Stock Market Challenge
Stock Market Challenge
Your company has just received $100,000 Canadian from Dave Chilton, author of a Canadian bestseller "The Wealthy Barber". He has heard about your company and wants to see if you can make his money grow.
A sample of how to track your stock investments over the next weeks days using an Excel (spreadsheet) is provided below. This will give your client a short-term view of how their portfolio has performed.
Other Requests:
• The value of the portfolio must be $100,000 Canadian (+/- $10)
• Portfolio must include a minimum of 5 stocks up to a maximum of 10.
• Choose stocks from the “Forbes 40” or the Globe and Mail business section.
• Make sure if the stock price is stated in U.S. currency that you convert it to Canadian.
• No stock can make up more that 40% of the total value of the portfolio.
|1 |A |B |
|1 |Part A: Investment Rationale & Co. Background | |
| |explanation of each stock selection and type (5) | |
| |company background provided |/25 |
|2 |Part B: Tables/Graphs | |
| |Table - landscaped with border, shading, centered, formatted | |
| |Table - print formulas |/20 |
| |Graphs - Titles, pattern fills, axes labelled, legends (4 graphs) 2 per page. | |
| |You are handing in the following items. | |
| |2 Excel tables (1 with formulas showing ) | |
| |4 Charts (2 per page) | |
| | |/20 |
| | | |
| | | |
| | | |
| | |/75 |
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