Stock Portfolio Analysis

Below are the instructions. Disregard anything that involves “group.” I will be adding this project to my partners project.

The stock will be Apple.
August – February- 6 month
$25,000 invest. No Fractional shares. Whole shares only.

Create a fictitious stock portfolio by investing a total of $25,000 (paper money, of course! – not real money) Information Systems/Information Technology (IS/IT) Industry, analyze the portfolio’s performance using Excel, create a chart to visualize the relative performance of the stocks in the portfolio and of the Dow Jones Industrial Average (DJIA) index and use the Goal Seek and pivot table capabilities in Excel. If you do not know what the DJIA is, please read about the index in Wikipedia or a financial news site. Make sure all amounts are in a numeric format with two decimal places.

The completion of this assignment requires the usage of Excel.

Step 1 – Create an Excel file with the file name being Group “F”, such as GroupA.xlsx . The file you submit must be in this format. In Microsoft Excel, each file is called a workbook. You are to submit one workbook with separate worksheets (tabs) as described below. You should upload the workbook to Google Docs (or OneDrive, etc.) and share it with your team member as well as with the instructor.

Step 2 – Pick 1 company in the IS/IT industry from a leading stock exchange (e.g. NYSE or NASDAQ) like Apple, Oracle, SAP, etc. These stocks will represent your portfolio which you will track for the last six consecutive months.

Step 3 – Create a worksheet (tab) in your Excel file that is labeled COMPANIES. On this tab, include the stock (or ticker) symbols of your company along with the exchange, company name, corporate headquarters street address, city, state, and country, zip code, phone, primary business function and number of employees. Note there should be a separate column for each item of data separated by a comma. This information can be located in the Company Profile section of the Yahoo! Finance Web site ( You may use other sites if you are familiar with them. Turn this data into a table.

Step 4 – Obtain the stock prices of your selected company for the last six consecutive months. For each month, retrieve the open, high, low, close price and volumes, for each of your selected stocks. You may retrieve this information from the Yahoo! Finance page by entering the stock symbol and selecting “Historical Prices”. Put all the monthly data in a worksheet and enter the name MONTHLY STOCK PRICE in the tab. The format of this worksheet should be 6 columns with headings for ticker, date, open, high, low and volume. The close price, to be used in steps below, can be included as a hidden column. Take, and include, a screen shot showing how you obtained your data. Turn this data into a table.

Step 5 – Create your own (hypothetical) portfolio by distributing $25,000 across your company. Figure out the number of shares you want buy from each company. Do not buy fractions of shares. You will hold the stocks for 6 months and then sell them.
You will invest in your portfolio by “purchasing” the shares at the opening prices on the first month and liquidate it by “selling” all the shares on the last month at the closing prices. Ignore the commission that you would have to pay, had these been real transactions. For example, on March 1st buy at the opening prices and on August 31st sell at closing prices.
Design another worksheet of your Excel workbook to enter the information and analyze the performance of your portfolio. Give it the name of PORTFOLIO. Information about both each company and the entire portfolio should be included.

1. For each company:
a. Display the number of shares purchased (do not enter the formula you used to calculate the
number of shares, enter the actual number of shares purchased), the unit purchase price and the
unit selling price.
b. Develop and enter the appropriate formulas to calculate for each company: the total purchase price, the gain (loss) and Return on Investment (ROI). The ROI formula is: (sale price – buy price) /
(buy price). Label the columns appropriately. Use percent with 2 decimals for the ROI. 2. For the entire portfolio:
a. Among the stock, enter the appropriate Excel formulas to calculate the Maximum Gain (or minimum loss), Minimum Gain (or maximum loss), Maximum ROI, and Minimum ROI (see the functions MAX and MIN).
b. Enter Excel Formulas to calculate average ROI, Total Gain (Loss), and ROI of the entire portfolio. (Hint: To compute the ROI on the entire portfolio, use the total gain (loss) on the portfolio and the total amount invested.)
Put meaningful labels in the cells and format appropriately.
Step 6 – Invest (about – as close as you can without going over) $100,000 in the Dow Jones Industrial Average (DJIA) for the last 6 months. In order to do that, assume you can “buy” the index at a price equal to its value divided by 100 (e.g. if the index is 17900, then the price is $179.00). You will buy the index at its value at the opening of the market the first trading day of month 1, and sell it at its value at the end of the last trading day of month 6.
Using the bottom part of the PORTFOLIO worksheet you have already designed, display the number of units of the DJIA purchased, the opening price, the closing price, the total purchase price, and compute your profit (loss) and the ROI.
Step 7 – Create a graph to visualize the trading data of the 5 stocks and the DJIA. In a new worksheet, named ALL CLOSING, organize the monthly closing prices of the 5 stocks in your portfolio, for the period you held the stocks. Also copy the closing value of the DJIA index divided by 100 to get the “price” of the index for the same time period. The top of the worksheet should look like the following example:
Then, create a line graph with all five closing prices and the index, each one being represented by a line of different color. Make sure the graph has a title, the appropriate legends, and is properly formatted. The graph should be created in a separate worksheet named GRAPH.
Step 8 – Based on the formulas for ROI and the purchase and selling price for each stock and the Dow (taken from the Portfolio worksheet), set up a new worksheet called Goal Seek. Copy the Portfolio sheet data here (with Ticker symbol, unit purchase price, number of shares purchased, total purchase price, unit selling price, total selling price, and the ROI). Select one stock that has close to the average ROI. Using goal seek, determine the selling price for this selected stock if you wanted an overall ROI of 10, 8, 5, 2, and -2% respectively for all of your stocks. Show a screen shot of your usage of goal seek. Note that if you purchase a lot of one stock, this should be the stock for which you determine the selling price.
Step 9 – Based on the worksheet called Monthly Stock Price, create a pivot table in a separate worksheet called Pivot Table. Organize the pivot table by company and then by date. Summarize the average open, close and volumes, the maximum of high prices and the minimum of low prices. Show a screen shot of your usage of the pivot table.
Submit for grading
GRAPH, Goal Seek and Pivot Table. It should be submitted using Google Docs (do NOT convert to Google Sheets format) or OneDrive.

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