STOCK MARKET PORTFOLIO: ASSESSMENT
DUE DATE: Wednesday, April 25th POINTS: 100
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
subtract your final value from your initial investment. You will either have made money
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.
2/12/07 100 shares @ $30/share = $3000
4/20/07 100 shares @ $26/share = $2600
Loss of $400
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.