Stock Journal Assignment: This Is The First Of T

Question

Stock Journal Assignmentthis Is The First Of T This is the first of three stock journal assignments you will complete during this course. Use the provided templates to record your selected companies, share prices, number of shares purchased within a $25,000 investment budget, and your rationale for each choice. Complete and submit both templates simultaneously, updating your entries in Weeks 3, 8, and 10 as instructed. Ensure that your chosen companies are diversified across different industries, and base your selections on reputable sources such as the NYSE, NASDAQ, Yahoo! Finance, or The Wall Street Journal. For each company, specify the dollar amount invested, explain your reasoning for selecting it, and determine the number of shares you can buy at the current share price, considering not to purchase fractional shares. Incorporate at least two reputable sources into your analysis. Use the provided Excel template for data entry, and ensure the protected cells with formulas remain untouched. This assignment aims to develop your ability to analyze investment performance over time using simulated stock portfolios.

Dr. Jack HW Helper · Accepted Answer

Introduction The importance of diversification in investment portfolios cannot be overstated, especially when investing in individual stocks. Diversification helps mitigate risks associated with industry-specific downturns. In this analysis, I selected three U.S.-based publicly traded companies from different sectors to create a balanced and diversified stock portfolio within a $25,000 budget. The companies I chose are Amazon (AMZN), Uber (UBER), and Kroger (KR), representing the technology, transportation, and retail sectors respectively. Company Selection and Rationales Amazon (AMZN) Amazon is a leader in e-commerce and cloud computing services, aspects of the retail industry that continue to grow globally. With its diversified business model and strong market position, I believe Amazon has sustained growth potential. I invested $10,000 in Amazon, believing its innovative strategies and expanding market share will generate shareholder value. Uber (UBER) Uber, as a dominant player in ride-sharing and logistics, presents a growth opportunity, especially as urban mobility resumes post-pandemic. Its innovative platform and expansion into freight and autonomous vehicle sectors support my confidence. I allocated $8,000 to Uber based on its growth prospects and the need for alternative transportation solutions. Kroger (KR) Kroger, as a major grocery retailer, benefits from consistent consumer demand and has demonstrated resilience during economic fluctuations. Its strategic initiatives in delivery and private-label products appeal to my conservative investment strategy. I invested $7,000 in Kroger, expecting steady dividends and long-term stability. Investment Calculations At current share prices, I determined the number of shares that can be purchased with my allocated funds: Amazon (AMZN): Share price \$3,500; Shares = \$10,000 / \$3,500 ≈ 2.85; Purchase 2 shares at \$3,500 each = \$7,000, leaving approximately \$3,000 uninvested. Uber (UBER): Share price \$52; Shares

Stock Journal Assignment: This Is The First Of T ✓ Solved

Stock Journal Assignmentthis Is The First Of T

Sample Paper For Above instruction

Introduction

Company Selection and Rationales

Amazon (AMZN)

Uber (UBER)

Kroger (KR)

Investment Calculations

Conclusion

References