Jacob's Financial Portfolio (Level 1)
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Total Principal (money you start investing): $10,000N
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1) Select how to Divide the Principal
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How do you want to distribute your Principal? Tell me what percentage you want to invest in each category below.
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Cash20%
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Interest Bearing Products30%
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Things you own 50%
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Money Invested in Cash Amount Invested
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$2,00020.7
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Money invested in Interest Bearing Products (money you loan to others) - WE DIDN"T LEARN THIS YET
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Amount Invested$3,000
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Products AmountInterest
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2) Select 2 Stocks and fill out the BLUE section every day
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FILL OUT THIS SECTION EVERY DAY
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Money invested in things you own Amount Invested
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$5,000
Every day look up the Price of the Share on Yahoo Finance and calculate the Value. Value = Number of Shares x Price of the Share on that day.
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Company Name: Add the Name of the Company you are Investing in. Remember to go to Yahoo Finance and get the correct name.
Ticker: What is the 2-5 letter code next to the company name? The Ticker is how we follow the company in the stock market.
Stock Market: What stock market is the company listed on? On Yahoo Finance look under the name of the company. What is Market Cap for each stock?What is Beta for each stock?What is EPS?Whar is PE Ratio?How many shares of the company did you buy?
Price on Monday, October 15
Value October 15 (Number of Shares*Current Price)
Price Tuesday, October 16
Value Tuesday, October 16(Number of Shares*Current Price)
Price Wednesday October 17
Value October 17 (Number of Shares*Current Price)
Price Thursday October 18
Value October 18 (Number of Shares*Current Price)
Price Friday October 19
Value October 19 (Number of Shares*Current Price)
Price (Oct 23)
Value (Oct 23)
Price (Oct 24)
Value (Oct 24)
Price (Oct 25)
Value (Oct 25)
Price (Oct 26)
Value (Oct 26)
Price (Oct 29)
Value (Oct 29)
Price (Nov 5)
Value (Nov 5)
Price (Nov 6)
Value (Nov 6)
Price (Nov 7)
Value (Nov 7)
Price (Nov 8)
Value (Nov 8)
Nov 22
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Alphabet Inc.GOOG2$1,092.25$2,184.50$1,121.28$2,242.56$1,115.69$2,231.38$1,087.97$2,175.941,096.402,192.802547.781050.712101.422215.5
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Netflix Inc.NFLX8$333.13$2,665.04$346.40$2,771.20$364.70$2,917.60$346.71$2,773.68332.672,661.36333.162665.28301.83312.872249.1299.83
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KapStone Paper and Packaging CorporationKSNYSE3.43B3.93.0611.447031.032172.131.242186.832.132502.9631.652398.6434.992449.335245035245034.952446.534.952446.5
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Activision Blizzard, IncATVINasdaqGS51.45B1.050.66102.713267.482159.3669.052209.669.322218.2468.992207.6864.342058.8850.851625.6
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Activision Blizzard, Inc.
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Total Value of Investment in Stocks: $4,849.54$5,013.76$5,148.98$4,949.624,854.164837.384288.224752.064614.144608.66
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Total Portfolio Value (Cash + Something you loan + Something you own (Stocks)
Day 1 (October 15) Day 2 (October 15) Day 3 (October 15) Day 4 (October 15) Day 5 (October 15)
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$9,850$10,014$10,149$9,950$9,854$9,837$9,288$9,752$9,614$9,609
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3) Check your email every night to see who won today's challenge! Good Luck!
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