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BEGINNING INVESTMENT PORTFOLIO CASE

The purpose of this assignment is to track/follow those investments in your portfolio FOR THE DURANTION OF THE COURSE. This information or exercise may be new to you but it will become clear as the course moves along.

I will give you the ticker names of 6 investments that make up your portfolio. You will have $20,000 to invest and we will allocate a certain amount for each of the 6 investments. See below

You will follow these investments for the duration of the course and during the final week of class enter the ending price and see if your investment account has increased or decreased, what your gain or loss was and what your percentage gain or loss was.

STOCKS

ALLOCATION

EQUITY FUNDS

ALLOCATION

BOND FUNDS

ALLOCATION

MCD

20%

FSKAX

20%

DLTNX

10%

MSFT

20%

PRGFX

20%

OSTIX

10%

TODAYS’S ASSIGNMENT:

Go to https://Finance.Yahoo.com/quote and enter the ticker symbol MCD, MSFT, FSTMX, etc. in the text box at the top. This investment’s information will come up. Answer the following questions in the table below and submit your answers:


IN FUTURE ASSIGNMENT: You will answer questions based on the performance of the portfolio

TICKER

NAME OF INVESTMENT?

% Allocated

$

allocated

PRICE ON OPENING DAY OF CLASSES?

Move curser over chart and find date

Share

Price

# of shares purchased

MCD

20%

MSFT

20%

FSKAX

20%

PRGFX

20%

DLTNX

10%

OSTIX

10%

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