This is the second of three stock journal assignments that you will complete during this course. For this assignment, add your work for Week 8 to your previous work from Week 3, following the instructions and using the provided templates below.in thetemplate you began in Week 3, enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25KThe above Excel template has been provided for your use for the stock journal assignment. You will notice that there are directions for your work in Weeks 3, 8, and 10. When submitting your assignment for each week, you may use the provided Excel template above, your own Excel template that you create or a Word document that you create as long as it communicates the requested information. Add your work for this week 8 to your week 3 using the same companies you used for week 3.
- for week 8 stock journal assignment word, follow the instructions for week 8 only using the same companies used for week 3 stock journal writing assignment and same sources.- for week 8 stock journal excel, follow the instructions for week 8 adding it to the excel assignment document.
***This is a template. Please type over/delete all items in red prior to submitting your assignment. Week XX (Enter Week) Stock Journal By Type Your Name Here FIN100: Principles of Finance Enter the Name of Your Instructor Here Type the Date Here (ex. February 10, 2020) Week XX (Enter Week) Stock Journal Week 3 Instructions: You do not have to provide any analysis to justify your decisions. You must only provide some reason for picking that company. For example, you might invest in Ford because that company gets a lot of your money and you hear that Ford is doing well, and will continue to do well. Insert your rationale here. One paragraph is more than adequate to provide a reason why you have selected the 3 companies you have chosen. Week 8 Instructions: Evaluate the results of your current investment. Are you happy with the result and the trend? Are you upset because you’re investment is worth less than $25,000. Feel free to speculate / guess at why you believe the stock increased, decreased, or remained static. Insert your update here. One paragraph is more than adequate to provide and update concerning the 3 companies you have chosen. Week 10 Instructions: Provide your final opinion / assessment of your investments. Did you make money or lose money? Discuss your results and, based on hindsight, describe what you would do differently. Discuss what you learned from this assignment. Do you believe this assignment will help you in the future in any way? Insert your update here. One paragraph is more than adequate to provide and update concerning the 3 companies you have chosen. *Use black, size 12, Times New Roman, Arial, Courier, or Calibri fonts. Double-space your paragraph. See the formatting instructions under the Strayer Writing Standards link in the Course Shell. *AFTER COMPLETING YOUR WORK, DELETE ALL ITEMS IN RED. Your font must be black. Sources Sample formatting for an online source: 1. Anya Kamenetz. July 10, 2015. The Writing Assignment That Changes Lives. https://www.npr.org/sections/ed/2015/07/10/419202925/the-writing-assignment-that-changes-lives You found the share prices for your three companies on websites. Please indicate where you found them here. 1. Website 1 2. Website 2 3. Website 3 PAGE 2 Stress Regression Results SUMMARY OUTPUT Regression