Posted: August 2nd, 2022

english

ALLOCATION

ALLOCATION

20%

20%

20%

10%

STO

C

KS

A

LLOCAT

I

ON

E

QUITY

F

UN

D

S

B

OND FUNDS

MCD

20

%

FSKAX

DLTNX

10%

MSFT

PR

G

FX

OSTIX

TODAYS’S ASSIGNMENT:

1. Refer to your answers for week one assignment and enter the Beginning Balance in column D.

2. Refer to your answers for week one assignment and enter the number of shares you purchased in Column E

3. Go to

https://Finance.Yahoo.com/quote

and enter the ticker symbol MCD, MSFT, FSTMX, etc. in the text box at the top. This investment’s information will come up. Enter Ending Prices in Column F.

4. Enter the dollar amount in your investment account based on the ending price and enter in G

5. Enter the dollars gained in Column

H

.

6. Enter the Percent

Gain

in Column I

Answer the following questions in the table below and submit your answers:

MCD

20%

MSFT

20%

$4,000

FSKAX

20%

$4,000

PRGFX

20%

$4,000

DLTNX

10%

OSTIX

10%

$2,000

A B C D E F G H I

TICKER

% Allocated

$

Allocated in your investment account

Beginning Price

See your Assignment #1 answer

Number of Shares purchased Assignment #1 answer

Ending price

During last week of class

Ending Dollars in your investment account

E x F = G

$

Gain

(Loss)

%
Gain
(Loss)

$4,000

246.00

347,263

149.38

8,387,546

111.04

71.06

$2,000

9.51

10.71

Total

100%

$20,000

597.7

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