Question
Students will be required to track a $100,000 investment using four or five common stock investments during the term. Weekly calculations will be made using
Students will be required to track a $100,000 investment using four or five common stock investments during the term. Weekly calculations will be made using a Microsoft Excel Template provided in the weekly materials area. Students will complete the calculations as required and copy/paste the completed template into an Investment link for the weeks 2, 4, & 6. A final 2 page paper (500 word Minimum) so there will be a minimum of 6 pages due detailing the reasons why you chose the stocks you did and what an investor would do differently based on the concepts learned during the term is due in the last week of class. It is very important to tell me what types of calculations or theories you may use now that you did not know about when you first selected the stocks.
| Week 1: Complete this section of the template BUT do not post - save information for week 2 | Complete the appropriate template for the respective week. Place in a separate Excel file and attach to the assignment link provided for your assigned week before the due date. | |||||||||
| Company | Symbol | Number Shares | Week 1 Closing Price | Week 1 Total | ||||||
| Stock 1 | ||||||||||
| Stock 2 | ||||||||||
| Stock 3 | ||||||||||
| Stock 4 | ||||||||||
| Stock 5 | ||||||||||
| $0.00 | ||||||||||
| Week 2 - Post the information below into the Portfolio Template Link - Due at the end of class week 2 | ||||||||||
| Company | Symbol | Number Shares | Week 1 Closing Price | Week 1 Total | Week 2 Closing Price | Week 2 Total | Current Week Gain/Loss $ | Net Gain/Loss % | ||
| Stock 1 | ||||||||||
| Stock 2 | ||||||||||
| Stock 3 | ||||||||||
| Stock 4 | ||||||||||
| Stock 5 | ||||||||||
| $0.00 | $0.00 | $0.00 | #DIV/0! | |||||||
| Weeks 4 and 6: Due at the end of weeks 4 and 6 (for week 6 change the week 4 column to week 6) | ||||||||||
| Company | Symbol | Number Shares | Week 1 Closing Price | Week 1 Total | Week 4 Closing Price | Week 4 Total | Current Week Gain/Loss $ | Net Gain/Loss % | ||
| Stock 1 | ||||||||||
| Stock 2 | ||||||||||
| Stock 3 | ||||||||||
| Stock 4 | ||||||||||
| Stock 5 | ||||||||||
| $0.00 | $0.00 | $0.00 | ||||||||
| Legend: | ||||||||||
| Symbol | Each public company has a stock symbol that is used to get information about that company and its common stock. To find the symbol at http://finance.yahoo.com, Enter a company name that you believe might be a public company in the "Get Quote" selection box. The symbol will appear in the left most column next to the name | |||||||||
| Number of Shares | Enter in the number of shares of common stock you wish to purchase. | |||||||||
| Week # Total | As in Week 1 Total or Week 2 Total. This is the number of shares times the closing price for that week. | |||||||||
| Closing Price | The closing price is the final price of the common stock as shown at http://finance.yahoo.com anytime after 4pm EST on Friday until 8am EST on the following Monday. | |||||||||
| Current Week Gain/Loss $ | Represents the gain or loss you made during this period in dollars. Substract week 1's total from the Current week's total for each stock. | |||||||||
| Net Gain/Loss % | Represents the percentage gain or loss for this period. Divide the week 1 total from current week's gain or loss $ for each stock. | |||||||||
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