EXCEL STOCK MARKET PROJECT
Pick five of the following
companies for your $25,000 investment portfolio:
|
1.
Costco
Wholesale |
10.
Verizon |
18.
Coca Cola
Co. |
|
2. Liz Claiborne |
11. ChevronTexaco Corp. |
19.
Disney |
|
3. Microsoft |
12.
Wal-Mart |
20.
Abercrombie
& Fitch |
|
4. Intel |
13.
Target
Corp. |
21.
American
Eagle Outfitters |
|
5. Gap, Inc. |
14.
Skechers,
USA |
22.
Wet Seal |
|
6. Guess, Inc. |
15.
Nike |
23.
Wendy’s |
|
7.
Krispy Kreme |
16.
Reebok |
24.
Outback
Steakhouse |
|
8. Starbucks |
17.
PepsiCo |
25.
McDonald’s |
|
9. Tommy Hilfiger |
|
|
You are not
limited to these sites. They are
suggested to help you choose your FIVE companies. You can find resources to research your stocks on the Internet at
nyse.com, nasdaq.com, stockmaster.com, bloomberg.com, quote.com, dowjones.com,
cnnfi.com, bizcharts.com, or fool.com.
Open
a workbook in Excel and call it Stocks.xls You will include all assigned spreadsheets in the same workbook.
|
I. DESIGN a Stock Portfolio worksheet using Excel. |
Information for each
company: |
·
Spreadsheet title: Stock Portfolio ·
Include rows for each of the 9 requirements, and columns for each of the 5 companies. ·
Merge columns in the rows showing combined
figures. ·
Use formulas to arrive at *numbers. ·
Use borders and shading to
organize the information. · Rename the Sheet 1 tab at the bottom of your page--Portfolio. |
|
1. Date of
investment |
||
|
2. Company name |
||
|
3. Company’s
ticker symbol |
||
|
4. Initial price
of one share |
||
|
5. Number of
shares |
||
|
6. Dollar amount
invested* |
||
|
Information for combined
purchases: |
||
|
7. Total dollar
amount invested* |
||
|
8. Total number
of shares* |
||
|
9. Average cost
of one share* |
|
II. DESIGN a Stock Quotes worksheet to
track your investments |
Stock quotes information: |
·
Title:
Stock Quotes & Totals ·
Include columns
for date and your 5 companies. ·
Add columns
for each company’s current total value. ·
Add a column
for the combined total. ·
Rows
will increase with added quotes. ·
Use formulas
to arrive at *numbers. ·
Use borders and shading. ·
Rename Sheet
2 tab--StockQuotes. |
|
1. Names of each
of 5 companies |
||
|
2. Numbers of
shares purchased |
||
|
3. Dates and
closing prices |
||
|
Stock Totals information: |
||
|
4. Current total
value* for each company |
||
|
5. Total
investment value* for all companies on a given date |
·
For help
creating formulas, refer to “Formula Basics” in Student Resources.
·
Your teacher may post sample spreadsheets with
ideas for structuring information.
ASSIGNMENT: You will use your Stock
Quotes worksheet to keep track of your current stock price on 3 different days
each week, throughout the semester.
Near the semester’s end, you will follow instructions for completing
this assignment.
Copyright Notice: No materials on any of the
Bellingham Schools’ web pages may be copied without express written permission
unless permission is clearly stated on the page.
Teacher Tips / Permission / Image Information / Return to Tech
Connections Homepage / District
Homepage
Bellingham Public Schools. 1306 Dupont St. Bellingham WA 98225-3198