Bulls or Bears?
For Accounting
There are two ways to make money… work for it or let it work for you! To make your money
work for you, you must invest wisely. Investing in stocks has historically proven to be
financially rewarding. For this challenge, you will RESEARCH AT LEAST SIX DIFFERENT
STOCKS. You will be given an imaginary $100,000 to purchase at least THREE different
stocks before the last week in the Stock Market Game and you must purchase these stocks
in “round lots” (amounts divisible by 100).
We will be tracking the prices of these stocks over the next couple of months in the Stock
Market Game – from February 8, 2016 – May 10, 2013. You will create a spreadsheet with
Basic Data Excel Spreadsheet (see Stock Market Game for Accounting template) that lists
the name of each stock and their high, low, net profit/net loss, closing prices, and your
recommendation. You will also create Excel Spreadsheet with daily prices for 5 days,
historical prices for 5 months; calculate stocks you wish to purchase, and finally an Excel
Spreadsheet with a list of the stocks you purchase. You will then create a graph that shows
the “high-low-close” for each stock. Be sure to label and give each graph a title.
Your spreadsheet should calculate how much money you have spent. For example, if you
select the following stocks at the following prices, this is how you would calculate your profit
/ loss:
Company
Sym.
Buy Price
#Shares
Purchase Cost
Sell Price
Return on
Investment
Pepsi-Cola
PEP
32 7/8
500
$ 16,437.50
33 1/8
$ 16,562.50
CompUSA
CPU
50 5/8
300
$ 15,187.50
53
$ 15,900.00
Dayton /
Hudson
DH
35 1/2
500
$ 17,750.00
36 3/8
$ 18,187.50
Microsoft
MSFT
101
300
$ 30,300.00
105
$ 31,500.00
Summit Bank
SUB
38 1/8
500
$ 19,062.50
42 1/2
$ 21,250.00
$ 98,737.50
PROFIT / LOSS $
$103,400.00
4,662.50
This assignment is intended to teach you about the stock market, how to use the Internet to
create a personal portfolio, and how to use spreadsheets to track your investments. This
assignment does not reflect an intelligent way in which to invest in the stock market.
Investing is most successful, and least risky, when it is done over the long-term (one year or
more).
Getting Started:
(1) Do some research to decide in which stocks you will invest your money (use only stocks
traded on an American exchange, NYSE or Nasdaq – do not use foreign stocks or stocks
that are less than $5.00). You will need to RESEARCH SIX different companies in which
you may want to invest.
(2) Use the Basic Data.xlsx template, Daily.xlsx template, and Historical Chart in Microsoft
Excel 2007. Fill in the information for the companies you chose and their current stock
prices to help you decide which stocks you may want to purchase.
(3) Use the Calculating Your Stocks.xlsx template in Microsoft Excel 2007. Fill in the
information for the companies you chose and their current stock prices and total to take
sure you do not use more than $100,000.
(4) Review the separate spreadsheet for tracking prices of your stocks over the next five
business days. Notice that you will need to include the date, company, symbol, high, low,
and closing price.
(5) Use the Stocks Purchased.xlsx template in Microsoft Excel 2007 to follow your stocks
throughout the Stock Market Game with stocks purchased and sold!
Checking Your Stock Prices Daily
Go to http://finance.yahoo.com/
(2) In the search box labeled “Enter Symbol” at the top-left corner of your screen, start
typing the name or the ticker symbol of the company you want to search.
(3) From the links toolbar on the left, click on “Historical Prices.” This will automatically pull
up the prices for the last week.
(4) From the links toolbar on the left click on Financials – “Balance Sheet”, “Income
Statement”, and “Cash Flow” to get the financial data on the companies.
Note: the current buy price is the “open” price from today’s date… you are responsible for
documenting the high, low, and close for each business day from today’s date for five
business days the sell price will be the “close” price on day five.
Finishing Your Excel Workbook
After recording your last day of high, low, and close prices and filling in your sell price, do
the following:
(1) Subtract a total of 1% of your ROI from your final profit (or add it to your loss). This
money represents the fee paid to your stockbroker.
(2) Complete the “Historical” worksheet of your Excel workbook. You will need to find the
close price of your stock on the first day of each month listed in the Closing Prices table.
The graphs will update automatically as you enter the price information. (Note: some
months may start on the 2nd or 3rd day because stocks are not traded over the weekend)
(3) SAVE your excel project as: StocksYourName and drop a copy in my Inbox. You will
need the Basic Data, the Daily sheet showing your price tracking, and the Historical Chart
sheet showing your research, Calculating Stocks worksheet showing your purchase cost
and profit or loss, and the Stocks Purchased.
Again, Save your Excel Spreadsheet as: StocksYourName and Drop a copy of your
Project in my Inbox.