The purpose of this installment is to classify stock, bond, and mutual fund investments, explore tools for their evaluation and select these securities based on your investment philosophy and goals.

We will assume that you have a total of $12,000 to invest - $3,000 from your M9#1: Assignment: Capstone #9 Annual Budget requirement and $9,000 from your favorite uncle who gave you this gift with the stipulation that it will be used to build your future through investing. You will be constructing a portfolio with $4,000 in stocks, $4,000 in bonds, and $4,000 in mutual funds.

1. Explore tools for evaluating stocks, bonds, and mutual funds and make a selection based on your investment philosophy and goals as follows:
   1. Stocks: you will invest $4,000 in at least two stocks. For ideas on where to invest, think about two companies that you would like to work for, shop with, or have a general interest in. Visit Yahoo Finance and type their name into the search box to find out more information on each company. An alternative method would be to generate a list of stocks using a stock screener website such as CNBC's Stock Screener(click "GO TO SCREENER" under the first pre-built "Solid Companies/Solid Stocks") and selecting two stocks from the results. After determining your preferred method, reviewthe information provided andindicate the company name, the price per share, and the number of shares purchased for each stock.
   2. Bonds: you will invest $4,000 in at least two bonds. Assume that you had three choices: Bond #1 choice: City of Detroit 1%, matures 12/31/27, cost $1,000; Bond #2 choice: Ford Motor Company 1.9%, matures 12/31/27, cost $1,000; Bond #3 choice: XYZ Technology 3.3%, matures 12/31/27, cost $1,000 (this is a new start-up company without any previous bond sales). Describe the type of category that each bond falls into (i.e. municipal or corporate), one benefit and one risk of investing in each, and the tax advantage or disadvantage of investing in each. Finally, decide on which combination of bonds that you will invest in and how many of each that you will purchase. Support your response.
   3. Mutual Funds: you will invest $4,000 in at least two mutual funds. For ideas on fund investments, visit Fidelity, Vanguard, or a mutual fund company that you would like to explore. Review the information provided and indicate the mutual fund name, the price per share, and the number of shares purchased for each mutual fund.

Refernce: https://fundresearch.fidelity.com/fund-screener/

https://investor.vanguard.com/mutual-funds/list#/mutual-funds/name/month-end-returns