Steps For Completing The Investment Tracking Spreadsheet

Steps For Completing The Investment Tracking Spreadsheet And Final Pro

Steps for completing the Investment Tracking Spreadsheet and Final Project. The spreadsheet needs to be completed every Friday after 4 PM, following the market closing date. You are required to write a weekly assessment on the performance of your portfolio, including during weeks when you do not submit the spreadsheet. For Week 1 Only, on Monday, select four stocks and enter their names in Column B. Next, enter the corresponding trading symbols in Column C. Visit Yahoo Finance or another chosen website to retrieve the closing prices of these stocks for that coming Friday and insert these prices into Column D. Then, in Column A, specify the number of shares you plan to purchase for each stock, ensuring the total investment is approximately $100,000.

Paper For Above instruction

The process of completing an investment tracking spreadsheet is vital for students and investors who seek to monitor and evaluate their portfolio performance systematically. This assignment, designed as an ongoing weekly task, emphasizes the importance of tracking stock performance, updating investment data, and reflecting on market changes throughout the investment period. The instructions specify initial steps for selecting stocks, recording information, and analyzing performance, which form the foundation for developing financial literacy and investment management skills.

The first step, undertaken during Week 1 on Monday, involves selecting four stocks for the investment portfolio. The student must enter the stocks' names in Column B of the spreadsheet. This initial choice is crucial as it sets the foundation for tracking the investment's progress. Following this, the student adds the trading symbols in Column C, which are essential for retrieving accurate and specific market data. These symbols serve as unique identifiers for each stock in financial databases, such as Yahoo Finance.

Next, students are instructed to visit Yahoo Finance or an alternative website to retrieve the closing prices of the selected stocks for the upcoming Friday, following the market close at 4 PM. This step involves identifying the accurate stock prices and recording them in Column D of the spreadsheet. Recording precise closing prices ensures that performance assessments are based on actual market data, providing a realistic picture of the stock's value at the end of each trading week.

The final step involves determining the number of shares to purchase for each stock, which is recorded in Column A. The total investment across all stocks should approximate $100,000, aligning with typical investment portfolio sizes for students learning asset allocation and diversification strategies. The distribution of funds among the selected stocks allows for assessing diversification benefits and risk management.

This weekly process of data entry and performance evaluation encourages disciplined record-keeping and analytical thinking about market movements, stock selection, and investment decisions. The assignment underscores the importance of consistency in updating financial information, which is essential for understanding how market dynamics impact portfolio performance over time.

Through this exercise, students develop critical skills in financial research, data analysis, and investment planning. They learn to navigate financial information sources, interpret market data, and make informed decisions about portfolio adjustments. Additionally, the weekly assessment component fosters reflective thinking about market trends, individual stock performance, and the overall strategy employed throughout the course of their investment project.

Furthermore, this activity serves as an introduction to financial management principles such as diversification, risk assessment, and systematic tracking. It enhances practical understanding by simulating real-world investment activities, preparing students for more advanced investment analysis or personal financial planning. Overall, this assignment bridges theoretical concepts with practical application, providing a comprehensive learning experience in investment management.

References

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