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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