Question
Select 10 securities that you believe would be good investments to have in your portfolio. These can be stocks or bonds. You should use finance.yahoo.com
Select 10 securities that you believe would be good investments to have in your portfolio. These can be stocks or bonds. You should use finance.yahoo.com (or another website of your choice that provides historical price information) to find the closing price for each stock or bond as of 12/31/20. Assume that this was your purchase price and that you purchased $1,000 worth of each of your 10 securities. Your total beginning portfolio value will be $10,000. Record your purchase price for each security and divide that into $1,000 to determine the number of shares/bonds purchased. (Please note that these will not necessarily be full shares and that is OK.) Next, for each of your securities, find the price as of the last day of each month (January 2021 through November 2021). Compute the total portfolio value at the end of each month and show the gain/loss for each month in terms of dollars and as a percentage of the previous months portfolio value.
After you have completed these calculations through November, write up a summary of what happened with your investment portfolio. This summary should provide total return information, as well as descriptive evidence of the best performing and worst performing investment(s) that you selected. Turn in all of your results/calculations/summary in a Word or Excel file no later than 11:30 PM on Sunday, December 12. We will have class time on Friday, December 10 in which you may work on this and/or ask questions regarding this project.
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