Question

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. Your final journal assignment will be to report the final value of your shares in Week 10.

Answer 1

Please see the table below:

The third row will help you understand how values in each column had been calculated.

Stock	Week 3 Price	Investment Amount	Nos. of shares bought	Week 8 Price	Investment Value in week 8	Gain loss
	$ / share	$	nos.	$
	A	B	C = B / A	D	E = D x C	F = E - B
Accenture	148	3,700	25	160	4,000	300
Amazon	1,632	16,320	10	1,627	16,270	(50)
Apple	153	4,900	32	171	5,472	572
Total		24,920			25,742	822

I have invested at week 3 a total amount of $ 25,000 approx across three stocks Accenture, Amazon and Apple. All the stock prices have been taken from : https://www.marketwatch.com/investing/stock/aapl

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.

Week 3 and week 8 prices have been recorded in the table above. Accenture and Apple share prices have gone up however that of Amazon has declined.

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.

Shown in the table above

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. Your final journal assignment will be to report the final value of your shares in Week 10.

It's too short a period to comment upon any equity investment. Equities tend to perform well over a larger span of time. However, even over a short period of 5 weeks, we have managed to gain $ 822 upon an investment of $ 24,920. This is roughly 3.30% gain in 5 weeks. On an annualized basis, this translates into a gain of 3.30% / 5 x 52 = 33% approximately. Hence, I am satisfied with the returns on my investment. While one stock in my portfolio declined, my overall portfolio made a gain.

There are various reasons why stock prices go up or down. However, the time frame involved is so small that there will hardly be any material fundamental change in the performance of the companies. Hence, over a short run, these fluctuations can be ascribed to supply and demand of these stocks. Also quarter ending 31st December 2018 results would have got announced in between. This may have also led to some fluctuations.