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FINANCIAL MANAGEMENT

FINANCIAL MANAGEMENT

I. A portfolio of 10 different stocks from 10 different industries. Each student is given $100,000 to fully invest in the chosen portfolio.

II. Portfolio set up and observation is to be implemented by related Website portfolio programs — Yahoo, WSJ, etc.

III. The portfolio should represent different industries. Each component stock should be carefully and judiciously chosen with a pertinent reason to be provided in the initial portfolio report, which is due Feb. 7, 2017(Tuesday). Initial report should include Stock Symbol, Company Name, Stock Price, number of shares purchased, sub-total, and grand total of $100,000 on the first page. The second page covers Stock symbol, 52 wk high/low, volume, dividend amount, dividend yield, p/e ratio, beta, and the reason for your choice. 

IV. Final report would include your observations, comments, and any lessons about the project,Oral presentations may be required. Expected length of the final portfolio results is about 5 pages.

 

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