Question
The student must decide how to invest (an imaginary) $100,000. This money represents a one-time payment to the student. The student must determine the investing
The student must decide how to invest (an imaginary) $100,000. This money represents a one-time payment to the student. The student must determine the investing goals, amount of risk tolerance, etc. The student must purchase at least three different stocks; (AMZN, FDX, REGN) and the time frame before funds can be withdrawn by individuals is a minimum of five years. The student must create a MS Excel spreadsheet showing how the $100,000 was invested. The spreadsheet must include a list of the selected stocks, the company name, the symbol, the purchase price (as of the date of the Week 1 class session), and a total for the portfolio. The total at purchase cannot exceed $100,000. For the purposes of this exercise, transaction costs will not be included. The student is to prepare and submit a Stock Report, APA style, addressing the following issues: How much did the students stock selections increase or decrease in value over the four weeks; How much risk was the student willing to accept; What is the consequent impact on return; Explain the different types of risks associated with investments; What process did the student use to come decide what stocks and how many shares of each to purchase; What is diversification; What role did that play on the students purchasing decision; Compare and contrast the different types of stocks: blue chip, cyclical, defensive, growth, income, large cap, small cap, and penny stocks.
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