the Excel files so it is easy to read. Make sure all amounts are in a numeric format with two decimal places.

Step 1 Create an Excel file with the file name being your class, section and your team number (such as MGS3040Section05Team2Excel.xls). The file you submit must be in this format. In Microsoft Excel, each file is called a workbook. You are to submit one workbook with separate worksheets (tabs) as described below.

Step 2 Now, pick five technology companies like Apple, Oracle, SAP, etc. These stocks will represent your portfolio which you will track for a period of the past six consecutive months (not including the current month since we dont have the closing numbers yet so if the current month is February use the previous August to January months for example).

Step 3 - Create a worksheet (tab) in the Excel workbook that is labeled Companies. On this tab, include the stock symbol of your five companies along with the company name, corporate headquarters city, state, and country, company Web site, and number of employees. Make sure that city, state and country are three separate columns. This information can be located in the Company Profile section of the Yahoo! Finance Web site (http://finance.yahoo.com). You may use other sites if you are familiar with the sites.

Step 4 Obtain the stock prices of your selected companies for any prior six consecutive months. For each month, retrieve the open, high, low, close prices and volumes, for each of your selected stocks. You may retrieve this information from the Yahoo! Finance page by entering the stock symbol and selecting Historical Prices. Put all the monthly data in aworksheet of your spreadsheet and enter the name Monthly Stock Price in the index tab. The format of this worksheet should be 6 columns with headings for ticker, date, open, high, low and volume. Turn this data into a table.

Step 5 - Create your own (hypothetical) portfolio by distributing $100,000 across your five selected companies. Figure out the number of shares you want to buy from each company. One way to do this is to decide the amount to invest, and then divide it by the stock price. Do not buy fractions of shares. You may allocate different amounts of money to each stock, but you must invest money in each of the five companies, and you must invest about $100,000 without going over. You will hold the stocks for 6 months and then sell them.

You will invest in your portfolio by "purchasing" the shares at the opening prices on the first month and liquidate it by "selling" all the shares on the last month at the closing prices. Ignore the commission that you would have to pay, had these been real transactions. For example, July buy at the opening prices and in December sell at closing prices.

In another worksheet of your Excel workbook, design a spreadsheet to enter the information and analyze the performance of your portfolio. Give it the name of Portfolio. Information about both each company and the entire portfolio should be included on this worksheet. 1. For each company:

a. Display the number of shares purchased (do not enter the formula you used to calculate the number of shares, enter the actual number of shares purchased), the unit purchase price and the unit selling price.

b. Develop and enter the appropriate formulas to calculate for each company: the total purchase price, the gain (loss) and Return on Investment (ROI). The ROI formula is: (sale price buy price) / (buy price). Label the columns appropriately. Use percent format with 2 decimals for the ROI.

2. For the entire portfolio: a. Among the 5 stocks, enter the appropriate Excel formulas to calculate the

Maximum Gain (or minimum loss), Minimum Gain (or maximum loss), Maximum ROI, and Minimum ROI (See the functions MAX and MIN)

b. Enter Excel Formulas to calculate Average ROI, Total Gain(Loss), and ROI of the entire portfolio. (Hint: To compute the ROI on the entire portfolio, use the total profit (loss) on the portfolio divided by the total amount invested.)

Put meaningful labels in the cells and format the spreadsheet appropriately.

Step 6 - Invest (about as close as you can without going over) $100,000 in the Dow Jones Industrial Average (DJIA). In order to do that, assume you can buy the index at a price equal to its value divided by 100 (e.g. if the index is 23,700, then the price is $237.00). You will buy the index at its value at the opening of the market the first trading day, and sell it at its value at the end of the last trading day.

Using the bottom part of the Portfolio spreadsheet you have already designed, display the number of units of the DJIA purchased, the opening price, the closing price, the total purchase price, and compute your profit (loss) and the ROI.

Step 7 - Create a graph to visualize the trading data of the 5 stocks and the DJIA. In a new worksheet, named All Closing, organize the monthly closing prices of the 5 stocks in your portfolio, for the time you held the stocks. Also copy the closing value of the index divided by 100 to get the "price" of the index for the same time period. The top of the worksheet should look like the following example:

Date	Stock1	Stock2	Stock3	Stock4	Stock5	DJIA
Jul-31	$ 57.28	$ 23.62	$ 100.95	$ 4.41	$ 19.98	$168.25
Aug-31	$ 58.28
Sep-30	$ 57.55
Oct-31	$ 67.29
Nov-30	$ 63.28
Dec-31	$ 65.33

