For this week’s assignment, you will identify and examine at least two stocks and one other investment type you are interested in to build your investment portfolio.
Scenario:
Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals. Prior to beginning work on this assignment, It is strongly recommended that you look ahead to future weeks’ assignments because you will need to plan and prepare to complete all tasks and assignments by the deadlines.
Read How to Set SMART Goals for Your Investments.
Research stocks of publicly traded companies and other types of investment you want to invest in. Two suggested sites you can use to conduct independent research are Yahoo! Finance or MarketWatch.
In your paper,
Describe your current financial situation at a high level. For example, consider discussing your current and future income potential, current debt, current investments, and anything else significant that can impact your investment strategy.
Create at least two investment goals for yourself that are SMART (specific, measurable, attainable, realistic, and time-bound).
Identify a type of investment you would like to consider as part of your investment portfolio that is not a stock (e.g., bonds, mutual funds, real estate, etc.).
Explain why you chose or are interested in that type of investment.
Identify at least five stocks of publicly traded companies you want to invest in.
Explain why you chose those stocks using specific data or information about the company.
Explain how your investment choices align with your overall financial goals.
The Investment Analysis
Must be two to three double-spaced pages in length (not including title and references pages) and formatted according to APA Style as outlined in the Writing Center’s APA Formatting for Microsoft Word
Must include a separate title page with the following:
Title of paper in bold font Space should appear between the title and the rest of the information on the title page.
Student’s name
Name of institution
Course name and number
Instructor’s name
Due date
Must utilize academic voice.
See the Academic Voice resource for additional guidance. Must use at least two scholarly, peer-reviewed or credible sources in addition to the course text. Wikipedia and Investopedia are examples of sources that are NOT acceptable for this assignment. The Scholarly, Peer-Reviewed, and Other Credible Sources table offers additional guidance on appropriate source types.
If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.
To assist you in completing the research required for this assignment, view the Quick and Easy Library Research tutorial, which introduces the University of Arizona Global Campus Library and the research process, and provides some library search tips.
Must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your Paper Must include a separate references page that is formatted according to APA Style as outlined in the Writing Center.