Statistics Multiple R0.9178437076 R Square0.8424370716 Adjusted R Square0.4485297505 Standard Error0.0231832917 Observations15 ANOVA dfSSMSFSignificance F Regression100.01149459350.00114945932.13866822610.2414052395 Residual40.00214986010.000537465 Total140.0136444535 CoefficientsStandard Errort StatP-valueLower 95%Upper 95%Lower 95.0%Upper 95.0% Intercept-0.37922141751.4240285805-0.26630183040.8031705383-4.33295859953.5745157646-4.33295859953.5745157646 Nominal GDP growth-0.0024333080.0063739148-0.38176036310.7220530958-0.02013013270.0152635166-0.02013013270.0152635166 Nominal disposable income growth0.00482720070.00631609640.76426963710.4873023993-0.01270909430.0223634958-0.01270909430.0223634958 Unemployment rate-0.01111858970.1154793174-0.09628208690.9279275585-0.33174057510.3095033958-0.33174057510.3095033958 CPI inflation rate-0.01140671130.0101231381-1.1267959870.3228499565-0.03951304840.0166996258-0.03951304840.0166996258 Mortgage rate0.00260288320.03773633110.06897552320.9483195686-0.10216996850.1073757349-0.10216996850.1073757349 Prime rate-0.05129482020.0529427312-0.96887370580.3874730735-0.19828740710.0956977667-0.19828740710.0956977667 Dow Jones Total Stock Market Index (Level)-0.00000068030.0000085636-0.07943514060.9405018324-0.00002445670.0000230962-0.00002445670.0000230962 House Price Index (Level)0.00922446750.00526180881.75309821170.1544563338-0.00538465560.0238335907-0.00538465560.0238335907 Commercial Real Estate Price Index (Level)-0.00403708980.0013130125-3.07467737370.037123428-0.0076825969-0.0003915827-0.0076825969-0.0003915827 Market Volatility Index (Level)0.00023338360.00111001180.21025322620.8437456973-0.00284850330.0033152704-0.00284850330.0033152704 RESIDUAL OUTPUTPROBABILITY OUTPUT ObservationPredicted IRRpResidualsStandard ResidualsPercentileIRRp 1-0.0476754382-0.0087042835-0.70241204723.3333333333-0.0563797217 2-0.01585405090.00342443340.276342476210-0.0137385413 30.0047618391-0.0037128745-0.299618887616.6666666667-0.0124296175 40.06138653890.01055502950.851762221223.3333333333-0.0036974931 50.0170188245-0.0011084414-0.08944820930-0.0016621014 6-0.00662055890.02189026051.766484584636.66666666670.0010489646 70.0069754514-0.0086375528-0.697027061243.33333333330.0076529544 80.03949040280.01219305430.9839463803500.00805945 90.0317946913-0.0237352412-1.915369524956.66666666670.0152697016 100.007291654-0.010989147-0.886794329563.33333333330.0159103831 11-0.0074658865-0.0062726549-0.5061862168700.0271869903 120.0496058408-0.0063679875-0.513879298476.66666666670.0390800324 13-0.01105731030.01871026471.509867563383.33333333330.0432378533 140.03010000420.00898002820.7246638945900.0516834571 150.0334118781-0.0062248878-0.502331545796.66666666670.0719415684 Portfolio Design AMAZONIRRaFACEBOOKIRRfbFSMDXIRRfCDOFXIRRcVOOIRRvS&P 500 BenchmarkIRRbStress Test DateAdj CloseIRRaDateAdj CloseIRRfbDateAdj CloseIRRfDateAdj CloseIRRcDateAdj CloseIRRvDateAdj CloseIRRbIRRpNominal GDP growthNominal disposable income growthUnemployment rateCPI inflation rateMortgage ratePrime rateDow Jones Total Stock Market Index (Level)House Price Index (Level)Commercial Real Estate Price Index (Level)Market Volatility Index (Level) 11/1/15664.79998811/1/15104.23999811/1/1515.17876611/1/1526.88486911/1/15173.2140511/1/152080.409912-5.64%5.75.15.42.73.83.321630.9170.2244.918.9 