Please create a stock portfolio of at least two Canada based stocks that are members of S&P TSX 60 Index (TSX.CSV), two U.S.‐based stocks that are members of S&P 500 index (SP500.CSV), two foreign stocks traded in the U.S. exchanges (search for American Depository Receipts listed in NYSE/NASDAQ/AMEX). “ADRs are denominated in dollars but reflect the value of a foreign stock, so an increase in the value of the foreign currency can have a favorable effect on the ADR’s value. To review a list of ADRs in which you may invest, go to www.adr.com . Click on any company listed to review background information, including a description of its business and its stock price trend over the last year.”
Assume you invested Canadian $10,000 in each of these stocks. See three sheets in the file Project.XLSX.
First select your stocks and fill out Table 1 by January 22.
Table 1: Basic information on selected stocks (Due: January 22)
No.
Company
Name Country Exchange Ticker
Investment
(Canadian
Dollar)
Exchange
Rate
C$/US$
No of
Stocks
1 Canada TSX $10,000 NA
2 Canada TSX $10,000 NA
3 US $10,000
4 US $10,000
5 ADR $10,000
6 ADR $10,000