Stock market portfolio assessment

Document Sample

```					STOCK MARKET PORTFOLIO: ASSESSMENT
DUE DATE: Wednesday, April 25th POINTS: 100

STEP I

It is time to sell all of your stocks and calculate your earnings. The end point is Friday,
April 20th. Using the closing price for that date, sell your stocks and multiply the closing
price by the number of shares. If your stock “split,” you now have double the number of
shares. Add in any dividends (dividend times # of shares). Calculate your total and then
or lost money. Do this for each of your 5 stocks. Then calculate your overall investment.
After you have the arithmetic calculations, calculate the percentage for your profit or
loss. I want to see all calculations.

EXAMPLE
HechtCorp
2/12/07        100 shares @ \$30/share = \$3000

4/20/07        100 shares @ \$26/share = \$2600

Loss of \$400

AND

Hamifood

2/12/07        100 shares @ \$20/share = \$2000

4/20/07        100 shares @ 50/share = \$5000

Profit of \$3000

Overall: Profit of \$ 2600 (\$3000 - \$400 = \$2600)

Percentage gained = Profit (or loss) divided by original investment
EX 2600/\$10,000 = 26% gain

STEP II. (This must be typed.)

Evaluate how well you did. Which stocks were winners for you? Which stocks were
losers? How could you have earned more? How could you have lost less? Should I hire
you as my stockbroker? Why or why not?

All of your graphs and charts must be included with your final assessment. Neatness is
imperative and points will be deducted for an unprofessional portfolio.

```
DOCUMENT INFO
Shared By:
Categories:
Stats:
 views: 11 posted: 2/4/2011 language: English pages: 1
How are you planning on using Docstoc?