12/1/15675.8900151.67%12/1/15104.6600040.40%12/1/1514.261224-6.04%12/1/1524.07338-10.46%12/1/15169.195267-2.32%12/1/152043.939941-1.75%-1.24%2.44.75.11.543.319959.3172.6249.940.7 1/1/16587-13.15%1/1/16112.2099997.21%1/1/1613.798174-3.25%1/1/1624.4352951.50%1/1/16161.844681-4.34%1/1/161940.23999-5.07%0.10%0.50.750.13.93.321100.9175.1249.924.4 2/1/16552.52002-5.87%2/1/16106.919998-4.71%2/1/1613.9518881.11%2/1/1624.6790051.00%2/1/16161.507782-0.21%2/1/161932.22998-0.41%7.19%1.234.9-0.13.73.521179.4177.3241.628.1 3/1/16593.6400157.44%3/1/16114.0999986.72%3/1/1615.0911878.17%3/1/1626.3686716.85%3/1/16171.6873326.30%3/1/162059.739996.60%1.59%5.11.74.92.73.63.521621.5179.4245.325.8 4/1/16659.59002711.11%4/1/16117.5800023.05%4/1/1615.2539431.08%4/1/1626.912212.06%4/1/16173.2129820.89%4/1/162065.3000490.27%1.53%3.53.34.91.83.43.522468.6182261.818.1 5/1/16722.7899789.58%5/1/16118.8099981.05%5/1/1615.5071221.66%5/1/1627.1977251.06%5/1/16176.2521511.75%5/1/162096.9499511.53%-0.17%3.94.74.82.73.83.523276.7184.9264.622.5 6/1/16715.619995-0.99%6/1/16114.279999-3.81%6/1/1615.470953-0.23%6/1/1627.5403521.26%6/1/16175.940887-0.18%6/1/162098.8601070.09%5.17%3.96.64.634.23.824508.3187.3259.713.1 7/1/16758.8099986.04%7/1/16123.9400028.45%7/1/1616.2809725.24%7/1/1628.8367234.71%7/1/16183.3335884.20%7/1/162173.6000983.56%0.81%4.234.40.14425125189.9269.216 8/1/16769.1599731.36%8/1/16126.1200031.76%8/1/1616.244566-0.22%8/1/1629.5246732.39%8/1/16183.5543980.12%8/1/162170.949951-0.12%-0.37%4.83.94.32.13.94.326148.5193.2274.116 9/1/16837.3099988.86%9/1/16128.2700041.70%9/1/1616.2809720.22%9/1/1628.902246-2.11%9/1/16182.790802-0.42%9/1/162168.27002-0.12%-1.37%5.15.14.13.33.94.327673.2196.2282.613.1 10/1/16789.820007-5.67%10/1/16130.9900052.12%10/1/1615.762236-3.19%10/1/1628.852966-0.17%10/1/16180.317871-1.35%10/1/162126.149902-1.94%4.32%4.374.13.54.34.527383199.3276.937.3 11/1/16750.570007-4.97%11/1/16118.419998-9.60%11/1/1616.6085915.37%11/1/1631.3744168.74%11/1/16187.0360113.73%11/1/162198.8100593.42%0.77%7.63.83.91.74.54.828313.8201.7292.623.6 12/1/16768.6599732.41%12/1/16115.050003-2.85%12/1/1616.535788-0.44%12/1/1632.29432.93%12/1/16189.7251131.44%12/1/162238.8300781.82%3.91%4.943.824.6530189.6203.9285.516.1 1/1/17823.479987.13%1/1/17130.32000713.27%1/1/1717.2079514.06%1/1/1732.8029981.58%1/1/17194.3147432.42%1/1/172278.8701171.79%2.72%4.64.43.81.84.85.325724.5205.2287.136.1 2/1/17845.0399782.62%2/1/17135.5399934.01%2/1/1717.6887762.79%2/1/1733.1583751.08%2/1/17201.8466493.88%2/1/172363.6398933.72% 3/1/17886.5399784.91%3/1/17142.0500034.80%3/1/1717.661036-0.16%3/1/1733.092262-0.20%3/1/17201.17717-0.33%3/1/172362.719971-0.04% 4/1/17924.989994.34%4/1/17150.255.77%4/1/1717.7997340.79%4/1/1733.5163541.28%4/1/17204.2147521.51%4/1/172384.1999510.91%0.01 5/1/17994.6199957.53%5/1/17151.4600070.81%5/1/1717.956930.88%5/1/1733.035652-1.43%5/1/17207.0827031.40%5/1/172411.8000491.16%0.10 6/1/17968-2.68%6/1/17150.979996-0.32%6/1/1718.0216520.36%6/1/1733.6406711.83%6/1/17207.4470670.18%6/1/172423.4099120.48%0.36 7/1/17987.7800292.04%7/1/17169.2512.10%7/1/1718.4007892.10%7/1/1734.1596641.54%7/1/17212.6846472.52%7/1/172470.3000491.93%0.28 8/1/17980.599976-0.73%8/1/17171.9700011.61%8/1/1718.261181-0.76%8/1/1733.378777-2.29%8/1/17213.3040160.29%8/1/172471.6499020.05%0.25 9/1/17961.349976-1.96%9/1/17170.869995-0.64%9/1/1718.7637772.75%9/1/1735.4472966.20%9/1/17216.5509641.52%9/1/172519.3601071.93% 10/1/171105.28002914.97%10/1/17180.0599985.38%10/1/1719.0802311.69%10/1/1736.3565522.57%10/1/17222.7252962.85%10/1/172575.260012.22% 