Assignment 4
In your portfolio value Excel spreadsheet, record the international stock purchases you made this ► week, adding them to your previous portfolio.
With the addition of your international stocks, revalue your current stock portfolio. Remember to adjust the value of your previous stock purchases for their current market value.
Calculate the percent changes in each stock’s value and the total change in your portfolio’s value before and after the addition of international stocks.
In a Word document, submit a recap of your activity and address the Checklist items below. Be sure to include an analysis of your decisions explaining your stock choices in your notes.
Checklist:
Summarize your investment activity this week, analyzing your choices.
Describe the process of fundamental stock value analysis.
Discuss the concepts behind technical stock value analysis.
Explain the impact of dividends on stock values.
Calculate the value of the revised stock portfolio and the changes in the value of each security the portfolio holds.
