Personal Finance

Update your winning and losing personal portfolios and the VFINX portfolio with the current stock prices.  Take what you  originally gave me and add a column for the current price of each stock.  Multiply the current price time the number of shares you bought and put the current value in another column.  Total the amount in your portfolios.

Did you make or lose money so far?

Your work might look like this now.

Winning Portfolio

Stock        Beginning Price    Amount Bought    Shares Bought      Price on 1/25    Value on 1/25      Price on 4/30    Value on 4/30    Change in Value
Apple            $100                    $20,000                    200                            $99                  $19,800                $101                $20,200        $400
Microsoft        $32                    $20,000                    625                            $35                   $21,875                $33                  $20,625      -$1,250
AT&T              $42                    $20,000                    476                            $43                   $20,468                $40                  $19,040      -$1,428
Alphabet         $93                    $20,000                   215                            $92.51              $19,889                $90                  $19,350      -$539 
Ford                $22                    $20,000                   909                            $21.53              $19,570                $22                  $19,998        $428
________________________________________________                                                                                                                                                
Total                                          $100,000                                                                              $101,603                                      $99,213        -$2,390

If you are using the portfolio app, you may take screen shots of each portfolio and paste it into Word.  Show the initial value as well as the current value.

Analysis

What are you observing relative to your 3 portfolios?  Have they gained in value or lost?  How do they compare? 

What have you learned from doing this?

Deliverable

Excel workbook or Word document with all three updated portfolios and analysis.

Grading Rubric:

  A B C D F
Professionalism Typed, stapled, no spelling or grammar errors.  Easy to read statements.
 Typed, stapled, no spelling, minor grammar errors.  Easy to read statements.
 Typed, stapled, minor spelling, grammar errors.  Easy to read statements.
Not stapled, spelling and grammar errors  Statements are not clear.
 Not typed or stapled.  Grammar and spelling errors.  Statements are not clear.
Portfolios Updated all stocks with current values.
Show totals for all portfolios.
Show comparison to original purchase values.		 Updated all stocks with current values.

Show totals for all portfolios.		 Updated all stocks with current values. Updated some stocks with current values. No thought.
Analysis Discusses why you the portfolio values changed the way they did.
Compares the three portfolio results.
Discusses why the three portfolios did what they did relative to each other.		 Discusses why you the portfolio values changed the way they did.

Compares the three portfolio results.
 Compares the three portfolio results. Just shows the numbers. No thought.