11/1/171176.756.47%11/1/17177.179993-1.60%11/1/1719.7224453.37%11/1/1737.25612.47%11/1/17229.5354163.06%11/1/172584.8400880.37% 12/1/171169.469971-0.62%12/1/17176.460007-0.41%12/1/1719.526985-0.99%12/1/1735.332069-5.16%12/1/17231.365280.80%12/1/172673.6101073.43% 1/1/181450.89001524.06%1/1/18186.8899995.91%1/1/1820.6482325.74%1/1/1837.9529887.42%1/1/18245.4641426.09%1/1/182823.8100595.62% 2/1/181512.4499514.24%2/1/18178.320007-4.59%2/1/1819.794216-4.14%2/1/1836.250858-4.48%2/1/18236.318115-3.73%2/1/182713.830078-3.89% 3/1/181447.339966-4.30%3/1/18159.789993-10.39%3/1/1819.8131920.10%3/1/1836.5476380.82%3/1/18229.437286-2.91%3/1/182640.870117-2.69% 4/1/181566.1300058.21%4/1/181727.64%4/1/1819.784727-0.14%4/1/1836.7604410.58%4/1/18231.2864690.81%4/1/182648.0500490.27% 5/1/181629.6199954.05%5/1/18191.77999911.50%5/1/1820.2307132.25%5/1/1838.3019794.19%5/1/18236.8753362.42%5/1/182705.270022.16% 6/1/181699.8000494.31%6/1/18194.3200071.32%6/1/1820.221226-0.05%6/1/1838.6961211.03%6/1/18237.5608220.29%6/1/182718.3701170.48% 7/1/181777.4399414.57%7/1/18172.580002-11.19%7/1/1820.8755133.24%7/1/1839.4092181.84%7/1/18247.1757814.05%7/1/182816.2900393.60% 8/1/182012.70996113.24%8/1/18175.7299961.83%8/1/1821.5254843.11%8/1/1840.5499882.89%8/1/18255.134433.22%8/1/182901.520023.03% 9/1/182003-0.48%9/1/18164.460007-6.41%9/1/1821.382109-0.67%9/1/1839.611042-2.32%9/1/18255.4500580.12%9/1/182913.979980.43% 10/1/181598.01001-20.22%10/1/18151.789993-7.70%10/1/1819.604248-8.31%10/1/1836.349323-8.23%10/1/18239.058533-6.42%10/1/182711.73999-6.94% 11/1/181690.1700445.77%11/1/18140.610001-7.37%11/1/1820.0917282.49%11/1/1837.8096284.02%11/1/18243.5651251.89%11/1/182760.1699221.79% 12/1/181501.969971-11.13%12/1/18131.089996-6.77%12/1/1817.807272-11.37%12/1/1832.012386-15.33%12/1/18220.820923-9.34%12/1/182506.850098-9.18% 1/1/191718.7299814.43%1/1/19166.69000227.16%1/1/1920.05642912.63%1/1/1937.23149116.30%1/1/19239.5992438.50%1/1/192704.1000987.87% 2/1/191639.829956-4.59%2/1/19161.449997-3.14%2/1/1920.9212674.31%2/1/1938.8298194.29%2/1/19247.3859253.25%2/1/192784.489992.97% 3/1/191780.758.59%3/1/19166.6900023.25%3/1/1921.0961760.84%3/1/1937.692184-2.93%3/1/19250.738221.36%3/1/192834.3999021.79% 4/1/191926.520028.19%4/1/19193.39999416.02%4/1/1921.8929943.78%4/1/1939.6222315.12%4/1/19262.3215644.62%4/1/192945.8300783.93% 5/1/191775.069946-7.86%5/1/19177.470001-8.24%5/1/1920.55201-6.13%5/1/1936.763771-7.21%5/1/19245.669586-6.35%5/1/192752.060059-6.58% 6/1/191893.6300056.68%6/1/191938.75%6/1/1921.8929946.52%6/1/1939.1411066.47%6/1/19261.4860236.44%6/1/192941.760016.89% 7/1/191866.780029-1.42%7/1/19194.2299960.64%7/1/1922.2820741.78%7/1/1939.4644850.83%7/1/19266.6826781.99%7/1/192980.3798831.31% 8/1/191776.290039-4.85%8/1/19185.669998-4.41%8/1/1921.64823-2.84%8/1/1938.187466-3.24%8/1/19262.307648-1.64%8/1/192926.459961-1.81% 9/1/191735.910034-2.27%9/1/19178.080002-4.09%9/1/1922.0675411.94%9/1/1939.3509713.05%9/1/19266.2139281.49%9/1/192976.739991.72% 10/1/191776.6600342.35%10/1/19191.6499947.62%10/1/1922.3015771.06%10/1/1940.2227822.22%10/1/19273.3193362.67%10/1/193037.5600592.04% 11/1/191800.8000491.36%11/1/19201.6399995.21%11/1/1923.1011963.59%11/1/1940.612190.97%11/1/19283.2296453.63%11/1/193140.979983.40% 12/1/191847.8399662.61%12/1/19205.251.79%12/1/1923.042686-0.25%12/1/1939.871368-1.82%12/1/19290.2454222.48%12/1/193230.7800292.86% 