First Deliverable: Investment Goals – Read the following guides from the intern

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First Deliverable: Investment Goals – Read the following guides from the intern

First Deliverable: Investment Goals – Read the following guides from the internet and then complete your goal sheet.
Am I Ready to Invest? from: http://money.howstuffworks.com/personal-finance/fi… (This site has lots of helpful things to consider when starting to develop your investment strategy.) “No one should jump into investing without a safety net. Before you start taking even conservative risks with your money, you need to establish a firm financial foundation that includes an emergency fund. Most financial experts suggest medical insurance for you and your family and at least six months of income sitting in the bank or in extremely low-risk accounts like CDs (certificates of deposit) and money market accounts [source: Kiplinger]. Once you’ve established this foundation, start with what you can spare — as little as $25 a month.
Setting Your Investment Goals from: http://www.jhfunds.com/Article.aspx?ArticleID={2788F331-1BD5-4C70- 9B1F-6E207886C876} “There are two goals that you should consider before you even start your investment plan. First, reduce or eliminate credit card debt, which generates interest charges that are higher than the investment returns you hope to return in any given year. Second, start an emergency fund and add to it as your income rises and your responsibilities change. A good rule of thumb is to have enough money set aside to cover three months of living expenses. At midlife, when your family responsibilities are at a peak, that figure should rise to cover six months of expenses. If you are just getting started, it may take time to build an adequate emergency fund. While it is a work in progress, keep your credit record clean and establish enough of a credit limit so that, in an emergency, you could tap your credit card to get by. Keep in mind that this is a temporary fix—and a strategy to consider only in an emergency. If investing is a journey, your investment goals are the destinations you hope to reach with the wealth you build over time. A comfortable retirement is the single most common investment goal, but most investors have more than one goal. It’s important to identify your goals for your financial professional and to arrange them by the time horizon you have set for achieving them.”
Current Goals
Create a portfolio for some of your short-term goals, mid-terms goals, and long-term goals, include a time period. For example, short-term goals may be attainable in 1-3 years, mid-term goals may be 5-10 years away, while long-term goals may be 25-30 or more years away.
Short-Term Goals Mid-Term Goals Long-Term Goals
2. Second Deliverable: Investment Terms Define each of the following terms. Expect that you will be able to define each of the terms used in your definitions so don’t just copy definitions without understanding the meaning of the term.
A list of the terms is attached to this assignment
Glossary of Investment Terms
1. Bear Market
2. Blue chip stock
1. A blue chip stock is a stock of a large company that is expected to be a safe investment and will
often be a dividend paying stock.[i]
3. Bonds
4. Bull Market
5. Buying on the margin
6. Buying short
7. Capital Gains
8. Dividends
9. Dow Jones Industrial Average
10. Equities
11. Equity Market
12. Futures Market
13. Growth stock
14. Income stock
15. Long-term capital gain
16. Moody’s rating
17. Mutual funds
18. P/E ratio
19. Short-term capital gain
20. Standard and Poor’s rating
Second Deliverable: Investment Terms
21. Stock Splits
22. Stocks
[1] http://www.investopedia.com/terms/b/bluechipstock….
3. Third Deliverable: Risk Tolerance Assignment
Part of any investment strategy requires knowing not only your goals for investing but also how comfortable you are with risk. Unlike funds in a bank’s savings account, investments in stocks and bonds can lose money as well as make money. Riskier investments (ones more likely to lose money) are usually also the better paying investment if they don’t lose. Investments with lower levels of risk usually have a smaller payoff. Like our goals, our tolerance for risk will change over time as our circumstances change.
(1) Take this online quiz to assess your tolerance for risk: http://njaes.rutgers.edu/money/riskquiz/
(2) Be sure to save and print your results as a pdf then attach the pdf to the Deliverable Three assignment. In Safari, you can use “export as a PDF” in the dropdown menu under “file.”
4. Fourth Deliverable
THIS IS IMPORTANT BECAUSE I WANT TO MAKE SURE EVERYONE IS STARTED CORRECTLY Using a spreadsheet program, such as Microsoft Excel, create a file to collect information about all three stocks including: (1) the name of the stock; (2) the ticker symbol for the stock; (3) the exchange on which the stock is traded; (4) the date of purchase for each stock; (5) the purchase price of each stock; (6) the number of shares purchased (you will buy fractional shares to spend all $1000); and, (7) the closing price on three Fridays beginning on November 19th for each stock. You will track the closing price October 30 – Dec 4. Be sure to use the correct dates on your spreadsheet.
You’re not really buying stock but we are seeing what would happen if you purchased $1000 worth of stock in each of the three companies you’ve selected. You will probably end up with fractions of shares of stocks in order to spend exactly $1000 on each company’s stock. SPEND $1000 FOR EACH COMPANY, $3000 IN TOTAL.
Having trouble finding a stock listed on the New York Stock Exchange (NYSE)? Visit their home page at https://www.nyse.com/index or https://www.nyse.com/listings_directory/stock for all stocks listed on the NYSE.
Having trouble finding a stock listed on the National Association of Securities Dealers Automated Quotations (NASDAQ)? Visit their home page http://www.nasdaq.com/ or http://www.nasdaq.com/screening/companylist.aspx for a company listing.
5. Deliverable 5 Ethics of Stock Market
Deliverable Five: Ethics of Stock Market Investing Insider trading, stock manipulation, short-selling, green companies, companies who use child-labor, companies who produce goods that you find offensive—all of these can be part of a discussion about the ethics of stock market investing. In 500 words (2-3 pages), discuss one aspect of the ethics of stock market investing that matters to you.
You may choose to write about a well-known figure who has been convicted of insider trading, or someone who has been convicted of stock market manipulation, or you could look up information about ethical investing based on your religious background.
Be sure to properly cite all sources. You should have 2-3 references as part of your discussion.
Abstract of project (3 points) Write a paragraph describing your project.
2. Company 1 (5 points) In 1-2 paragraphs tell what your company makes, when and where the annual meeting is held, what the company’s profit was for 2019. )n what stock exchange is this company traded and what is the ticker symbol? State why you chose to invest in this company. Tell your starting price and how much stock you purchased. Include the results of your investing (how much profit or loss did you make in the time period.
3. Company 2 (5 points) Same as for company 1
4. Company 3 (5 points) Same as for company 1
5. Assessment of Risk Tolerance (10 points) Include the results of the assessment you completed earlier in the semester.
6. Glossary of common investment terms (10 points) Include the glossary you completed earlier.
7. Goals of investment (10 points) Include the goals you developed earlier.
8. Personal discussion (8 points) In one to two paragraphs explain what you learned from this project–about investing, about yourself in terms of your goals and risk tolerance, etc.
9. Ethics discussion (8 points) Include the 500 word essay you wrote earlier in the semester.

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