Question 1
Part a
Assume that you have $10,000 to invest. Using the internet,newspapers, investing chapter presentation materials or othersources for in
ion, select at least 2 investments, starting on any date betweenJan 21 - Feb 1. You may pick any investment instruments you wishincluding GICs, stocks (equities), bonds, mutual funds, gold,foreign exchange futures, keeping the funds under your mattress, orany other legitimate investment as long as there are at least TWOdifferent types. In other words, don't pick 2 stocks, 2 mutualfunds, or 2 GICs. If you wish, you may also "buy" and "sell" duringthe period to change what investments you hold, but if you do,assume a $10 transaction fee and include the detail. This is alearning exercise, so grading is based on what you think happenedand what you learned. You are NOT being graded on whether yourinvestments made or lost money, rather on what you learned in theprocess.
Part b
1. What is your investing objective?
2. List your original investments, amount and date "bought", andyour reasons as to why each was chosen.
3. Value of investments on March 25.
4. How did your investments perform against your expectationsand why do you think that happened?
5. With what you've seen and learned in class, what investmentstrategy would you use in the future? Include your earlier answersto questions 1 and 2
Question 1
Part a
Assume that you have $10,000 to invest. Using the internet,newspapers, investing chapter presentation materials or othersources for in
ion, select at least 2 investments, starting on any date betweenJan 21 - Feb 1. You may pick any investment instruments you wishincluding GICs, stocks (equities), bonds, mutual funds, gold,foreign exchange futures, keeping the funds under your mattress, orany other legitimate investment as long as there are at least TWOdifferent types. In other words, don't pick 2 stocks, 2 mutualfunds, or 2 GICs. If you wish, you may also "buy" and "sell" duringthe period to change what investments you hold, but if you do,assume a $10 transaction fee and include the detail. This is alearning exercise, so grading is based on what you think happenedand what you learned. You are NOT being graded on whether yourinvestments made or lost money, rather on what you learned in theprocess.
Part b
1. What is your investing objective?
2. List your original investments, amount and date "bought", andyour reasons as to why each was chosen.
3. Value of investments on March 25.
4. How did your investments perform against your expectationsand why do you think that happened?
5. With what you've seen and learned in class, what investmentstrategy would you use in the future? Include your earlier answersto questions 1 and 2
