Overview:

In this assignment scenario, you are tasked with analyzing the performance of a portfolio consisting of $5$ stocks. The assignment requires you to select $5$ stocks that interest you and use the $($Finance$.$YAHOOLinks $)$to an external site. website as a resource to obtain the monthly "close" stock prices on the $1$st day of each month. The data collection should start from the month and year you were born. Assume that your wealthy relative set up an annuity to invest $$50$ per month in each of the $5$ stocks you selected from the month you were born until the current month.

Good luck with your assignment! If you have any further questions, feel free to ask.

Instructions

$1.$ Download a copy of the Stocks Project Template Download Stocks Project Templateworkbook $($the template is in the image uploaded$)$and rename your workbook to include your first initial and last name. $($i$.$e$.,$ JDoeStocksProjectTemplate$).$

$2.$ For this assignment, you will only be filling out sheets $1-2($Stocks Project, Summary & Answers$).$

$$ Use the monthly "close" stock prices on the $1$st day of each month beginning the month and year you were born.

$$ Investing $$50/$month since you were born until this current month.

$3.$ Next, using the stock information you have gathered, answer the following questions:

a$)$ How much money is your entire portfolio worth today?

b$)$ Create a summary that shows how each stock performed over your lifetime.

c$)$ How much did your portfolio gain over and above the amount your relative invested?

d$)$ Would you have been better off if the relative had put the same amount of money in the bank at a $4\%$ average return?

e$)$ Explain how each stock added or detracted from your overall portfolio performance.

f$)$ Would you have been better off just investing the entire $$250$ per month in just $1$ of the stocks?

$4.$ Upload your completed Stocks Project workbook.A$3$

Page $3$:

Page $4$ of excel spreadsheet