In this assignment, you will make an initial purchase of publicly traded stocks in order to build your portfolio. You will have a spending budget of $10,000 to be purchased in units of a 100 shares (include commission cost). Before you purchase and record your purchased stock, you will need to complete the following steps:
Create your personal investment objectives and financial goals, using the portfolio spending amounts and allocation of the various types of investment alternatives in the Final Project (key areas to consider may be risk and safety of principal, current income versus capital appreciation, liquidity considerations, and managing and evaluating the portfolio over a short-term or long-term).
Discuss the types of stocks or categories of stocks that you will take ownership of and why?
Discuss the types of stocks or categories of stocks that you will take ownership of and why?
Develop a company profile sheet or fact sheet for each stock company you have selected.
Analyze your selected stock companies fundamentals, which should include a summary of the companies qualitative and quantitative data. Also include supporting data justifying why you selected the companies. Additionally,
Create a tracking spreadsheet or table for your purchases.
Develop a holding return calculations table for your purchases.
Summarize the companies peer-group analysis, year-end comparison, annual financial highlights, news events of the companies, and ratio analysis.
The Building your Stock Portfolio paper,
Must be 3 double-spaced pages in length (not including title and references pages) and formatted according to APA style as outlined in the Ashford Writing Centers APA Style
(Links to an external site.)
Must include a separate title page with the following:
Title of paper
Students name
Course name and number
Instructors name
Date submitted
Last Completed Projects
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