Assignment Prompt & Instructions
I am attaching what I submitted for Part I
The primary objectives of this project are to become familiar with businesses in the sport industry and to become familiar with investment strategies by using common stock investments. The project is also designed to be a fun competition between the students. For this project, we will be using the New York Stock Exchange (NYSE) and National Association of Securities Dealers Automated Quotations (NASDAQ) and no other exchanges.
You will be given a fictional $10,000 to invest in NYSE, NASDAQ, over-the-counter (OTC), or other stocks approved by the instructor. You need to identify sport-related stocks to purchase (for help, see the list of sport-related stock at the end of this document). To keep the project simple and easy to monitor, you must manage no fewer than three stocks and no more than six stocks at any time. You must also always maintain at least a 50% weighted portfolio in stocks (i.e., you must invest at least $5,000). A 100% stock position is not required, but for the purposes of this exercise, non-invested money will receive no dividends (but will not diminish in value). The objective is to acquire as much capital as possible through timely investments.
This project will be individual in nature. You are required to monitor the value of your investments. Note: This will not simply be run on the honor system. As you’ll see, the stakes are high. Therefore, a screenshot (or price quote printout) of each stock must be included in each ledger, with the purchased or sold stock highlighted. The bulk of the grading portion of the project will be focused on the ledger portion of the assignment due on March 8th.
You must keep track of how many shares of each stock you currently retain and the value of those stocks for certain weeks (To keep this simple, you can only buy/sell 1 time per week). To keep it simple, you will be permitted to trade only on certain weeks (rather than every day, like real investors in the market). The following are the specific weeks students are allowed to trade (buy and sell) in the market.
Buy-in: Week of January 19th (or no later than Friday, January 23rd)
Trade Weeks: January 26th, February 2nd, February 9th, February 16th, February 23rd, March 2nd
Cash out: No later than March 6th (ledger is due on March 8th)
You must keep a minimum of 3 stocks in your portfolio the entire seven weeks. You can change stocks in your portfolio over the term, but you must have at least 3 stocks in your portfolio the entire seven week trading period. You will sell all your stocks in the seventh week.
Part II: Stock Ledgers and Performance (25 points):
Students must keep track of how many shares of each stock you currently retain and the value of those stocks for certain weeks after your initial buy in. To keep things simple and to ensure our stock ledgers do not get too complex, students are only allowed to buy/sell stocks 1 time per week rather than every day, like real investors (during the assigned Trade Weeks – See below). The following are the specific weeks students are allowed to trade (buy and sell) in the market.
Buy-in: Week of January 19th (or no later than Friday, January 23rd)
Trade Weeks: January 26th, February 2nd, February 9th, February 16th, February 23rd, March 2nd
Cash out: No later than March 6th (ledger is due on March 8th)
A completed sample stock ledger has been provided. You will need to fill out and turn in a similar ledger for your stocks. This ledger tracks your cash reserves (how much of the initial $10,000 you did not invest in stocks); the value of your portfolio on any given exchange week (remember, there are seven exchange weeks); and your buying and selling of stock during the seven exchange weeks. Note: I have provided an example to follow. You will need to create your OWN stock ledger, but based your ledger off my example.
Please note this is the simplest of ledgers. In this example, the student bought stock initially then did not buy or sell any additional stock all semester long. He sold at the end of the semester (4/15), and that was his only sale. You may buy and sell as you wish; in doing so, you will need to add in rows for the new stock. This ledger shows only three stocks, but you are allowed to hold up to six stocks (only one stock can be none sport related). Note: the sample ledger is set up to auto-calculate in various places. You should create your OWN ledger and include calculations based on the excel file you created. Your initial Stock Ledgers should contain a brief, accurate, easy-to-understand numerical account of your portfolio, including the following:
The company’s name
The company’s trading symbol
The number of shares purchased
The current price per share
The current total value of each stock (number of shares x price per share)
Buy-in cost (–) *reflects transactions
Sell amount (+) *reflects transactions
Amount made or lost (+/–) on shares
Total cash reserves
Total portfolio value with dates
Students should have a Stock Ledger for each trading week AND a final ledger that shows your final performance for the term. Students must also include screenshots of the stock price when they sold the stock (including date). Remember, if you bought and sold several times during the term, you must have a screenshot of the price with each stock was bought and sold. The final ledger would highlight each stock's performance for each week, cash reserves for each week, portfolio value for each week, and final return on investment. At the conclusion of the class, we will determine who has gained the most income from his or her investments. Although we are unable to use real money to increase the stakes of this project, we will substitute a different reward to up the ante. The person gaining the highest return on investment for this project will earn an extra 10 points to their final class point total.
Below are files for the entire Stock Market project and an example Stock Ledger file:
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Sample_Stock_Ledger-1.xlsx](https://www.sweetstudy.com/files/sample-stock-ledger-1-xlsx "Sample_Stock_Ledger-1.xlsx")
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StockMarketProject_T3_2026-1.pdf](https://www.sweetstudy.com/files/stockmarketproject-t3-2026-1-pdf "StockMarketProject_T3_2026-1.pdf")
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Nike.jpeg](https://www.sweetstudy.com/files/nike-jpeg "Nike.jpeg")
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PartI-CompanyandCompanyStockEvaluation.docx](https://www.sweetstudy.com/files/parti-companyandcompanystockevaluation-docx "PartI-CompanyandCompanyStockEvaluation.docx")
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Initial_Stock_Ledger-DariusNix.xlsx](https://www.sweetstudy.com/files/initial-stock-ledger-dariusnix-xlsx "Initial_Stock_Ledger-DariusNix.xlsx")
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Draftkings.jpeg](https://www.sweetstudy.com/files/draftkings-jpeg "Draftkings.jpeg")
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Amazon.jpeg](https://www.sweetstudy.com/files/amazon-jpeg-10511697 "Amazon.jpeg")
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Dicks.jpeg](https://www.sweetstudy.com/files/dicks-jpeg "Dicks.jpeg")
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EA.jpeg](https://www.sweetstudy.com/files/ea-jpeg "EA.jpeg")