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WEEK 8 STOCK JOURNAL

Week 8 Stock Journal

This is the second of three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 8 to your previous work from Week 3, following the instructions below.  Two templates have been provided for your use. In one template, you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you will write your rationale/summary. Please download both templates, then complete, save, and submit both templates to Blackboard.

Instructions

For this week’s portion of the assignment, complete the following:

  1. Record the current price of the stock for each company you selected in Week 3’s Stock Journal.
    • You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day).
    • Use the MS Excel spreadsheet or MS Word document to put your Week 3 and Week 8 stock prices side-by-side, to show your comparison.
  2. Determine the current value of your total investment.
    • Do not make any changes to your investment at this time.
    • Calculate your total based on the number of shares and the new price per share, for each company.
  3. Evaluate the results of your current investment to provide your opinion/assessment of your investments.
    • Consider the following questions as you provide your opinion:
      • Why do you believe the stock increased, decreased, or remained static?
      • Are you upset because your investment is worth less than $25,000?
      • Are you happy with the result and the trend?
  4. Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer University Library. Note: Wikipedia and other websites do not qualify as academic resources.
  5. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:
    • Completed Excel template with Week 3 and Week 8 complete.
    • Completed Word document template with your rationale with Week 3 and Week 8 complete.

This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course.

The specific course learning outcome associated with this assignment is:

  • Analyze the performance of an investment portfolio over time.

Resources

***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 your 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

2

Sheet1

Student Name:
Week 3Week 8Week 10
Column A: (3) U.S. CompaniesColumn B: Investment ($25K)Column C: Share Price (Week 3)# of Shares (Column D)Column E: Share Price (Week 8)# of SharesWeek 3 and 8 ChangeColumn H: Dollar Value ChangeColumn I: Share Price (Week 10)# of SharesWeek 3 and 10 ChangeColumn L: Dollar Value Change
1)ERROR:#DIV/0!ERROR:#DIV/0!$0ERROR:#DIV/0!ERROR:#DIV/0!$0ERROR:#DIV/0!
2)ERROR:#DIV/0!ERROR:#DIV/0!$0ERROR:#DIV/0!ERROR:#DIV/0!$0ERROR:#DIV/0!
3)ERROR:#DIV/0!ERROR:#DIV/0!$0ERROR:#DIV/0!ERROR:#DIV/0!$0ERROR:#DIV/0!
Total InvestmentERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!
Instructions:
Week 3
1. Under Column (A), enter the 3 U.S. Companies you chose.
2. Under Column (B), enter the amount out of the $25,000 you would like to invest in each company.
3. Under Column (C), enter the share price for each of your chosen companies.
4. The # of shares will automatically populate in Column (D).
5. Using the Word document template provided, please discuss why you chose the 3 companies you chose.
Week 8
1. Enter the updated share price in Column (E).
2. The number of new shares that can be purchased will populate in Column (F).
3. The difference in the new number of shares you can purchase for your initial investment will populate in Column (G).
2. The change in the dollar value of your investment will populate in Column (H).
3. Using the Word document template provided, please discuss any gains or losses experienced. Did you make or lose money? Which stocks changed in value?
Week 10
1. Enter the updated share price in Column (I).
2. The number of new shares that can be purchased will populate in Column (J).
3. The difference in the new number of shares you can purchase for your initial investment will populate in Column (K).
2. The change in the dollar value will populate in Column (L).
3. Using the Word document template provided, please discuss any gains or losses experienced. Did you make or lose money? Which stocks changed in value?