Stock Portfolio Project
Your spreadsheets should be well planned and should look attractive. You are expected to add tables, charts and graphics to enhance the appearance. Use shading, colors, font changes, and any other formatting changes that might add to the appearance of your spreadsheet. Remember to make your spreadsheets and charts easy to understand and attractive to look at. This will be part of your grade.
INSTRUCTIONS
You have been given $20,000 to invest in publicly traded stocks, ETFs or Mutual Funds on one of the major US Stock markets (NYSE or NASDAQ). BY 2/27 Wednesday, you must have used this money to purchase the shares of between 7 and 15 different company, ETFs or Mutual Funds that are traded on one of these exchanges. You are expected to spend no more than $20,000 but rounding may mean that you will have negligible small amount of cash left (no more than $25 is acceptable depending on the share price.
By COB (close of business Wednesday night) you must have purchased all your shares and calculated the total value of your portfolio using the share price at the end of the day of purchase (I will assume shares more purchased by closing time of the day of purchase). You can use search engines https://finance.yahoo.com/portfolios or https://www.bloomberg.com/markets/stocks to find the value of the shares you intend to purchase.
First I am going to need from you an Excel Spreadsheet with the following information (as a Minimum) in table form.
Title worksheet: Name of group members
Worksheet: Initial portfolio (title). Table: name, symbol, share price at time of purchase, purchase date, total cost.
you will add a new sheet to your workbook as follows:
Week 1 close, Week 2 close, Week 3 close.
(You can create these worksheets anytime from Friday 4:30
cst to Sunday midnight. The markets and closed and
therefore the current price will not change until
Monday morning when markets reopen). These worksheets will contain the following information: name, symbol, share price at time of purchase, purchase date, total cost, current price, current value, total gain/(loss), % gain(loss) rounded to 2 decimal places and total value of the portfolio, % gain (loss) of the whole portfolio.
Your final worksheet should contain a sparkline.
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