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This needs to be done in an excel spreadsheet using the first 5 stocks in the example as well as the following 5 stocks:
Corning
Walmart
Bestbuy
Pepsi
Amazon
The starting date of the project was July 12, 2013
So the data in the first column needs to reflect the prices of those stocks on Friday july 12, 2013. Every friday since then, so a total of 7 weeks worth of data needs to be added to the spread sheet and all data needs to be accurate.
July 12, July 19, July 26, Aug 2, Aug 9, Aug 16, Aug 23 all need to be added with the correct stock prices for their specific days.
Please make sure you use the exact example that was given in the attachements below. There are 10 stocks total, 5 were given and the 5 above.
Use the instructions on the first attachement as well
Sheet1
| FIN315 | Individual Project | Example | ||||||||||||||||||||||||||||||||||
| Name | ||||||||||||||||||||||||||||||||||||
| Date | – – – – – – | Week 1 | Week 2 | |||||||||||||||||||||||||||||||||
| Stock Symbol |
Company Name |
Sector | Beta | Initial Investment |
Starting Shares |
Starting Price |
Total | Total Number of Shares | Closing Price on Friday |
Total as of Friday | . . . | (Continue each week) | ||||||||||||||||||||||||
| AVNR | Avenir Pharmaceuticals | Biotech | 1.21 | $10,000.00 | 2,283.11 | 4.38 | $10,000.02 | |||||||||||||||||||||||||||||
| GM | General Motors | |||||||||||||||||||||||||||||||||||
| IAU | iShares Gold Trust | |||||||||||||||||||||||||||||||||||
| GE | General Electric | |||||||||||||||||||||||||||||||||||
| AAPL | Apple Inc. | |||||||||||||||||||||||||||||||||||
| Your Stock 1 | ||||||||||||||||||||||||||||||||||||
| Your Stock 2 | ||||||||||||||||||||||||||||||||||||
| Your Stock 3 | ||||||||||||||||||||||||||||||||||||
| Your Stock 4 | ||||||||||||||||||||||||||||||||||||
| Your Stock 5 | ||||||||||||||||||||||||||||||||||||
| $100,000.00 | (Compute this value) |
|||||||||||||||||||||||||||||||||||
| In the beginning, select your stocks and compute the starting number of shares. | ||||||||||||||||||||||||||||||||||||
| Then compute the total values for each stock and the total for the portfolio for Week 1. | ||||||||||||||||||||||||||||||||||||
| You will add columns and values each week. | ||||||||||||||||||||||||||||||||||||
| By the end of the term, you need to add the Sector and Beta values for each stock. |
Sheet2
Sheet3
Sheet4
<
p
>
F
IN
31
5
:
INS
T
RUCTIONS FOR INDIVIDUAL PROJECT
For your
i
ndividual proj
e
c
t
,
y
ou
will cre
at
e your own portfolio cons
is
t
ing
of 10 s
to
cks
.
Five of t
he
m have been selected for you
.
Y
ou will find them in the spreadsheet.
You
need to
select five stocks of your own.
Choose any
stocks that int
er
est you.
Y
ou have a
total
of
$100,000
to
invest
.
Y
ou
are
to spend $10,000 on each of your 10
stocks. The first thing you need to do is look up the
price
s.
While you may
us
e any web site you
wish, I recommend us
ing
Yahoo
F
inance.
The web
add
ress
is:
www.finance.yahoo
.com
Please
note the wealth of information available to you as an investor.
When you have found the price of your stock, you will need to
comput
e how many shares
you can bu
y for $10,000.
For example
,
suppose
the
stock you wish to buy has a
p
rice of $10
. T
hat means that you can
purchase
1
,
000 shares
to start
.
(
For this
exercise
,
we will assume that
there is no charge for trades.
In real life, you will
be
charged for every trans
action, whether you
buy or sell.
Trading costs will
be
added to your cost basis
, in order to compute your net gain or
loss.
)
The first stock in your spreadsheet has been filled in for you.
You will use
Friday
’
s closing cost
s
each week for the
price
of your stocks.
For this Friday,
you should have your stocks selec
ted. Then, use the closing price
to
ent
er
into the
spreadsheet as your starting price.
You will then compute the number of shares that you
purchase at
that price. Once again, the first line of the spreadsheet is an example.
For this exercise,
please
use
fractional shares
, although
i
n reality, you would be purchasing whole shares.
