english
|
STOCKS |
ALLOCATION |
EQUITY FUNDS |
ALLOCATION |
BOND FUNDS |
ALLOCATION |
|
MCD |
20% |
FSKAX |
20% |
DLTNX |
10% |
|
MSFT |
20% |
PRGFX |
20% |
OSTIX |
10% |
TODAYS’S ASSIGNMENT:
1. Refer to your answers for week one assignment and enter the Beginning Balance in column D.
2. Refer to your answers for week one assignment and enter the number of shares you purchased in Column E
3. 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. Enter Ending Prices in Column F.
4. Enter the dollar amount in your investment account based on the ending price and enter in G
5. Enter the dollars gained in Column H.
6. Enter the Percent Gain in Column I
Answer the following questions in the table below and submit your answers:
|
A |
B |
C |
D |
E |
F |
G |
H |
I |
|
TICKER |
% Allocated |
$ Allocated in your investment account |
Beginning Price See your Assignment #1 answer |
Number of Shares purchased Assignment #1 answer |
Ending price During last week of class |
Ending Dollars in your investment account E x F = G |
$ Gain (Loss) |
% Gain (Loss) |
|
MCD |
20% |
$4,000 |
246.00 |
347,263 |
|
|
|
|
|
MSFT |
20% |
$4,000 |
149.38 |
8,387,546 |
|
|
|
|
|
FSKAX |
20% |
$4,000 |
111.04 |
|
|
|
|
|
|
PRGFX |
20% |
$4,000 |
71.06 |
|
|
|
|
|
|
DLTNX |
10% |
$2,000 |
9.51 |
|
|
|
|
|
|
OSTIX |
10% |
$2,000 |
10.71 |
|
|
|
|
|
|
Total |
100% |
$20,000 |
597.7 |
|
|
|
|
|