Question: This assignment will be a continuation of the work done in Assignment # 1 . 1 . Update all of the values pertaining to your
This assignment will be a continuation of the work done in Assignment #
Update all of the values pertaining to your portfolio of five stocks by using the closing values on date to be notified by the Instructor. Produce a new spreadsheet that reflects the closing prices of date to be notified by the Instructor.
Include the percentage change in market value for each of the individual stocks and for the portfolio as a whole. The portfolio total will NOT be equal to CAD $ at this time.
marks
Make adjustments to your portfolio holdings by increasing the number of shares in some of your stocks and reducing in others but ensure that the total dollar value of the portfolio remains the same. You may need to slightly adjust the cash account. marks
Comment on how each of your selected stocks has performed so far and whether you still have confidence in them. Remember that investing is done with a view to long term portfolio growth, not the growth or decline in values over a one or two week period. marks
Find one news item since your group decided to purchase the stock pertaining to each of the five stocks in your portfolio. Comment on the potential significance of each of this news items with respect to that stock. marks
After considering all of the news items and the recent stock performances mentioned above, briefly explain why you feel that you made the correct choices of stocks for your portfolio.
Alternatively, if you feel that you may have made incorrect choices state which of your choices would have been different and state your reasons. marks
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