Stock Market Project – Portfolio Performance Worksheet
Chart
Name
S&P 500
Price on
Ticker October 16
1721.54
Amount
TOTAL:
Value on
October 16
$
-
Price
Today
Value Today
1837.88
TOTAL:
$
-
Instructions
1. What are the five stocks you picked? Write the names in the “Name” column A and the
ticker symbols in the “Ticker” column
2. Write the prices when you bought them, back in the first assignment, in “Price on
October 16th” column
3. How many shares did you buy? Write the number of shares in “No. of Shares”
4. What is the total value of that stock in your portfolio? For each stock, multiply the price
by the number of shares, and write your answer in the “Price on October 16th” column
5. Find the prices of your stocks today, and write them in the “Price today” column
6. Multiply the “Price today” by the “No. of Shares” to determine the value of your holding
today.
7. Calculating performance: the formula is (Price today – Price on October 16th) / Price on
October 16th
a. What is the new price of your stock? ________
Percent
Change
6.76%
0.00%
b. What is the price at which you bought your stock? ________
c. a. – b. = ________
d. c. divided by the price at which you bought your stock = ________
e. Multiply d. by 100 – this is the percentage change in the price of your stock
i. You can also do this for your entire portfolio to determine the change in
value of your portfolio
f. Write this number as a percentage in the “Pct. Change” column
8. Do the same for the S&P 500
a. What is the value of the S&P 500 today?
b. What is the percentage change in the S&P 500 since the start of your project?
c. Is your portfolio outperforming or underperforming the S&P 500?