Portfolio:this is how the portfolio looks like

Company	Ticker	Number of Shares Purchased	Unit Purchase Price	Total Purchase Price	Unit Selling Price	Total Selling Price	Gain/Loss	ROI
Apple Inc.	AAPL	97	$ 206.43	$ 20,023.71	$ 273.36	$ 26,515.92	$ 6,492.21	32.42%
Facebook, Inc.	FB	108	$ 184.00	$ 19,872.00	$ 192.47	$ 20,786.76	$ 914.76	4.60%
Microsoft Corporation	MSFT	146	$ 136.61	$ 19,945.06	$ 162.01	$ 23,653.46	$ 3,708.40	18.59%
Alphabet Inc.	GOOGL	17	$ 1,181.85	$ 20,091.45	$ 1,339.25	$ 22,767.25	$ 2,675.80	13.32%
Intel Corporation	INTC	425	$ 47.12	$ 20,026.00	$ 55.52	$ 23,596.00	$ 3,570.00	17.83%
		793	$ 1,756.01	$ 99,958.22	$ 2,022.61	$ 117,319.39	$ 17,361.17	17.37%
Entire Portfolio	Maximum Gain	Minimum Gain	Maximum ROI	Minimum ROI	Average ROI	Total Gain	Total ROI
	$ 6,492.21	$ 914.76	32.42%	4.60%	17.35%	$17,361.17	17.37%
Company	Ticker	Number of Shares Purchased	Unit Purchase Price	Total Purchase Price	Unit Selling Price	Total Selling Price	Gain/Loss	ROI
Dow Jones Industrial Average	DJIA	$2,544.90

Monthly data

Ticker	Date	Open	High	Low	Close	Volume
AAPL	9/1/2019	$ 206.43	$ 226.42	$ 204.22	$ 223.97	542,567,100
AAPL	10/1/2019	$ 225.07	$ 249.75	$ 215.13	$ 248.76	608,302,700
AAPL	11/1/2019	$ 249.54	$ 268.00	$ 249.16	$ 267.25	448,331,500
AAPL	12/1/2019	$ 267.27	$ 293.97	$ 256.29	$ 293.65	597,198,700
AAPL	1/1/2020	$ 296.24	$ 327.85	$ 292.75	$ 309.51	733,592,600
AAPL	2/1/2020	$ 304.30	$ 327.22	$ 256.37	$ 273.36	754,962,800
FB	9/1/2019	$ 184.00	$ 193.10	$ 175.66	$ 178.08	264,538,500
FB	10/1/2019	$ 179.15	$ 198.09	$ 173.09	$ 191.65	326,207,200
FB	11/1/2019	$ 192.85	$ 203.80	$ 188.54	$ 201.64	258,303,900
FB	12/1/2019	$ 202.13	$ 208.93	$ 193.17	$ 205.25	276,257,100
FB	1/1/2020	$ 206.75	$ 224.20	$ 201.06	$ 201.91	347,314,600
FB	2/1/2020	$ 203.44	$ 218.77	$ 181.82	$ 192.47	317,576,800
MSFT	9/1/2019	$ 136.61	$ 142.37	$ 134.51	$ 139.03	472,544,800
MSFT	10/1/2019	$ 139.66	$ 145.67	$ 133.22	$ 143.37	549,523,400
MSFT	11/1/2019	$ 144.26	$ 152.50	$ 142.97	$ 151.38	392,371,800
MSFT	12/1/2019	$ 151.81	$ 159.55	$ 146.65	$ 157.70	450,303,300
MSFT	1/1/2020	$ 158.78	$ 174.05	$ 156.51	$ 170.23	558,530,000
MSFT	2/1/2020	$ 170.43	$ 190.70	$ 152.00	$ 162.01	887,625,300
GOOGL	9/1/2019	$ 1,181.85	$ 1,248.02	$ 1,163.71	$ 1,221.14	25,853,600
GOOGL	10/1/2019	$ 1,222.49	$ 1,299.24	$ 1,163.14	$ 1,258.80	30,181,500
GOOGL	11/1/2019	$ 1,265.80	$ 1,333.92	$ 1,259.71	$ 1,304.09	26,438,500
GOOGL	12/1/2019	$ 1,302.56	$ 1,367.05	$ 1,277.05	$ 1,339.39	27,955,300
GOOGL	1/1/2020	$ 1,348.41	$ 1,500.58	$ 1,346.49	$ 1,432.78	33,679,700
GOOGL	2/1/2020	$ 1,461.65	$ 1,530.74	$ 1,268.21	$ 1,339.25	41,560,800
INTC	9/1/2019	$ 47.12	$ 53.33	$ 46.50	$ 51.53	387,955,800
INTC	10/1/2019	$ 51.97	$ 57.24	$ 48.53	$ 56.53	438,267,300
INTC	11/1/2019	$ 55.94	$ 59.13	$ 55.62	$ 58.05	319,751,400
INTC	12/1/2019	$ 58.55	$ 60.48	$ 55.75	$ 59.85	419,629,000
INTC	1/1/2020	$ 60.24	$ 69.29	$ 58.52	$ 63.93	534,150,100
INTC	2/1/2020	$ 64.46	$ 68.09	$ 53.60	$ 55.52	441,521,000