CCP ENGLISH
LSWFSZ
BEGINNINGINVESTMENTPORTFOLIOCASE.docxBEGINNING INVESTMENT PORTFOLIO CASE
The purpose of this assignment is to track/follow those investments in your portfolio FOR THE DURANTION OF THE COURSE. This information or exercise may be new to you but it will become clear as the course moves along.
I will give you the ticker names of 6 investments that make up your portfolio. You will have $20,000 to invest and we will allocate a certain amount for each of the 6 investments. See below
You will follow these investments for the duration of the course and during the final week of class enter the ending price and see if your investment account has increased or decreased, what your gain or loss was and what your percentage gain or loss was.
|
STOCKS |
ALLOCATION |
EQUITY FUNDS |
ALLOCATION |
BOND FUNDS |
ALLOCATION |
|
MCD |
20% |
FSKAX |
20% |
DLTNX |
10% |
|
MSFT |
20% |
PRGFX |
20% |
OSTIX |
10% |
TODAYS’S ASSIGNMENT:
Go to https://Finance.Yahoo.com/quote and enter the ticker symbol MCD, MSFT, FSTMX, etc. in the text box at the top. This investment’s information will come up. Answer the following questions in the table below and submit your answers:
IN FUTURE ASSIGNMENT: You will answer questions based on the performance of the portfolio
|
TICKER |
NAME OF INVESTMENT? |
% Allocated |
$ allocated |
PRICE ON OPENING DAY OF CLASSES? Move curser over chart and find date |
Share Price |
# of shares purchased |
|
MCD |
|
20% |
|
|
|
|
|
MSFT |
|
20% |
|
|
|
|
|
FSKAX |
|
20% |
|
|
|
|
|
PRGFX |
|
20% |
|
|
|
|
|
DLTNX |
|
10% |
|
|
|
|
|
OSTIX |
|
10% |
|
|
|
|
