Stock Tracking Report Outline Mark: 15%
You have $100,000.00 to invest in at least five stocks of your choice. Stocks must be public companies, listed on any major exchange ( Toronto, New York, Alberta, etc.)
It is not required that you trade (buy or sell) in your portfolio once the initial investment of $100,000 has been allocated. If you wish you can behave like a passive investor and simply record what your ending performance is. Or you can actively trade and see how you “do”.
For simplicity assume a zero percent sales commission.
Your report should :
1. Summarize the financial performance of your portfolio, ie. did it gain or lose? (actual performance is not important for grading purposes).
One page 7 marks
2. Include some comments as to possible reasons for the results. Examples could include sector performance, overall market reactions to events ( try to identify these or suggest these if you can) .
One page 5 marks
3. What if anything would you do differently next time and why Different stocks? Bonds? Other investments? Cash?
One page 3 marks.
You may use any tools you wish to format your report and stock portfolio, including Excel. Your portfolio performance is simply the sum of all individual stock performances.
Resources: Go to [url removed, login to view] , click on the fourth blue tab “CHARTS”
Enter your stock symbol eg. Nortel Networks is “NT” , you don’t need an exchange code if it’s a TSE listed stock.
Choose your chart style…hint…choose two year daily for a price chart, see example.
I will have sample reports available to review in class over the remaining weeks of the course.
i need this done in 10 hours from now, so please bid only if you can start working on it right away, and can deliver on time.i will pay between $10-$30.