Question: Use Excel Sheet . You have $ 1 0 0 , 0 0 0 to invest in the stock market. you must choose at least
Use Excel Sheet You have $ to invest in the stock market. you must choose at least investments to buy with your $ The purchases can be stocks, ETF Exchange traded funds or mutual funds. At least investment must be a mutual fund. Being within a few thousand of $ is fine. Each purchase must be worth between $ and $ in the portfolio. The portfolio MUST be diversified, meaning that the investments must come from at least different industries or sectors in the economy List the names of the investments Johnson & Johnson, Nike, etc List the ticker symbol for each investment Facebook FB Fidelity Index Fund FXAIX, etc For each share: a List the number of shares purchased. b List the purchase price for one share. The purchase price will be the OPENING PRICE on the day that you begin your day window. Include a $ fee for each purchase of stockETF or a $ fee for each purchase of a mutual fund. This is a flat fee and is constant, whether you buy shares or shares. Create a column and calculate the total cost to purchase each investment. If you did not spend all $ include the leftover amount as Cash in a separate row and assume it does not earn any interest during the days. Create a column for PE ratio Price to Earnings by looking up the ratio in the stock quote. Compute the earnings per share for each stock using the purchase price and PE ratio and enter the earnings in a new column. Create columns for the ten business days in this project. Label them as Day Day Day Day In these columns, you will enter the CLOSING PRICE of the stock for each day. This is the only sheet where you will enter the prices. All other sheets will link to the first sheet. Complete even if not correct Checkpoint on time. Checkpoint : points Due Create a spreadsheet for each day of this project which is linked to the first worksheet. You will format just one of these and then use the Move or Copy Sheet command to make carbon copies. Label the sheet tab for each day Day Day etc Each sheet will include the opening price and the closing price for each security. Note: The opening price on Day n is equal to the closing price from Day n Link these from Sheet Include a column for each securitys total price change from the previous day in dollars. Include a column for each securitys relative price change from the previous day in percent. Include a column for each securitys total price change from the ORIGINAL purchase price in dollars. Include a column for each securitys relative price change from the ORIGINAL purchase price in percent. Create a column that calculates the total value of each security at the end of that day. Combination of closing price and number of shares owned. Calculate the SUM of the column above to get the total portfolio value. Be sure to include the cash. Link the total portfolio value cell on each sheet to a table on Sheet Compute the total percent gain or loss for your entire portfolio value relative to the original cost. Make this cell highly visible by changing the font color and highlighting the cell. Complete even if not correct Checkpoint on time. Checkpoint On each daily worksheet, create a nicely labeled pie chart showing all the securities you own and the percentage for each of the total portfolio. Insert a LINE GRAPH on the FIRST WORKSHEET that shows the total portfolio value over the days of this project. Complete even if not correct Checkpoint on time.
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