For week one, you should
invest a total of
$100,000.
Be sure to total the column that
indicates your
total
portfolio value.
After that, e
ach week yo
u will extend the spreadsheet
. You
will keep your shares and
add Friday’s closing cost to compute
the value of your portfolio. You
will do this every week until the end of the term.
Later in the term, we will add the sector and the beta for each stock. The first stock has been done for you as an example. For the first week you need only choose your stocks, find the prices as of this Friday, and extended each line. Your first deliverable will be to a copy of the spreadsheet for week one. Each succeeding week, you need to submit your spreadsheet again, showing the additional week’s data.
The last part of this project will include an analysis of your portfolio, utilizing the concepts you have learned. By the end of the term, you will have a better understanding of stock selection, portfolio balancing, and how to purchase shares of stock. If you have questions at any time, please use the Ask the Professor forum in the Discussion Board.
FIN 31
5:
INSTRUCTIONS FOR INDIVIDUAL PROJECT
For your individual project, you will create your own portfolio consisting of 10 stocks.
Five of them have been selected for you
. Y
ou will find them in the spreadsheet.
You
need to
select five stocks of your own.
Choose any
stocks that interest you.
Y
ou have a total of $100,000 to invest
. Y
ou
are
to spend $10,000 on each of your 10
stocks. The first thing you need to do is look up the price
s.
While you may use any web site you
wish, I recommend us
ing
Yahoo
F
inance.
The web
address
is
:
www.finance.yahoo
.com
Please
note the wealth of information available to you as an investor.
When you have found the price of your stock, you will need to compute how many shares
you can bu
y for $10,000.
For example
,
suppose
t
he
stock you wish to buy has a
p
rice of $10
.
T
hat means that you can purchase 1
,
000 shares
to start
.
(
For this exercise
,
we will assume that
there is no charge for trades.
In real life, you will be charged for every trans
action, whether you
buy or sell.
Trading costs will
be
added to your cost basis
, in order to compute your net gain or
loss.
)
The first stock in your spreadsheet has been filled in for you.
You will use
Friday
’
s closing costs
each week for the
price
of your stocks.
For this
Friday
,
you should have your stocks selec
ted. Then, use the closing price
to
ent
er
into the
spreadsheet as your starting price.
You will then compute the number of shares that you
purchase
at
that price. Once again, the first line of the spreadsheet is an example.
For this exercise,
please
us
e
fractional shares
, although
i
n reality, you would be purchasing whole shares.
For week one, you should
invest a total of
$100,000
.
Be sure to total the column that
indicates your
total
portfolio value.
After that, e
ach week yo
u will extend the spreadsheet
.
You
will keep your shares and
add
Friday
’
s closing cost
to
comput
e
the value of your portfolio. You
will do this every week until the end of the term.
FIN 315: INSTRUCTIONS FOR INDIVIDUAL PROJECT
For your individual project, you will create your own portfolio consisting of 10 stocks.
Five of them have been selected for you. You will find them in the spreadsheet. You need to
select five stocks of your own. Choose any stocks that interest you.
You have a total of $100,000 to invest. You are to spend $10,000 on each of your 10
stocks. The first thing you need to do is look up the prices. While you may use any web site you
wish, I recommend using Yahoo Finance. The web address is:
www.finance.yahoo.com
Please
note the wealth of information available to you as an investor.
When you have found the price of your stock, you will need to compute how many shares
you can buy for $10,000. For example, suppose the stock you wish to buy has a price of $10.
That means that you can purchase 1,000 shares to start. (For this exercise, we will assume that
there is no charge for trades. In real life, you will be charged for every transaction, whether you
buy or sell. Trading costs will be added to your cost basis, in order to compute your net gain or
loss.) The first stock in your spreadsheet has been filled in for you.
You will use Friday’s closing costs each week for the price of your stocks. For this
Friday, you should have your stocks selected. Then, use the closing price to enter into the
spreadsheet as your starting price. You will then compute the number of shares that you purchase
at that price. Once again, the first line of the spreadsheet is an example. For this exercise, please
use fractional shares, although in reality, you would be purchasing whole shares.
For week one, you should invest a total of $100,000. Be sure to total the column that
indicates your total portfolio value. After that, each week you will extend the spreadsheet. You
will keep your shares and add Friday’s closing cost to compute the value of your portfolio. You
will do this every week until the end of the term.
