Stock Journal Assignment
This week, you will find out if you have made money on your original (pretend) investments or if you will need to find a side job to recoup your losses.
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This is the last of the three stock journal assignments you will complete during this course. For this assignment, you will add your work for Week 10 to your previous work from Weeks 3 and 8, following the instructions below. Two templates have been provided for your use.
The Weeks 3, 8, and 10 Stock Journal Project Excel Template 1 [XLSX] you began in Week 3 is where you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K.
Note: The above Excel template has been provided for your use for the stock journal assignment. You will 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: There are locked cells in the Excel template. The cells have been locked to prevent the formulas from being disturbed. The cells that you will need to use to complete this assignment are not locked. You may create your own templates, however it is recommended that you use the templates provided.
The Weeks 3, 8, and 10 Stock Journal Writing Assignment Template [DOC] you began in Week 3 is where you will 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 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.
Instructions
For Week 10, review your investment for the last time and complete the following:
- 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 (for example, 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 10 stock prices side by side, so that you can compare them with Weeks 3 and 8.
- Determine the total value of your investment.
- Provide your final opinion or assessment of your investments and type your opinion or assessment into your Word document template.
Consider the following questions as you provide your assessment:
Did you make money or lose money?
What were your results?
Based on hindsight, what you would do differently?
- Discuss what you learned from this assignment and how this assignment could help you in the future. Include this information in your Word document template as well.
- Go to the Strayer library search page to locate and incorporate at least two quality sources into this assignment.
For stock price information, you may use the New York Stock Exchange, NASDAQ, Yahoo! finance, or The Wall Street Journal Online.
- Submit two documents for your journal assignment submission by uploading both documents at the same time to the assignment submission area. 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.
Completed Excel template with Week 3, 8, and 10 complete.
Completed Word document template with your rationale with Week 3, 8, and 10 complete.
Sheet1
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Student Name: |
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| Week 3 |
| Week 8 |
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| Week 10 |
| Column A: (3) U.S. Companies |
Column B: Investment ($25K) |
Column C: Share Price (Week 3) |
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| # of Shares |
(Column D)
Column E: Share Price (Week 8) |
# of Shares
Week 3 and 8 Change |
Column H: Dollar Value Change |
Column I: Share Price (Week 10) |
# of Shares
Week 3 and 10 Change |
Column L: Dollar Value Change |
| 1) Amazon |
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| ERROR:#DIV/0! |
ERROR:#DIV/0!
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| $0 |
ERROR:#DIV/0! ERROR:#DIV/0! $0 ERROR:#DIV/0!
| 2) Mickey D’s |
ERROR:#DIV/0! ERROR:#DIV/0! $0 ERROR:#DIV/0! ERROR:#DIV/0! $0 ERROR:#DIV/0!
| 3) Target |
ERROR:#DIV/0! ERROR:#DIV/0! $0 ERROR:#DIV/0! ERROR:#DIV/0! $0 ERROR:#DIV/0!
| Total Investment |
ERROR:#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? |
***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,
2
020)
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
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