Stock Market Project

Portfolio management is an important factor that determines the performance of the portfolio. To perform well in the portfolio, it is not only essential to develop personal investment strategies, but analyzing current financial trend is also vital. Stock Trak is an online portfolio simulation that allows students to try out different investment strategies, and also get a hand on experience in what the real market trading conditions are. By managing the portfolio, I have acquired some new knowledge of investment strategies and also become more familiar with the current market by following closely to the financial headlines.

The picture above reflects the stock price in dollars of our company over the frame of 10 periods. While the stock price of our company has thoroughly and exponentially increased in the overall time period, there are two small dips in the 2nd and 3rd time period. One of the few reasons for these dips could be the reformulation of the brand. The brand previously contained alcohol in its original formulation. Only few of these kinds of changes are positively perceived in the market. Hence, with such drastic changes people might be uncertain if they want to buy the stock price reducing the demand of the stock, decreasing the stock price of Allstar.

Choosing two profitable stocks amongst a myriad of potential alternatives is a daunting task to say the least. In order to narrow my choices from thousands to two, I examined several aspects of companies I was interested in. Among these were, company overview, alpha and beta ratings, price ratios, price charts, and company headlines. After evaluating this information, I chose Intuit INC (INTU) listed on the NASDAQ and Johnson and Johnson (JNJ) listed on the NYSE.

Although this investment class can be considered the most conservative of the three, the low yield of government bonds in the past 10 years does not lend a comparative metric against many other investment opportunities (Jacobs, 2012). The fixed rate of these instruments allows for a guaranteed return, but should only be utilized at a point in an investing cycle when risk is higher than potential income growth. The 25% allocation that is invested in this class is positioned to provide a long term guaranteed investment, with the possible that these lower rates will not rise significantly in the next few years.

What list of funds can you invest in? Some companies start employees in a default fund, which could be very conservative. This means what you put in is what you get out many years later. After a few years, you may not be impressed with the growth and may find it useless. However, talking with a professional would help you determine a strategy that would help you

The “Stock Market” is a term that actually describes several markets such as the New York Stock Exchange NASDAQ, where the stocks of companies are traded. Shares in a company are sold and the shareholders then become part owners of the company. Offering shares of stock raises money for continued research and development of company products or services.

3. At what price would you recommend that Rosetta Stone shares be sold?Rosetta Stone: Pricing the 2009 IPO

The stocks I brought were growth stocks, values stocks, and income stock. Investing in growth stock will allow my share within the company to be more profitable, because the companies’ profits are reinvested creating a substantial amount of cash flow within the company. I brought value stock, because there are companies that I believe will be worth investing in for their long-term growth. I could diversify between different companies ranging from most popular to unpopular. Finally yet importantly income stock, which will gradually grow during my time horizon to offset inflations within my stocks. Purchasing these three types of stocks will allow me to split up my initial $100,000 fund into the industries I am going to invest in.

The following section will show the ratios and percentages figured by using these two companies’ financial statements. A comparison will be used to compare the companies to one another. People will always needs cars to get around whether it’s for education, work or tourism. By comparing these companies we will know which company maybe the best to invest and to determine which companies will survive in the future. Take a look at Table 1 below as it provides a full listing of

This can help determine whether or not to sell or buy more as the stock might be in the bull market. I made more than a few mistakes because I did not read and analyze the stock more. The first mistake was selling Fitbit too early. The stock I thought would be on the rise because everyone would be buying it for a christmas gift. However during the two weeks that I held it Fitbit dropped quite a bit. Considering I bought 3000 stocks of FIT I was worry. When FIT rose one day I sold it immediately. It turned out that there was a came that FIT was being bought by a chinese company. The stock rose over one dollar which would have made my portfolio

On May 17, 1792 24 stock brokers signed the Buttonwood Agreement on Wall Street in New York City under a Buttonwood tree. The agreement formed a centralized exchange that eliminated the need for auctioneers. It also set up rules for the trading of public bonds that were used to pay for the American Revolution. In 1817, a formal organization was setup and named the New York Stock Exchange & Board. In 1863 it was renamed the New York Stock Exchange and in 1903 it moved to its present headquarters at 18 Broad Street.

     The New York Stock Exchange traces its origin back 200 years. Centuries of growth and innovation the NYSE remains the world’s foremost securities marketplace. Over the years its commitment to investors has been unwavering and its persistent application of the latest technology has allowed it to maintain a level of market quality and service that is unparalleled. The NYSE has grown to become the global marketplace of today.

While forming my project, I found that the questions I was assigned to complete all tied into the overall outcome of the project. Some of the key questions I was trying to answer in this project included, what is the value of the stock? How the sales forecast affected the overall stock price? What effect does each ratio have on the free cash flows? What variables have the greatest impact on the stock price? What is the terminal growth rate? What was the WAAC? What are the number of outstanding shares? After conducting thorough research on the company and using calculations

What aspects of the project might invalidate the ranking you just derived? How should we correct for each investment’s time value of money, unequal lifetimes, riskiness and size?

Just after the student decided what he wanted to invest; He invested a small amount of money to prevent a big loss. The first investment was made in a mutual fund; This kind of stock grows slow, this makes them easier to manage and safer. The student invested $2,000 in a company called ‘American Funds Euro Pacific Growth A (AEPGX)’. It is a company that helps small businesses to growth; according to the charts the student thought it was a good idea to start investing in this company, since it is a long term the price of the stock rises or decreases in a slow rate.