Record The Current Stock Price For Each Company You S 171801

record The Current Price Of The Stock For Each Company You Selected I

Record the current price of the stock for each company you selected in Week 3’s Stock Journal. You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day). Using MS Excel spreadsheet or MS Word document, put your Week 3 and Week 8 stock prices side-by-side, to show your comparison.

Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your total based on the number of shares and the new price per share, for each company. Provide your opinion / assessment of your investments. Evaluate the results of your current investment. Are you happy with the result and the trend? Are you upset because your investment is worth less than $25,000? Feel free to speculate / guess at why you believe the stock increased, decreased, or remained static.

Paper For Above instruction

The evaluation of stock investments is a critical aspect of understanding financial markets and personal finance management. The given instructions require tracking stock prices over a specified period, comparing these prices, calculating the current value of investments, and providing a subjective assessment of investment performance. This process offers valuable insights into market volatility, investment decision-making, and portfolio management.

In the context of the assignment, the first step involves recording the current stock prices for each company initially selected during Week 3. The flexibility in choosing any intra-week price (opening, closing, high, low, or any time-specific value) permits a practical approach to data collection. Utilizing either MS Excel or MS Word enables an organized presentation, comparing Week 3 and Week 8 prices side-by-side. Such a comparison highlights the price movements over time and helps in understanding the trend for each stock.

The second step involves calculating the total value of the investments based on the current prices. It requires multiplying the number of shares held for each stock by its latest price. This calculation provides an immediate snapshot of the portfolio’s current worth. By not altering the investment at this stage, one is encouraged to objectively assess the performance based solely on the market’s fluctuations during the period.

Evaluating the results involves analyzing whether the investments have appreciated or depreciated and reflecting on the reasons behind these movements. For instance, stock prices can fluctuate due to macroeconomic factors, company-specific news, industry trends, or broader market sentiments. Personal opinions or hypotheses about why certain stocks increased, decreased, or remained static can shed light on market dynamics and improve future investment decisions.

From an investment perspective, one might consider whether the portfolio has grown to a target value (e.g., over $25,000) or if there has been a decline. Feelings of satisfaction or disappointment can influence investment strategies; for example, a rising portfolio might reinforce confidence in the selected stocks or the approach taken, whereas a declining value might prompt re-evaluation of holdings or market assumptions.

The exercise emphasizes the importance of ongoing portfolio monitoring and analysis. Market conditions fluctuate continuously, and staying informed about stock prices is vital for making sound investment decisions. Additionally, understanding the reasons behind stock price movements can assist investors in identifying patterns, potential opportunities, or risks.

In conclusion, tracking stock prices over time, calculating current investment values, and critically evaluating performance are fundamental skills in personal investing. They foster a disciplined, informed approach that balances quantitative analysis with subjective judgment, ultimately supporting better financial outcomes and more strategic investment decisions.

References

  • Graham, B. (1949). The Intelligent Investor. Harper & Brothers.
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  • Jordon, K., & Cassidy, R. (2015). Personal Finance and Investment Strategies. Pearson Education.
  • Malkiel, B. G. (2019). A Random Walk Down Wall Street. W. W. Norton & Company.
  • Sharpe, W. F. (1966). Mutual Fund Performance. Journal of Business, 39(1), 119–138.
  • Statista Research Department. (2023). Stock Market Data & Trends. Statista. https://www.statista.com/
  • Bodie, Z., Kane, A., & Marcus, A. J. (2014). Investments. McGraw-Hill Education.
  • Barberis, N., & Thaler, R. (2003). A Survey of Behavioral Finance. Handbook of the Economics of Finance.
  • Morningstar (2023). Investment Research & Stock Analysis. Morningstar Inc.
  • Investopedia. (2023). How Stock Markets Work. https://www.investopedia.com/

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