stock portfolio assgnment - bulrich 777

· Stock portfolio assignment

· You have $100,000 to invest

· Submit DROP BOX excel spread sheet showing your initial portfolio: due March 8th – late submissions will be penalized!

· Include investment name, symbol, price per share, number of shares, total $ value, dividends, etc.; include fixed income if you wish. CREATE A PORTFOLIO STATEMENT THAT YOU WOULD LIKE TO SEE IF YOU WERE THE CLIENT. Listed elements are a minimum.

· Include note as to why you made the choices that you did (your understanding of economy and how you would invest your own money).

· Submit updated portfolio March 20th

· With each update describe the changes -sells and buys - you made and explain why you made the changes; UPDATE PRICES AND TOTAL PORTFOLIO VALUE.

· Good sites to visit: www.globeandmail.com or http://ca.finance.yahoo.com/

2

· Show dollar gain/loss; percentage gain/loss

· Indicate how well or poorly you think the portfolio performed

· Indicate a benchmark and comparison to that benchmark

·  Written summary of what happened (initial plan VS. how it turned out --- what was learned about running this portfolio and how you might do it differently if given another chance.)

· Consider that your output should be the kind of summary you might submit to a client

(fundamental and technical analyze included )