GSSC 1027 Winter 2019 Assignment #1: Investing
For this assignment, assume that you have $10,000 to invest.Using the internet, newspapers, investing chapter presentationmaterials or other sources for information, select at least 2investments, starting on any date between Jan 21 â Feb 1. You maypick any investment instruments you wish including GICs, stocks(equities), bonds, mutual funds, gold, foreign exchange futures,keeping the funds under your mattress, or any other legitimateinvestment as long as there are at least *TWO* different types. Inother words, donât pick 2 stocks, 2 mutual funds, or 2 GICs. If youwish, you may also âbuyâ and âsellâ during the period to changewhat investments you hold, but if you do, assume a $10 transactionfee and include the detail. This is a learning exercise, so gradingis based on what you think happened and what you learned. You are*NOT* being graded on whether your investments made or lost money,rather on what you learned in the process. The assignment is worth15% of your course mark, so invest you time accordingly.
The assignment is in two parts:
First part is your starting position. Hand in on paper (one-pagemaximum, less is more) in the February 5 or 6 class:
1. What is your investing objective?
2. List your original investments, amount and date âboughtâ, andyour reasons as to why each was chosen.
GSSC 1027 Winter 2019 Assignment #1: Investing
For this assignment, assume that you have $10,000 to invest.Using the internet, newspapers, investing chapter presentationmaterials or other sources for information, select at least 2investments, starting on any date between Jan 21 â Feb 1. You maypick any investment instruments you wish including GICs, stocks(equities), bonds, mutual funds, gold, foreign exchange futures,keeping the funds under your mattress, or any other legitimateinvestment as long as there are at least *TWO* different types. Inother words, donât pick 2 stocks, 2 mutual funds, or 2 GICs. If youwish, you may also âbuyâ and âsellâ during the period to changewhat investments you hold, but if you do, assume a $10 transactionfee and include the detail. This is a learning exercise, so gradingis based on what you think happened and what you learned. You are*NOT* being graded on whether your investments made or lost money,rather on what you learned in the process. The assignment is worth15% of your course mark, so invest you time accordingly.
The assignment is in two parts:
First part is your starting position. Hand in on paper (one-pagemaximum, less is more) in the February 5 or 6 class:
1. What is your investing objective?
2. List your original investments, amount and date âboughtâ, andyour reasons as to why each was chosen.
