Stock Portfolio--Getting Started 8/21 – 8/25

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Presentation transcript:

Stock Portfolio--Getting Started 8/21 – 8/25 Complete Weekly Activity Sheet #1—Research Coke stock using MarketWatch; turn in at end of class (day 1-2) Complete Balance Sheet--$100 or less should be left in your account balance after investing in 3 companies from different industries. Companies should be listed on either NYSE, NASDAQ, or AMEX and should be priced at $3 or higher. Use working paper copy; transfer to digital template when all decisions have been made. Begin Tracking Sheet listing each purchased stock’s ticker symbol and per share price on digital template. Complete Business Info Sheets Complete a “Business Info” sheet for each of the 3 stocks purchased for your portfolio-use digital template

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #1 8/31/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Write Journal Entry #1

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #2 9/8/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Write Journal Entry #2

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #3 9/15/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies—include in Journal Entry Write Journal Entry #3 If selling and buying, record on Balance Sheet

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #4 9/22/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies Write Journal Entry #4 Complete Self-Evaluation #1

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #5 9/29/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies Write Journal Entry #5 Begin working on Business Report #1

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #6 10/13/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies Write Journal Entry #6 Begin working on Business Report #2

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #7 10/20/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies Write Journal Entry #7 Begin working on Business Report #3 Complete Self-Evaluation #2

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #8 10/27/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies Write Journal Entry #8 Continue working on Business Reports

Complete Weekly Activity sheet— turn in at end of class Stock Portfolio Week #9 11/3/17 All of the following should be completed by the end of class Complete Weekly Activity sheet— turn in at end of class Update tracking sheet—record today’s per share prices for each stock Choose and read an article about one of your companies Write Journal Entry #9 Finish writing Business Reports

Stock Portfolio Week #10 11/10/17 FINAL WEEK! Liquidate your portfolio— sell all of the stocks that are currently in your portfolio. Put the information on your balance sheet. See the example balance sheet www.miltonangel.wordpress.com for guidance. Update Tracking Sheet Make graphs for each of your stocks (one graph for each stock) See pages 7 and 8 in the portfolio packet for instructions. Complete Business Reports. Write Final Summary in journal section. Use the Final Self-Evaluation Check Sheet to check that you have completed everything. No weekly activity sheet should be completed this week. Portfolios are due on Wednesday, 11/29. Points deducted for late submissions.