Stock Portfolio Analysis Excel Assignment
Question Details
Assignment 1: Excel Project
This assignment is based upon the Lab 4: Own Your Own Stock Portfolio Analysis assignment and consists of two parts”an Excel-based assignment and a paper.
You have been assigned to evaluate the stock market performance of firms who manufactures accounting software products. Your evaluation will be based upon large and medium market firms. The firms are as follows:
Large Market Stocks
Lawson Software (Lawson Software: NASDAQ)
Oracle Software (Oracle Corp: NASDAQ)
SAP (SAP AG: NYSE)
Medium Market Stocks
Microsoft Great Plains (Microsoft: NYSE)
QuickBooks (Intuit: NASDAQ)
Peachtree (Sage Grp: LSE)
Part 1: Excel Spreadsheet Assignment
Scenario 1
Using the start date of the previous quarter (i.e., if you are taking this class in January 2011, use October 1 as your date), purchase $100,000 of shares for each of stocks listed above. Track their performance each day for the next 90 days, noting gains and losses each day. At the end of the 90 day period, calculate your net gain (or loss) for each stock and your total investment.
Scenario 2
You will repeat the steps from Scenario 1, except that instead of investing $100,000 in each stock, you will invest $150,000 in four stocks, however, two must be from each market segment (large vs. medium). At the end of the 90 day period, calculate your net gain (or loss) for each stock and your total investment.
Scenario 3
You will repeat the steps from Scenario 1, except that instead of investing $100,000 in each stock, you will invest $300,000 in two stocks, however, one must be from each market segment (large vs. medium). At the end of the 90 day period, calculate your net gain (or loss) for each stock and your total investment.
Scenario 4
You will repeat the steps from Scenario 1, except that instead of investing $100,000 in each stock, you will invest $600,000 any which way, as long as you choose at least two stocks. At the end of the 90 day period, calculate your net gain (or loss) for each stock and your total investment.
Note
Do not worry about any commission fees.
Assignment
Determine how much money you earned or lost with each stock on a daily basis.
Instructions on how to complete
A?· Start your scenario using the opening day price for each stock as your purchase price and use the closing stock price to calculate how much money you earned or lost each day.
A?· Track the stock for 90 consecutive days that the market is open.
Submit
One Excel workbook that contains each of the four scenarios. You will need to use the appropriate Excel formulas and functions which will show the instructor how you derived your results.
Part II: Paper
Write a three to four (3-4) page paper that summarizes your findings from the four scenarios as well as how using Microsoft Excel helped your with this process, using the following outline:
Summarize the various accounting systems that each firm provides.
Explain the results from the four scenarios.
Analyze the four scenarios and develop a scenario that would have exceeded the results from your best scenario.
Explain how Excel helped you with this activity and what other activities you could have done in Excel with the data provided.
The format of the report is to be as follows:
Typed, double spaced, Times New Roman font (size 12), one-inch margins on all sides, APA format.
Use headers for each of the subjects being covered, followed by your response.
In addition to the three to four (3-4) pages required, a title page is to be included. The title page is to contain the title of the assignment, your name, the instructor’s name, the course title, and the date.