FINC 321

profilerlsewa

Your assignment was to 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

  1. Why you selected the investments you did?
    1. Tell me about your time horizons, is this for retirement or was this to fund a vacation? How does the investment goal dictate what funds you chose to put into it? What risk factors did you consider, both personal and market-wise.
  1. Whether any noteworthy company results, news events, or economic events impacted your investments during this period (show your gains or losses for the period)
    1. Tell me what happened. Why do you think this happened? I will be looking for relevant, i.e. news stories, explaining why you think your stock may have done well or not so well.
  1. How your investments' performance compared with the performance of the S&P 500 index during this period?
    1. Again, you may want to use relevant news to form your opinions here and back them with evidence.
  1. Your tracking of the following three stock market indexes:
  • Dow Jones Industrial Average
  • S&P 500 stock index
  • Russell 2000 index for small caps

Give a brief synopsis, find an article or two, that talks about what is going on with each of these indexes. What does it mean to your investments?

  1. Conclude with what you learned and how you feel about it.
    1. Again, we have covered a number of psychological and behavioral economic issues. You can talk about them from a global perspective or from a personal perspective. Tell me if you found this interesting, and you will look into stocks or talk to a professional, or if you hated it. What did you hate and how will this impact your investment future.

Please also attach a spreadsheet of your investments, so that I can see what you tracked. Stock price changes and any other pertinent information you wish to provide me.

APA considerations are also still in force.  If you send me your paper by Friday, I will check it for APA for you and send it back so you can get full points in this area.  Other than that, size 12 font.  Stick to the page limits and APA formatting.

 

    • 8 years ago
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