This project allows you to gain experience in making investment decisions, which are a key aspect of personal financial planning.
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Get it written →This project allows you to gain experience in making investment decisions, which are a key aspect of personal financial planning. You will learn how to monitor your stock portfolio and measure your investment performance. You will also learn about the factors that affect a stock’s performance over time.
You will be using the stocks you chose in Module 1 to complete the following worksheet.
Instructions
You will download the worksheet provided. You will fill in the information from Part 1 (Module 1 assignment) that you submitted at the beginning of the semester.
PART 2
You will look up the current price of the three (3) stocks you selected at the beginning of the semester (Part 1). You will once again go to www.finance.yahoo.comLinks to an external site. to get the current prices of your stocks. You will record them on the Excel Form and then calculate the capital gain (loss), dollar return, and percent return of each stock. We will assume we held the stock and received one quarterly dividend (Forward Dividend- $ amount not %). If your stock did not have a dividend you will enter N/A for that stock’s dividend.
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