Finc

profilerhoemo
assignment_1__2_finc321.docx

Assignment 1: Social Security Paper (2–3 pages)

Research the development and administration of the US Social Security program. Include its history, current structure, and calculation of benefits; also, include other benefits available through the program.

While paper length is a graded component – the body (paper text) of the assignment for full credit will be a minimum of 2 ½ pages in length not to exceed 3 pages.

Assignment: Play Money Paper (1-2 pages)

Pretend that you have $10,000 to invest for four weeks. You are to "invest" this money in stocks or mutual funds and to track your investments on a weekly basis for four weeks (see schedule for due date). Pick five different stocks or funds to follow.

Write a report on:

· why you selected the investments you did

· whether any noteworthy company results, news events, or economic events impacted your investments during this period (show your gains or losses for the period)

· how your investments' performance compared with the performance of the S&P 500 index during this period

· your tracking of the following three stock market indexes:

· Dow Jones Industrial Average

· S&P 500 stock index

· Russell 2000 index for small caps

Some Resources:

2016's Top 7 Best Investment Portfolio Management Software (Reviews & Ranking)

HYPERLINK "http://www.advisoryhq.com/articles/5-great-portfolio-management-software-ranking-and-reviews/" http://www.advisoryhq.com/articles/5-great-portfolio-management-software-ranking-and-reviews/

Google Finance: Track your portfolio & the market for free

HYPERLINK "https://www.google.com/finance/portfolio" https://www.google.com/finance/portfolio

Create and track your investment portfolio or stock watch list, maintain transaction history and current holdings, and get individual portfolio charting on Google ...

Google Stock Screener

HYPERLINK "https://www.google.com/finance?ei=351hV8GZNtWKmAGHs4mgCw" \l "stockscreener" https://www.google.com/finance?ei=351hV8GZNtWKmAGHs4mgCw#stockscreener

Tracking Your Investments in MS Excel

YouTube – How to Video

HYPERLINK "https://www.youtube.com/watch?v=5aSf_fu4DGY" https://www.youtube.com/watch?v=5aSf_fu4DGY

FORMAT CONSIDERATIONS

While paper length is a graded component – the body (paper text) of the assignment for full credit will be a minimum of 1 ¾ pages in length not to exceed 2 pages.

Page ordering of Assignment: title page, body of assignment & works cited sheet.