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Stock Portfolio Activity Due: 5/31 (Tuesday) Worth: 250 Points.

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Presentation on theme: "Stock Portfolio Activity Due: 5/31 (Tuesday) Worth: 250 Points."— Presentation transcript:

1 Stock Portfolio Activity Due: 5/31 (Tuesday) Worth: 250 Points

2 Guidelines  You are going to create a stock portfolio with a starting value of $25,000.  You need to invest your money in five different companies.  You will invest $5000 in each of the five companies that you’ve selected.  You will need to make your initial purchase tomorrow.  We will go to the computer lab for part of class tomorrow. Also, bring your calculator to class tomorrow  We are going to use a buy and hold strategy for this activity. After the initial purchase, you will hold these stocks until you liquidate your portfolio on 5/30 (Monday).

3 Purchase Guidelines  You will need to turn in a typed report with the following information:  The name and symbol for each of the five stocks that you purchased.  The date that you purchased the stock (5/11).  The price per share that you “paid” for the stock.  The number of shares that you were able to purchase.

4 Selling Guidelines You will “sell” all of your stocks on 5/30.You will “sell” all of your stocks on 5/30. You will need to list the price per share on 5/30.You will need to list the price per share on 5/30. You will need to list the total value of this investment.You will need to list the total value of this investment. You will need to list how much money you either gained or lost from this investment.You will need to list how much money you either gained or lost from this investment.

5 Continued  You will need to follow these purchase and selling guidelines for each of the five companies that you decide to invest in.  All of this information needs to be typed!

6 Tips  We will demonstrate what you need to do with a fictional $5000 investment in Wal-Mart.  Moneycentral.com, Google Finance, Yahoo Finance, and CNN Money are all great tools to assist with finding out the purchase price and later the selling price for the stocks that you’ve chosen.  Also, use the information that you learned researching your company and listening to the presentations to help you select the five stocks to invest in for this activity.


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