This is the first of three stock journal assignments you will complete during this course. Save your assignment templates from this assignment?an
This is the first of three stock journal assignments you will complete during this course. Save your assignment templates from this assignment and update them for the assignments in Weeks 8 and 10.
For this assignment, use the two provided templates:
- In one template, enter your chosen companies, the share prices, and the number of shares you will be purchasing, given your budget of $25,000.
- In the other template, write your rationale/summary.
Download both templates. Then, complete, save, and upload both templates at the same time to Blackboard when submitting your work.
Note: Watch the Excel tutorial videos linked in this week to learn how to use Excel before attempting the assignment. You can use the template provided, or you may create your own template based on the one provided.
Scenario
Capital markets and the ability to raise funds for corporate uses are essential to the U.S. economic system. For this assignment, imagine you have $25,000 to invest in U.S. companies. You are buying used stock.
You are investing, or buying, the stock because you believe the three companies you choose will make money and pay you a dividend in cash. Each share of stock you buy entitles you to any dividend declared and a vote at the annual stockholders' meeting.
The stocks you choose also give you the ability to earn your money back by selling the stock. Of course, investing in stocks is risky, and there is the possibility that the stock you buy will be worth less when you want your money back. The company is not obligated to give you any of your money back. You will only get your money back if another investor wants to buy your stock.
Instructions
Using the above scenario and the resources listed below, complete the following directions for your Week 3 Stock Journal entry:
- Use your knowledge and experience to select three publicly traded U.S. companies.
- Make sure you are practicing good diversification. Diversification means you are not selecting three companies from the same industry. For example, you would not want to choose Target, Walmart, and Sam’s Club because they sell the same types of products. A better choice would be Amazon, Uber, and Kroger, because they sell different products and services.
- You may wish to visit Statistics, Surveys and Government Resources to find such companies. For stock price information, you may use the New York Stock Exchange, NASDAQ, Yahoo! Finance, or The Wall Street Journal.
- Determine how you will divide $25,000 across the three companies (for example, $10,000 in Company 1, $10,000 in Company 2, and $5,000 in Company 3).
- Decide the amount you are investing in each company. You need not provide any analysis to justify your decisions.
- Provide a reason for picking each company.
- For example, you might invest in Ford because that company gets a lot of your money, and you hear that Ford is doing well and will continue to do well.
- Identify the number of shares you are buying and the price of the shares you are buying for each company.
- Once you decide the companies and the amount you will invest in each company, determine how many shares you can buy. For example, if Company 1 is selling for $42.16, then you may buy $10,000/$42.16, or 237.19 shares. But you cannot buy a part of a share, so you decide to buy either 237 or 238. In this example, you buy 237 shares at $42.16 per share, investing $9,991.92. You will not be able to buy exactly $10,000, or $5,000, or $25,000, but it will be relatively close
Stock Journal Assignment
Finance 100 Weeks 3 and 8 and 10 – Stock Journal Assignment ***ONLY light blue fields may be edited. | ||||||||
Student's Name: | ||||||||
Instructions: | ||||||||
Week 3 | Week 3 | |||||||
Three U.S. Companies | Ticker | Amount Invested | Share Price | Number of Shares | 1. Under Column (B), enter the 3 U.S. Companies you chose in rows 6, 7, and 8. | |||
2. Under Column (C), enter the three ticker symbols (rows 6, 7, and 8). | ||||||||
3. Under Column (D), enter the three amounts (totaling $25,000) you would like to invest in each company. | ||||||||
4. Under Column (E), enter the share price for each of your three chosen companies. You will need to look the share prices up online. | ||||||||
Total Investment | $0 | 5. The number of shares will automatically populate in Column (F). | ||||||
6. Using the Word document template provided, please discuss why you chose the 3 companies you chose. | ||||||||
Week 8 | ||||||||
The difference between weeks 3 and 8 | Week 8 | |||||||
U.S. Companies | Ticker | Share Price | Increase/Decrease Per share | Total Gain/Loss | % Change | 1. Enter the updated share price in Column (D). You will need to look the share prices up online. | ||
2. The difference in value of new shares prices and initial purchase share prices will populate in Column (E). | ||||||||
3 The change in the dollar value of your investment will populate in Column (F). | ||||||||
4. The investment percentage change will populate in Column (G). | ||||||||
$0 | 5. Using the Word document template provided, please discuss any gains or losses experienced. Which stocks changed in value and by how much? | |||||||
Week 10 | ||||||||
The difference between weeks 3 and 10 | Week 10 | |||||||
U.S. Companies | Ticker | Share Price | Increase/Decrease Per share | Total Gain/Loss | % Change | 1. Enter the updated share price in Column (D). | ||
2. The difference in value of new shares prices and initially purchase share prices will populate in Column (E). | ||||||||
3 The change in the dollar value of your investment will populate in Column (F). | ||||||||
4. The investment percentage change will populate in Column (G). | ||||||||
$0 | 5. Using the Word document template provided, please discuss any gains or losses experienced. Which stocks changed in value and how? | |||||||
Legend: | ONLY Light blue fields can be edited |
,
***This is a template. Please type over/delete all items in red prior to submitting your assignment.
Week XX (Enter Week) Stock Journal
By Type Your Name Here
FIN100: Principles of Finance
Enter the Name of Your Instructor Here
Type the Date Here (ex. February 10, 2020)
Week XX (Enter Week) Stock Journal
Week 3 Instructions: You do not have to provide any analysis to justify your decisions. You must only provide some reason for picking that company. For example, you might invest in Ford because that company gets a lot of your money and you hear that Ford is doing well, and will continue to do well. Insert your rationale here. One paragraph is more than adequate to provide a reason why you have selected the 3 companies you have chosen.
Week 8 Instructions: Evaluate the results of your current investment. Are you happy with the result and the trend? Are you upset because you’re investment is worth less than $25,000. Feel free to speculate / guess at why you believe the stock increased, decreased, or remained static. Insert your update here. One paragraph is more than adequate to provide and update concerning the 3 companies you have chosen.
Week 10 Instructions: Provide your final opinion / assessment of your investments. Did you make money or lose money? Discuss your results and, based on hindsight, describe what you would do differently. Discuss what you learned from this assignment. Do you believe this assignment will help you in the future in any way? Insert your update here. One paragraph is more than adequate to provide and update concerning the 3 companies you have chosen.
*Use black, size 12, Times New Roman, Arial, Courier, or Calibri fonts. Double-space your paragraph. See the formatting instructions under the Strayer Writing Standards link in the Course Shell.
*AFTER COMPLETING YOUR WORK, DELETE ALL ITEMS IN RED. Your font must be black.
Sources
Sample formatting for an online source:
1. Anya Kamenetz. July 10, 2015. The Writing Assignment That Changes Lives. https://www.npr.org/sections/ed/2015/07/10/419202925/the-writing-assignment-that-changes-lives
You found the share prices for your three companies on websites. Please indicate where you found them here.
1. Website 1
2. Website 2
3. Website 3
PAGE
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