A $100,000 investment was tracked using five common stock investments (see attachment). Weekly calculations were made using Microsoft Excel.A 2 page paper (500 word Minimum) detailing the reasons the stocks were chosen and what an investor would do differently based on Corp Finance concepts. It is very important to discuss what types of calculations or theories may be used now that were not known when stocks were first selected. Please include references and any in-text citations.
stock_portfolio__report_.xlsx

Unformatted Attachment Preview

Week 1: Save information for future weeks (Do Not Delete)
Week 1
Number Closing
Shares
Price
Week 1 Total
Company
Symbol
$23.00
$18,262.00
Bloom Energy
BE
794
$63.00
$27,342.00
Kellog Company
K
434
$24.00
$19,200.00
JD.COM
JD
800
$6.00
$14,406.00
Translate Bio
TBIO
2401
$77.00
$20,790.00
Square, Inc
SQ
270
$100,000.00
Week 2 – Post the information below into the Portfolio Template Link
Week 1
Week 2
Number Closing
Closing
Shares
Price
Week 1 Total
Price
Week 2 Total
Company
Symbol
$23.00
$18,262.00
$19.45
$15,443.30
Bloom Energy
BE
794
$63.00
$27,342.00
$65.01
$28,214.34
Kellog Company
K
434
$24.00
$19,200.00
$21.70
$17,360.00
JD.COM
JD
800
$6.00
$14,406.00
$6.50
$15,606.50
Translate Bio
TBIO
2401
$77.00
$20,790.00
$73.27
$19,782.90
Square, Inc
SQ
270
$100,000.00
$96,407.04
Week 3 – Post the information below into the Portfolio Template Link
Week 1
Number Closing
Shares
Price
Week 1 Total
Company
Symbol
Bloom Energy
BE
794 $ 23.00 $ 18,262.00
Kellog Company
K
434 $ 63.00 $ 27,342.00
JD.COM
JD
800 $ 24.00 $ 19,200.00
6.00 $ 14,406.00
Translate Bio
TBIO
2401 $
Square, Inc
SQ
270 $ 77.00 $ 20,790.00
$ 100,000.00
Week 3
Closing
Price
$ 16.04
$ 61.73
$ 23.05
$
6.80
$ 70.59
Week 4 – Post the information below into the Portfolio Template Link
Week 1
Week 4
Number Closing
Closing
Shares
Price
Week 1 Total
Price
Company
Symbol
$23.00
$ 18,262.00
Bloom Energy
BE
794
$ 14.99
$63.00
$ 27,342.00
Kellog Company
K
434
$ 61.74
$24.00
$ 19,200.00
JD.COM
JD
800
$ 19.27
$6.00
$ 14,406.00
Translate Bio
TBIO
2401
$ 6.98
Week 3 Total
$ 12,735.76
$ 26,790.82
$ 18,440.00
$ 16,326.80
$ 19,059.30
$ 93,352.68
Week 4 Total
$11,902.06
$26,795.16
$15,416.00
$16,758.98
Square, Inc
SQ
270
$77.00
$ 20,790.00
$100,000.00
$ 63.47
$17,136.90
$88,009.10
Week 5 – Post the information below into the Portfolio Template Link
Week 1
Week 5
Number Closing
Closing
Shares
Price
Week 1 Total
Price
Company
Symbol
$23.00
$ 18,262.00
Bloom Energy
BE
794
$ 16.45
$63.00
$ 27,342.00
Kellog Company
K
434
$ 63.65
$24.00
$ 19,200.00
JD.COM
JD
800
$ 21.23
$6.00
$
14,406.00
Translate Bio
TBIO
2401
$ 7.23
$77.00
$ 20,790.00
Square, Inc
SQ
270
$ 69.84
$100,000.00
Week 5 Total
$13,061.30
$27,624.10
$16,984.00
$17,359.23
$18,856.80
$93,885.43
Week 6 – Post the information below into the Portfolio Template Link
Week 1
Week 6
Number Closing
Closing
Shares
Price
Week 1 Total
Price
Company
Symbol
$23.00
$ 18,262.00
Bloom Energy
BE
794
$ 15.87
$63.00
$ 27,342.00
Kellog Company
K
434
$ 60.84
$24.00
$ 19,200.00
JD.COM
JD
800
$ 20.93
$6.00
$ 14,406.00
Translate Bio
TBIO
2401
$ 8.53
$77.00
$ 20,790.00
Square, Inc
SQ
270
$ 60.78
$100,000.00
Week 6 Total
$12,600.78
$26,404.56
$16,744.00
$20,480.53
$16,410.60
$92,640.47
Legend:
Symbol
Each public company has a stock symbol that is used to get information about that company and its
common stock. To find the symbol at http://finance.yahoo.com, Enter a company name that you believe
might be a public company in the “Get Quote” selection box. The symbol will appear in the left most colu
next to the name
Number of Shares
Enter in the number of shares of common stock you wish to purchase.
Week # Total
As in Week 1 Total or Week 2 Total. This is the number of shares times the closing price for that week
Closing Price
The closing price is the final price of the common stock as shown at http://finance.yahoo.com anytime a
4pm EST on Friday until 8am EST on the following Monday.
Current Week
Gain/Loss $
Represents the gain or loss you made during this period in dollars. Substract week 1’s total from the Cu
week’s total for each stock.
Net Gain/Loss %
Represents the percentage gain or loss for this period. Divide the week 1 total from current week’s gain
loss $ for each stock.
Current Week
Net
Gain/Loss $ Gain/Loss %
$ (2,818.70)
-15.43%
$
872.34
3.19%
$ (1,840.00)
-9.58%
$
1,200.50
8.33%
$ (1,007.10)
-4.84%
($3,592.96)
-3.59%
Current Week
Net
Gain/Loss $ Gain/Loss %
$ (5,526.24)
-30.26%
$
(551.18)
-2.02%
$
(760.00)
-3.96%
$
1,920.80
13.33%
$ (1,730.70)
-8.32%
($6,647.32)
-6.65%
Current Week
Net
Gain/Loss $ Gain/Loss %
($6,359.94)
-35%
($546.84)
-2%
($3,784.00)
-20%
$2,352.98
16%
($3,653.10)
($11,990.90)
-18%
-12%
Current Week
Net
Gain/Loss $ Gain/Loss %
($5,200.70)
-28%
$282.10
1%
($2,216.00)
-12%
$2,953.23
21%
($1,933.20)
-9%
($6,114.57)
-6%
Current Week
Net
Gain/Loss $ Gain/Loss %
($5,661.22)
-31%
($937.44)
-3%
($2,456.00)
-13%
$6,074.53
42%
($4,379.40)
-21%
($7,359.53)
-7%
mation about that company and its
nter a company name that you believe
symbol will appear in the left most column
hase.
es times the closing price for that week.
n at http://finance.yahoo.com anytime after
s. Substract week 1’s total from the Current
e week 1 total from current week’s gain or
41.96
0
0
201.59
4031.8
4029.8 96.03908

Purchase answer to see full
attachment