Evaluate the Stock Market Performance

• Oracle Software (Oracle Corp: NASDAQ)
• SAP (SAP AG: NYSE)

Medium-Market Stocks

• Microsoft Great Plains (Microsoft: NASDAQ)

Small-Market Stocks

• QuickBooks (Intuit: NASDAQ)
• Peachtree (Sage Grp: LSE)

Scenario 1

You have been given $5,000,000 to invest the five (5) stocks. You must invest
the $5,000,000 accordingly:

• No more than 35% of your investment will be in the Large-Market Stocks, with
  a minimum of 15% investment in any given stock
• No more than 30% of your investments will be in the Medium-Market Stock,
  with a minimum of 15% investment in the stock
• No more than 35% of your investment will be in the Small-Market Stocks, with
  a minimum of 15% investment in any given stock

The purchase date of the stock will be six (6) months ago. Track your stocks’
daily performance for the 120 trading days following the purchase date. During
this time, you will note the gains and losses each day. At the end of the 120
days’ tracking period, calculate your net gain (or loss) for each stock and your
total investment at the end of the 120 days. Develop the appropriate charts that
highlight your performance. You will create a minimum of two (2) charts.

Note: Your purchase must be in whole shares. For example,
you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares.
For this reason, you may not total to exactly $5,000,000, but you will come
close.

Scenario 2

You are now skeptical of the Medium-Market stock. With that, you will now
invest your $5,000,000 accordingly:

• No more than 50% of your investment will be in the Large-Market Stocks, with
  a minimum of 20% investment in any given stock
• No more than 50% of your investment will be in the Small-Market Stocks, with
  a minimum of 20% investment in any given stock

The purchase date of the stock will be six (6) months ago. Track your stocks’
daily performance for the 120 trading days following the purchase date. During
this time, you will note the gains and losses each day. At the end of the 120
days’ tracking period, calculate your net gain (or loss) for each stock and your
total investment at the end of the 120 days. Develop the appropriate charts that
highlight your performance. You will create a minimum of two (2) charts.

Note: Your purchase must be in whole shares. For example,
you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares.
For this reason, you may not total to exactly $5,000,000, but you will come
close.

Scenario 3

You are now skeptical of the Large-Market Stock. With that, you will now
invest your $5,000,000 accordingly:

• No more than 50% of your investment will be in the Medium-Market Stock, with
  a minimum 20% investment here
• No more than 50% of your investment will be in the Small-Market Stocks, with
  a minimum 20% investment here

The purchase date of the stock will be six (6) months ago. Track your stocks’
daily performance for the 120 trading days following the purchase date. During
this time, you will note the gains and losses each day. At the end of the 120
days’ tracking period, calculate your net gain (or loss) for each stock and your
total investment at the end of the 120 days. Develop the appropriate charts that
highlight your performance. You will create a minimum of two (2) charts.

Note: Your purchase must be in whole shares. For example,
you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares.
For this reason, you may not total to exactly $5,000,000, but you will come
close.

Scenario 4

You are now a believer of only the Medium Market Stock. With that, you will
now invest your $5,000,000 into that stock.
The purchase date of the stock
will be six (6) months ago. Track your stocks’ daily performance for the 120
trading days following the purchase date. During this time, you will note the
gains and losses each day. At the end of the 120 days’ tracking period,
calculate your net gain (or loss) for the stock and your total investment at the
end of the 120 days. Develop the appropriate charts that highlight your
performance. You will create a minimum of two (2) charts.

Note: Your purchase must be in whole shares. For example,
you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares.
For this reason, you may not total to exactly $1,000,000, but you will come
close.

Note

Do not worry about any commission fees or miscellaneous
charges.

Assignment

Determine how much money you earned or lost with each stock on a daily
basis.

Instructions on how to complete

There is no sample Excel workbook to use as part of the project; therefore,
you will create your own workbook. In creating your workbook, be sure to include
the following data (however, other data will be stored in your scenario) in a
columnar format. 

• Stock name
• Stock symbol
• Number of shares purchased / acquired
• Stock price
• Date of stock transaction

Start your scenario using the opening-day price for each stock as your
purchase price and use the closing stock price to calculate how much money you
earned or lost each day.

At the end of your scenario, calculate the following for each stock in
question.

• The highest stock price for the period for the stock(s) selected
• The lowest stock price for the period for the stock(s) selected
• The average stock price for the period for the stock(s) selected
• The largest amount of profit (loss) earned for the period for the stock(s)
  selected
• The lowest amount of profit (loss) earned for the period for the stock(s)
  selected

Track the stock for 120 consecutive days that the market is
open.

Submit

One Excel workbook that contains each of the four (4) scenarios. You will
need to use the appropriate Excel formulas and functions which will show the
instructor how you derived your results.