Stock Market Project
STOCK MARKET PROJECT
Purpose: To learn about investing in stocks by conducting research, making investment decisions, and summarizing outcomes.
Written Report-Stock Market Project: The most important part of this project is the research and analysis. Explain why you made each decision in your stock selection and rooted this in the research you will conduct. Your use of textbook terms and ideas from class should be obvious and woven strategically into your report.
Helpful Tip: Your essay should be written using formal academic third-person voice. You may want to insert headers to break up this section from the rest of your essay.
Instructions: Research potential companies for investment opportunities. Use business periodicals, daily newspapers, or the Internet for your research. You must have at least four researched references (Hint: Harvard Business Journal, Entrepreneur Magazine, The Wall Street Journal, Money Magazine, and yahoo.com/finance are excellent sources). Once you have conducted your research follow steps 1-5.
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Select four stocks, listed on the NYSE or NASDAQ.
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Diversify your portfolio. Each stock should represent different industries and have different investment objectives.
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Pretend you have $200,000 to invest. Divide your money between the four stocks selected. Be sure to tell me what date you selected for purchasing this stock.
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Create a spreadsheet or table showing how much money you allocated to each investment. Include the share price,
number of shares purchased, and total money invested. Calculate your total investment, which should be close to $200,000 without going over.
*Share price=stock closing price. See example below:
InvestmentName |
TickerSymbol |
SharePrice |
# SharesPurchased |
Total $Invested |
|
1 |
|
Goog |
$560.88 |
100 |
$56,088.00 |
2 |
Facebook Inc. |
FB |
$75.91 |
400 |
$30,364.00 |
3 |
Alibaba Group |
BABA |
$88.79 |
152 |
$13,496.08 |
4 |
Coca Cola |
KO |
$43.89 |
227 |
$30,723.00 |
INCLUDE THE DATE! |
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5. Write a three-page paper that includes:
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An introduction for each stock include the name of the stock and ticker (abbreviation of company name listed on
stock exchange).
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A description of the companies and industry you select to purchase stock in (be sure to include in-text citations showing where you researched this information).
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A discussion of the reasons (at least three reasons for each of the four stocks selected) for your stock selection (be sure to include in-text citations showing where you researched this information).
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A description of your investment goals. For example 1) long-term, 2) short-term, 3) risk.Guidelines:
Guidelines: Use grammatically correct business writing that is “audience centered purposeful, persuasive, and economical” (M.E. Guffy & D. Loewy, 2010, p. 50).
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You should have a minimum of 4 researched citations. Your reference page and in-text citations must be in APA format.
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Double spaced page, 12 – Times New Roman Font
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Be sure to cite your sources using APA. Please use the American Psychological Association (APA) format to cite your article. Instruction for using APA can be found online at https://owl.english.purdue.edu/owl/resource/560/01/ (Links to an external site.).
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Use Chapter 15, 16 of the textbook for more information and background securities market for finance and investing.
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Do not plagiarize.
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Wikipedia research is not accepted.
