In the next five weeks, you will be working on building a well-diversified portfolio. Your initial investment stake will be $50,000 (the portfolio should use at least 95% of the initial investment amount, but do not use more than $50,000). Each week, you will use a portion of this money to make investments. You will use the closing prices from the first day of class to determine the price of each issue. Only whole lots of any issues may be acquired: that is no less than 100 shares of common or preferred stock with a maximum dollar purchase amount of $10,000, no less than five corporate bonds and U.S Treasury bonds with a maximum value of $10,000 (par or face value $1000). For mutual funds, your maximum amount of dollar investment is $20,000. Your options, future contracts, and any other related investment instrument cannot exceed $10,000. Take into consideration that transaction costs are a flat 6% of the gross purchase.
In this assignment, you will make an initial purchase of publicly traded stocks in order to build your portfolio. You will have a spending budget of $10,000 to be purchased in units of a 100 shares (include commission cost). Before you purchase and record your purchased stock, you will need to complete the following steps:
- Create your personal investment objectives and financial goals, using the portfolio spending amounts and allocation of the various types of investment alternatives in the Final Project (key areas to consider may be risk and safety of principal, current income versus capital appreciation, liquidity considerations, and managing and evaluating the portfolio over a short-term or long-term).
- Discuss the types of stocks or categories of stocks that you will take ownership of and why?
- Discuss the types of stocks or categories of stocks that you will take ownership of and why?
- Develop a company profile sheet or fact sheet for each stock company you have selected.
- Analyze your selected stock companies fundamentals, which should include a summary of the companies qualitative and quantitative data. Also include supporting data justifying why you selected the companies. Additionally,
- Create a tracking spreadsheet or table for your purchases.
- Develop a holding return calculations table for your purchases.
- Summarize the companies peer-group analysis, year-end comparison, annual financial highlights, news events of the companies, and ratio analysis.
The Building your Stock Portfolio paper,
- Must be three double-spaced pages in length (not including title and references pages) and formatted according to APA style as outlined in the Writing Centers resource.
- Must include a separate title page with the following:
- Title of paper
- Students name
- Course name and number
- Instructors name
- Date submitted
For further assistance with the formatting and the title page, refer to .
- Must utilize academic voice. See the resource for additional guidance.
- Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
- For assistance on writing as well as , refer to the Writing Center resources.
- Must use at least two credible sources in addition to the course text, including a minimum of two from the University of Arizona Global Campus Library.
- The table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source for a particular assignment.
- Must document any information used from sources in APA style as outlined in the Writing Centers guide.
- Must include a separate references page that is formatted according to APA style as outlined in the Writing Center. See the resource in the Writing Center for specifications.
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