You Too Can be a Mutual Fund Manager!
This project will give you and your partner the opportunity to manage a stock mutual fund of your own creation for the next ten weeks. This fund will be comprised of a mixture of stock holdings selected by you and your partner. Your goal is to increase the value of your fund as much as possible over the length of the project.
Here are some of the basic guidelines for the project:
Your spreadsheet should be set up
roughly
like this (we'll go over how to set this up):
Your Names |
Date |
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Name of the Stock (Symbol) |
Shares Held |
Current Share Price |
Total Value of the Stock |
Key News/ Updates & Other Info |
Swanson Frozen Entrees (SFE) |
1250 |
$75 |
$93750 |
We bought this stock because the CEO is a genius!!! |
Swanson Household Healthcare (SHH) |
1500 |
$95 |
$142500 |
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Total Value of Fund |
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$236250 |
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Share Price of Fund |
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$2.36 |
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Cash Reserves |
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$763750 |
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NYSE (update this weekly) |
11056.25 |
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NASDAQ(update this weekly) |
2215.10 |
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You will be creating a new section of your spreadsheet for each of the ten weeks of the project so that we can track your progress.
Share Price Standings by class
period:
Fund Name |
Week 3 |
Week 4 |
Week 5 |
Week 6 |
Week 7 |
Week 8 |
Week 9 |
Week 10 |
Week 11 |
Week 12 |
Group 1 |
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Group 2 | 10.03 |
9.89 |
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Group 3 |
9.21 |
7.84 |
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Group 4 |
9.54 |
8.84 |
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Group 5 |
10.14 |
10.66 |
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Group 6 |
9.47 |
8.78 |
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Group 7 |
9.57 |
9.54 |
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Group 8 |
10.01 |
10.01 |
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Group 9 |
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Group 10 |
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Group 11 |
9.35 |
8.67 |
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Group 12 |
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Group 13 |
8.74 |
9.05 |
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Group 14 |
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Group 15 |
8.78 |
8.47 |
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Group 16 |
9.46 |
8.73 |
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Group 17 |
9.64 |
9.22 |
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Group 18 |
6.28 |
6.77 |
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Period 5 |
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Group 1 |
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Group 2 |
9.87 |
9.87 |
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Group 3 |
9.64 |
9.43 |
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Group 4 |
9.26 |
8.53 |
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Group 5 |
9.27 |
8.52 |
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Group 6 |
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Group 7 |
9.92 | 9.53 |
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Group 8 |
3.93 |
3.38 |
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Group 9 |
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Group 10 |
9.61 | 9.08 |
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Group 11 |
8.89 |
8.50 |
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Group 12 | 9.77 |
4.33 |
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Group 13 | 9.78 |
9.01 |
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Group 14 | 9.18 |
8.43 |
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Group 15 |
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Group 16 | 9.40 |
8.83 |
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Grup 17 |
9.53 |
8.99 |
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Period 5 |
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A few suggestions for research:
CNNfn , Bloomberg,
Google
Business
News (you can put a symbol into google
and get a
quote), the NASDAQ , or the New York Stock Exchange (NYSE)