Haley's Financial Portfolio (Level 1 - ladies)
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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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Cash0%
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Interest Bearing Products (money you lend)
0%
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Things you own 100%
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Money Invested in Cash
Amount Invested
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0
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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$0
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Products AmountInterest
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2) Select 2 Stocks and fill out the BLUE section every day (Currency has to be USD or CAD)
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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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$10,000
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 the Market Cap of these Shres? What is the Beta of these shares?What is the EPS of these stocks?What is the PE Ratio of these stocks?How many shares of the company did you buy?Price on Monday, October 22Value October 22 (Number of Shares*Current Price)Price Nov 6Value Nov 6Price Nov 7Value Nov 7Value October 29 (number of shares * current pricePrice Monday October 30Value October 30 (number of shares * current pricePrice Nov 6Value Nov 6
Price Thurs Nov 1
Value Nov 1Price Nov 2Value Nov 2Price Nov 6Value Nov 6
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Canadian TireCTC-A.TOToronto9.98BN/A21.89150.733299.4797149.493,272.34149.853280.21653277.15149.49#VALUE!150.963304.5144149.353269.2715149.493,272.34
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George Weston Ltd.WN.TOToronto11.70BN/A35.9491.823300.010893.243,351.0593.753369.375093.24#VALUE!94.983413.581290.63256.16493.243,351.05
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Apple Inc.AAPLNasdaq1.07T1.2714.96220.653300.924203.773,048.40209.953140.8520203.77#VALUE!222.223324.4112207.483103.9008203.773,048.40
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Total Value of Investment in Stocks:
9900.41459,671.789790.44353277.15#VALUE!10042.519629.349,671.78
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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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$9,900$9,672$9,790$0$03277.1510042.51
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3) Check your email every night to see who won today's challenge! Good Luck!
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