Part 1: Simulation (20 points)

A: You are given $15,000 to invest in stocks. Research current stocks online and choose two in which to split your investment. Fill in the table below. (2 points)

Name of Stock	Symbol	Quantity of Shares Purchased	Purchase Price per Share	Total Purchase Value

B: Record the daily closing price of your stocks in the table below, either by monitoring your stocks live or by researching the 7-day historical data. (3 points)

Name of Stock	Closing Price Day 1	Closing Price Day 2	Closing Price Day 3	Closing Price Day 4	Closing Price Day 5	Closing Price Day 6	Closing Price Day 7

C: Determine the total profit or loss if all shares for both stocks are sold at the close of business on day 7. Assume a 1.5% brokerage fee. (5 points)

D: Based on the closing price data for the week, explain which individual day would have been the best to sell each stock, and why. (5 points)

E: Determine the difference in profit or loss if stocks were sold based on your answer to part D instead of the prices in part C. (5 points)

Part 2: Comparing Portfolios (10 points)

Analyze the investment portfolio below. Then answer the questions using complete sentences.

A: Evaluate the diversity of this portfolio. Explain, using complete sentences, if this portfolio is not diverse, minimally diverse, somewhat diverse, or extremely diverse. Why? (3 points)

B: Describe the risk factor of this portfolio. Is this an aggressive, conservative, or moderate portfolio? How do you know? (3 points)

C: Describe an individual who might carry this type of portfolio. Include such details as:

• age
• occupation
• investment goals