Table of Contents
Stock Journal Assignment
- 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.
Scenario
Instructions
- 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.
- Go to the Strayer University Research page to locate and incorporate at least two quality sources into this assignment.
- Submit the two following documents at the same time for your journal assignment submission. Note that you will update your template in Weeks 3, 8, and 10. Save the template after you have entered your figures so that your selected stocks growth or decline can be tracked.
- Weeks 3, 8, and 10 Stock Journal Project Excel Template [XLSX].
- Note: The above Excel template has been provided for your use for the stock journal assignment. Notice that there are directions for your work in Weeks 3, 8, and 10. When submitting your assignment for each week, you may use the provided Excel template above, your own Excel template that you create, or a Word document that you create as long as it communicates the requested information.
- Note: Some cells in the Excel template are locked to prevent the formulas from being disturbed. The cells you need to complete this assignment are not locked. You may create your own templates, however, it is recommended that you use the templates provided.
- Weeks 3, 8, and 10 Stock Journal Writing Assignment Template [DOC] with your rationale.
- Weeks 3, 8, and 10 Stock Journal Project Excel Template [XLSX].
- Analyze the performance of an investment portfolio over time.
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