ELECTRONIC RESEARCH AND COMMUNICATION
Unit Assignment
You are the owner of Mississauga Financial Advisors Ltd. (MFAL). Your specialty is creating stock
portfolios for clients. You have been very successful for over 10 years because of your research,
your professionalism with clients, and your instincts. Your reputation has helped you to attract
many new clients.
A client approaches you with a $20 000 cheque. He tells you he knows nothing about the stock
market and he wants you to invest this money for him. His goal is a 10% return on his investment.
BUSINESS REQUIREMENTS
1. You are going to buy $20 000 worth of stock. The stocks you buy must be listed on the Toronto
Stock Exchange. You must purchase a minimum of 5 stocks.
2. You are going to track this stock for a minimum of 2 weeks to determine the value of the
portfolio.
3. You will research the companies whose stock you purchased and develop an understanding of
their strengths. You will use primary and secondary data.
4. You will report your results to your client in a professional manner.
SPECIFIC REQUIREMENTS
1. A formal business letter (with appropriate letterhead) that introduces yourself, your business,
your investment philosophy, and an explanation of why you think clients are making the right choice
investing with you. This letter should be 1 page.
2. An appendix to this letter that includes:
A. A spreadsheet that summarizes the original amounts of stock purchased. This spreadsheet
should be professionally organized and display the following column headings:
(i)
(ii)
(iii)
(iv)
(v)
Company name
Stock symbol
Purchase price
Number of shares purchased
Total amount spent per stock.
As well, you should provide the total number of shares purchased and the average price
per share of all shares in the portfolio.
ER – Unit Assignment
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NOTE: YOU MUST INCLUDE A LIST OF FORMULAS USED IN THIS
SPREADSHEET. WRITE IT ON THE BOTTOM OF THE SPREADSHEET OR ON A
SEPARATE SHEET OF PAPER.
B. A chart that illustrates the information in A
C. A brief description of the companies you chose and some information that you feel make
this company a good investment (1 – 2 pages). NOTE: YOU MUST
PROVIDE A REFERENCE FOR YOUR INFORMATION.
3. At least 2 follow up spreadsheets that track the performance of the investment. These follow
up spreadsheets should be spaced apart chronologically. Do not report results from 2 days in a
row. You will compare the current value of the portfolio to the original $20000 investment. These
spreadsheets should also contain the same information that your original spreadsheet did and
charts that illustrate the performance of the portfolio. You should compare actual results to the
client’s desired goal of a 10% return.
4. An email or fax to your client that presents the opportunity to buy quantities of another stock
that you feel is a good investment. This stock must be listed on the Toronto Stock Exchange and
should not be a part of the original portfolio you created.
5. A follow up letter at the end of the tracking period that provides your analysis of the
portfolio’s performance and your predictions for the future.
6. An invoice that outlines the fees that you will charge for your services.
NOTE: WHILE THERE MAY BE SIMILARITIES IN PORTFOLIOS, EXACT DUPLICATES
WILL BE CONSIDERED AN ACT OF PLAGARISM. DO NOT USE THE SAME
COMBINATION OF STOCKS AS ANOTHER STUDENT
ER – Unit Assignment
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