stock journal 17

You may be following your stock every day, but if you’re not, for Week 8 you must:

1. Record the current price of the stock for each company you selected in Week 3’s Stock Journal. You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day). Using MS Excel spreadsheet or MS Word document, put your Week 3 and Week 8 stock prices side-by-side, to show your comparison.
2. Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your total based on the number of shares and the new price per share, for each company.
3. Provide your opinion / assessment of your investments. Evaluate the results of your current investment. Are you happy with the result and the trend? Are you upset because you’re investment is worth less than $25,000. Feel free to speculate / guess at why you believe the stock increased, decreased, or remained static.

This is week 3 stock journal

Stock Investment Plan Journal

Posted by Jebbeh Sawyer at Wednesday, October 17, 2018 8:46:46 PM

According to Brown, R. (2012), the decision to invest in the stock market encompasses an investment vehicle although there are constraints of risk and return measures in the selecting of the right stock in a portfolio. In essence, the understanding of the risk and return metric implication on a portfolio facilitates the realization of optimal benefits from an investment portfolio (Reilly, & Brown, 2011). The selection of stock into a portfolio takes into consideration the returns which involve capital gains and dividends paid by the company. In this case, the decision to allocate $25,000 will put into consideration the prospect of returns on each of the stock as well as the overall risk of the portfolio.

My portfolio will consist of Apple Inc. Tesla motors and western union stock. The portfolio consists of two stocks traded in the NASDAQ stock market which consist of technology-based companies and the other companies’ trades in the NYSE exchange market. Moreover, while selecting the stocks basing on the stock’s risk and return assessment, it is imperative to allocate different weights on the portfolio to facilitate adequate diversification of the portfolio. The three stocks constitute of a value company and high growth company characteristics which contribute to effectively diversify the risk of the portfolio as well as receive substantial value.

The Apple stock is selected on merit that it is one of the most valued company and thus the return in the form of dividends would be lucrative for any investor. More so, although the performance of the stock in the market has experienced shaky times, it bears a low level of risk. Tesla Motors is one of the destined prospects in the line of automotive industry. Tesla rise to prominence has placed it in the stock market as one of the most active stock hence would yield value in capital gains. The Western Union Company is a company that comprises of both value company and growth company characteristics hence an ideal stock to absorb the high risk on Tesla motors stock. The stocks presume the order of Apple being first, the Western Union being second and Tesla motors being third.

The portfolio consists of 47 Apple Inc. stock worth of $ 10,377.60 which accounts for 41.53% of the portfolio and also 401 western union company stock with a total value of 7,388.00 claiming a share of 29.64% of the portfolio. The Tesla motors stock claims a 28.82% proportion of the portfolio which accounts for $7,201.17 in value for 27 stocks. The total portfolio value is $24,985.24 which consist of a well-diversified stock pool. The allocation of the portfolio depends on the risk and return payoff whereby Apple would yield the greatest value whereas its risk level is medium.

References

Brown, R. (2012). Analysis of investments & management of portfolios.

NASDAQ. (2018). Retrieved from http://www.nasdaq.com/

Reilly, F. K., & Brown, K. C. (2011). Investment analysis and portfolio management. Cengage Learning.

The New York Stock Exchange | NYSE. (2018). Retrieved from http://www.nyse.com/

Yahoo Finance. (2018). Retrieved from https://finance.yahoo.com/quote/WU?p=WU

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