1/1/202008.7199718.71%1/1/20201.910004-1.63%1/1/2023.4400011.72%1/1/2039.787266-0.21%1/1/20291.5435490.45%1/1/203225.52002-0.16% 2/1/201883.75-6.22%2/1/20192.470001-4.68%2/1/2021.41-8.66%2/1/2036.235893-8.93%2/1/20267.929382-8.10%2/1/202954.219971-8.41% 3/1/201949.7199713.50%3/1/20166.800003-13.34%3/1/2017.24-19.48%3/1/2029.192495-19.44%3/1/20233.499069-12.85%3/1/202584.590088-12.51% 4/1/20247426.89%4/1/20204.71000722.73%4/1/2019.70999914.33%4/1/2032.93005812.80%4/1/20264.5907913.32%4/1/202912.42993212.68% 5/1/202442.370117-1.28%5/1/20225.0899969.96%5/1/2021.17.05%5/1/2033.4969561.72%5/1/20277.1219484.74%5/1/203044.3100594.53% 6/1/202758.82006812.96%6/1/20227.0700070.88%6/1/2021.351.18%6/1/2034.2130472.14%6/1/20280.7673341.32%6/1/203100.2900391.84% 7/1/203164.67993214.71%7/1/20253.66999811.71%7/1/2022.6100015.90%7/1/2035.2823453.13%7/1/20298.826086.43%7/1/203271.1201175.51% 8/1/203450.9599619.05%8/1/20293.20001215.58%8/1/2023.43.49%8/1/2036.0202982.09%8/1/20319.6572576.97%8/1/203500.3100597.01% 9/1/203148.72998-8.76%9/1/20261.899994-10.68%9/1/2022.950001-1.92%9/1/2034.614193-3.90%9/1/20306.343994-4.16%9/1/203363-3.92% 10/1/203211.010011.98%10/1/20280.8299877.23%10/1/2023.331.66%10/1/2035.6899993.11%10/1/20303.230011-1.02%10/1/203310.110107-1.57% 10/29/203211.010010.00%10/29/20280.8299870.00%-100.00%-100.00%10/29/20303.3200070.03%10/29/203310.1101070.00% Note: Calculations for optimal weightages will be done seperately. Dashboard:Monthly Averages:Annualized Recordat equal weightages Averages:2.98%1.97%-0.81%-1.03%1.03%0.86%9.93% Variance0.66%0.64%1.92%1.98%0.18%0.17%12.93% Standard Deviation8.13%8.02%13.87%14.06%4.24%4.17%35.95% Sharpe Ratio: Risk Free Rate, Rf0.85% Portfolio Return, Rm10.01%at equal weightage Standard Deviation, Std.35.95% 113.00% Sharpe Ratio0.2515.00% Optimal WeightagesDashboard Records:Investment Amazon0.01Averages:9.93%Amazon212.5 Facebook0.10Variance12.93%Facebook2502.5 FSMDX0.36Standard Deviation35.95%FSMDX8987.9 CDOFX0.28CDOFX7000.0 VOO0.25VOO6369.7 Weights Total1 Therefore, returns as per weightsReturnsVarianceStd, Dev. Amazon0.025%0.068% Facebook0.20%1.389% FSMDX0.29%5.054% CDOFX0.29%1.188% VOO0.26%1.063% Average2.6%1.752%1.32% Optimized Sharpe Ratio:1.33 Calculation of Beta: Individual Slope:1.271.261.221.211.01 Optimal Portfolio Beta1.17 Macro Economic Variables Scenario NameDateNominal GDP growthNominal disposable income growthUnemployment rateCPI inflation rateMortgage ratePrime rateDow Jones Total Stock Market Index (Level)House Price Index (Level)Commercial Real Estate Price Index (Level)Market Volatility Index (Level) Actual2015 Q133.25.5-2.63.73.321707.6168.1242.822.4 Actual2015 Q25.75.15.42.73.83.321630.9170.2244.918.9 Actual2015 Q32.44.75.11.543.319959.3172.6249.940.7 Actual2015 Q40.50.750.13.93.321100.9175.1249.924.4 Actual2016 Q11.234.9-0.13.73.521179.4177.3241.628.1 Actual2016 Q25.11.74.92.73.63.521621.5179.4245.325.8 Actual2016 Q33.53.34.91.83.43.522468.6182261.818.1 Actual2016 Q43.94.74.82.73.83.523276.7184.9264.622.5 Actual2017 Q13.96.64.634.23.824508.3187.3259.713.1 Actual2017 Q24.234.40.14425125189.9269.216 Actual2017 Q34.83.94.32.13.94.326148.5193.2274.116 Actual2017 Q45.15.14.13.33.94.327673.2196.2282.613.1 Actual2018 Q14.374.13.54.34.527383199.3276.937.3 Actual2018 Q27.63.83.91.74.54.828313.8201.7292.623.6 Actual2018 Q34.943.824.6530189.6203.9285.516.1 Actual2018 Q44.64.43.81.84.85.325724.5205