Stock PortfolioGetting Started

8/16/13• 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 or NASDAQ and should be priced at $5 or higher.

• Update Tracking Sheet with each stock’s price• Journal Entry #1:– Complete 3 profile sheets. One for each company you’ve

decided to invest in.

Stock Portfolio Week #1 8/23/13All should be completed by the end of the period

• Complete Weekly Activity sheet— turn in at end of class

• Update tracking sheet• Write journal entry #1 (should be labeled Journal #1,

8/23/13):– How has the value of your portfolio changed since

last week? Speculate as to why your stock values have changed.

– Explain your decision-making for this week—are you holding? Why? Are you selling and buying? Why? If you are buying/selling, explain the rationale for buying the new stock.

Stock Portfolio Week #2 8/30/13All should be completed by the end of the period

• Complete Weekly Activity sheet— turn in at end of class

• Update tracking sheet• Write journal entry #2 (should be labeled Journal #2,

8/30/13):– How has the value of your portfolio changed since

last week? Speculate as to why your stock values have changed.

– Explain your decision-making for this week—are you holding? Why? Are you selling and buying? Why? If you are buying/selling, explain the rationale for buying the new stock.

Stock Portfolio Week #3 9/6/13• Complete Weekly Activity sheet— turn in• Update tracking sheet• Write Journal entry #3 (labeled Journal #3 9/6/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Speculate as to why your stock values have changed. How has the value of your portfolio changed since you bought your current stocks?Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

Stock Portfolio Week #4 9/13/13• Complete Weekly Activity sheet— turn in at the end of class• Update tracking sheet• Write Journal entry #4 (labeled Journal #4 9/13/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Since you first bought your stocks? Speculate as to why your stock values have changed. Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

• Complete Self-Evaluation sheet #1— turn in at the end of class

Stock Portfolio Week #5 9/20/13• Complete Weekly Activity sheet— turn in• Update tracking sheet• Write Journal entry #5 (labeled Journal #5 9/20/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Speculate as to why your stock values have changed. How has the value of your portfolio changed since you bought your current stocks?Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

Stock Portfolio Week #6 9/27/13• Complete Weekly Activity sheet— turn in• Update tracking sheet• Write Journal entry #6 (labeled Journal #6 9/27/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Speculate as to why your stock values have changed. How has the value of your portfolio changed since you bought your current stocks?Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

Stock Portfolio Week #7 10/4/13• Complete Weekly Activity sheet— turn in• Update tracking sheet• Write Journal entry #6 (labeled Journal #7 10/4/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Speculate as to why your stock values have changed. How has the value of your portfolio changed since you bought your current stocks?Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

Begin researching and writing Business Reports. One report for each of three companies—3 reports total. See instructions on page 6 of the instructional packet.

Stock Portfolio Week #8 10/11/13• Complete Weekly Activity sheet— turn in• Update tracking sheet• Write Journal entry #8 (labeled Journal #8 10/11/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Speculate as to why your stock values have changed. How has the value of your portfolio changed since you bought your current stocks?Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

Complete Self-evaluation #2— turn inContinue researching and writing Business Reports. 3 reports total. See

instructions on page 6 of the instructional packet.

Stock Portfolio Week #9 10/18/13• Complete Weekly Activity sheet— turn in• Update tracking sheet• Write Journal entry #9 (labeled Journal #9 10/18/13):• 1st paragraph:

Write a summary (in your own words, no cutting and pasting) of an article pertaining to one company in your portfolio. Follow the instructions on page 5 of your instructional packet for documenting the article.

-- 2nd paragraph: Reflect on the article you read. Make some assumptions about how your portfolio may be affected by the information in the article.

-- 3rd paragraph:How has the value of your portfolio changed since last week? Speculate as to why your stock values have changed. How has the value of your portfolio changed since you bought your current stocks?Explain your decision making for this week—are you holding? Why? Are you selling and buying? Why? If you are selling/buying, explain your rationale for choosing the new stock.

Continue researching and writing Business Reports. 3 reports total. See instructions on page 6 of the instructional packet.

For any stocks you have sold, you may begin creating graphs. Follow the instructions on page 7 of the portfolio packet.

Stock Portfolio Week #10 10/25/13

• Liquidate your portfolio— sell all of the stocks that are currently in your portfolio. Put the information on your balance sheet. Remember to subtract the transaction fee (-9.99), then add the total transaction to your current balance.

• 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. See page 6 in the Portfolio packet

for instructions.• Write final Summary. See #9 on page 3 of instructional packet.• No weekly activity sheet or article summary/journal entry should

be completed this week. • Due on Friday, 11/1/13