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Determine the current value of your total investment.

WEEK 8 STOCK JOURNAL

Week 8 Stock Journal

This is the second of three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 8 to your previous work from Week 3, following the instructions below.  Two templates have been provided for your use. In one template, you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you will write your rationale/summary. Please download both templates, then complete, save, and submit both templates to Blackboard.

Instructions

For this week’s portion of the assignment, complete the following:

  1. Record the current price of the stock for each company you selected in Week 3’s Stock Journal.
    • You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day).
    • Use the MS Excel spreadsheet or MS Word document to put your Week 3 and Week 8 stock prices side-by-side, to show your comparison.
  2. Determine the current value of your total investment.
    • Do not make any changes to your investment at this time.
    • Calculate your total based on the number of shares and the new price per share, for each company.
  3. Evaluate the results of your current investment to provide your opinion/assessment of your investments.
    • Consider the following questions as you provide your opinion:
      • Why do you believe the stock increased, decreased, or remained static?
      • Are you upset because your investment is worth less than $25,000?
      • Are you happy with the result and the trend?
  4. Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer University LibraryNote: Wikipedia and other websites do not qualify as academic resources.
  5. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:
    • Completed Excel template with Week 3 and Week 8 complete.
    • Completed Word document template with your rationale with Week 3 and Week 8 complete.

This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course.

The specific course learning outcome associated with this assignment is:

  • Analyze the performance of an investment portfolio over time.

Resources

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