Https www youtube com watch v elvuqv0v1ee

Preview: FIN100 : Principles of Finance

Course Guide

Prerequisites

Course Description

Instructional Materials

Course Resources

Course Learning Outcomes

ACC100 and MAT104

Serves as a foundation course in business finance. Provides a conceptual framework for the financial decision-making process and introduces tools and techniques of finance including financial mathematics, capital budgeting, sources of funds and financial analysis. Topics include acquisition and use of short-term and long-term capital; financial markets, institutions and instruments; financial control; time value of money; cash, operation and long- range budgeting; and cost of capital.

Required Resources Ronald W. Melicher. 2017. Introduction to Finance (16th ed.). John Wiley & Sons.

infobundl. 2014. Growth Mindset [Video]. https://www.youtube.com/watch?v=ElVUqv0v1EE

Federal Reserve Bank of San Francisco. No date. Chair the Fed: A Monetary Policy Game. https://www.sffed-education.org/chairthefed/default

Jonathan Kingsbury. 2013. Am I Diversified - Mad Money [Video]. https://www.youtube.com/watch?v=f3lDxexupcE

graphixmdp. 2011. The Crisis of Credit Visualized - HD [Video]. https://www.youtube.com/watch?v=bx_LWm6_6tA

unlistedoo7. 2010. 60 Minutes Episode - Wall Street - Inside the Collapse P-1 [Video]. https://www.youtube.com/watch?v=FMt_ZczGmEU

incomeinvestor. 2009. How the Stock Market Works [Video]. https://youtu.be/GnJCOof2HJk

Kurzgesagt - In a Nutshell. 2013. How the Stock Exchange Works (For Dummies) [Video]. https://youtu.be/F3QpgXBtDeo

PBS. 2009. FRONTLINE | Inside the Meltdown | Sneak Peek 2 | PBS [Video]. https://www.youtube.com/watch?v=HX6Fg62l0e8

TradingCoachUK. 2017. Best Documentary of the Housing Market Crash (of 2020?) | Inside the Meltdown | Behind the Big Short [Video]. https://www.youtube.com/watch?v=0yZ5mjbB11I

Supplemental Resources Intercontinental Exchange, Inc. No date. The New York Stock Exchange. https://www.nyse.com/index

Google. No date. Google Finance. https://www.google.com/finance

Nasdaq. No date. https://www.nasdaq.com/

Verizon Media. No date. Yahoo! Finance. https://finance.yahoo.com/

Monster. No date. https://www.monster.com/

Indeed. No date. https://www.indeed.com/

United States Office of Personnel Management. No date. USAJobs. https://www.indeed.com/

NOTE: The links in this document do not function. Please refer to your online course to view/download linked content.

https://www.youtube.com/watch?v=ElVUqv0v1EE
https://www.sffed-education.org/chairthefed/default
https://www.youtube.com/watch?v=f3lDxexupcE
https://www.youtube.com/watch?v=bx_LWm6_6tA
https://www.youtube.com/watch?v=FMt_ZczGmEU
https://youtu.be/GnJCOof2HJk
https://youtu.be/F3QpgXBtDeo
https://www.youtube.com/watch?v=HX6Fg62l0e8
https://www.youtube.com/watch?v=0yZ5mjbB11I
https://www.nyse.com/index
https://www.google.com/finance
https://www.nasdaq.com/
https://finance.yahoo.com/
https://www.monster.com/
https://www.indeed.com/
https://www.usajobs.gov/
Weekly Course Schedule

Week 1 - To Do List

Discuss: Introduce yourself to your professor and fellow students.

Learn: Complete this week's readings from Introduction to Finance.

Learn: View Lecture 1, The Financial Environment.

Learn: View the Growth Mindset video.

Practice: Complete the Week 1 Homework.

Week 2 - To Do List

Learn: Complete this week's readings from Introduction to Finance.

Learn: View Lecture 2, The Role of Government in Finance.

Discuss: Chair the Fed: A Monetary Policy Game.

Practice: Complete the Week 2 Homework.

Week 3 - To Do List

Learn: Complete this week's readings from Introduction to Finance.

Learn: View Lecture 3, What is Interest, Inflation, and Savings?

Quiz: Complete the Chapters 1, 4, and 5 Quiz.

Practice: Complete the Week 3 Homework.

Assignment: Complete the Week 3 Stock Journal.

Explain the fundamental concepts of finance in personal, national, international, and business contexts.1

Analyze the performance of an investment portfolio over time.2

Discuss investment plans based on finance principles.3

Week 4 - To Do ListWeek 4 - To Do List

Learn: Complete this week's readings from Introduction to Finance.

Learn: View Lecture 4, Time Value of Money Part 1.

Discuss: Watch a video and discuss The Credit Crisis.

Practice: Complete the Week 4 Homework.

Week 5 - To Do List

Learn: Complete this week's readings from Introduction to Finance.

Learn: View Lecture 5, Time Value of Money Part 2.

Discuss: Watch a video and discuss The Financial Crash.

Practice: Complete the Week 5 Homework.

Week 6 - To Do List

Learn: Complete this week's readings from Introduction to Finance.

Learn: View Lecture 6, Interest Rates, Stocks, & Bonds.

Learn: View the How the Stock Market Works video.

Learn: View the How the Stock Exchange Works (For Dummies) video.

Practice: Complete the Week 6 Homework.

Week 7 - To Do List

Learn: Complete the assigned readings from Introduction to Finance.

Learn: View Lecture 7, Security Markets, Financial Return, & Risk Concepts.

Discuss: View a video and discuss Money Market Failures.

Quiz: Complete the Chapters 6, 7, 8, and 10 Quiz.

Week 7 - To Do List

Practice: Complete the Week 7 Homework.

Week 8 - To Do List

Learn: Complete the week's assigned readings from Introduction to Finance.

Learn: View Lecture 8, Business Organization and Long-Term Financial Planning.

Assignment: Complete the Week 8 Stock Journal.

Practice: Complete the Week 8 Homework.

Week 9 - To Do List

Learn: Complete the week's assigned readings from Introduction to Finance.

Learn: View the Lecture 9, Short-Term Financing.

Discuss: A Dream Business.

Practice: Complete the Week 9 Homework.

Quiz: Complete the Chapters 11–14 Quiz.

Week 10 - To Do List

Learn: Complete the week's assigned readings from Introduction to Finance.

Learn: View Lecture 10, The Cost of Capital.

Practice: Complete the Week 10 Homework.

Assignment: Complete the Investing in My Future assignment.

Assignment: Complete the Week 10 Stock Journal.

Week 11 - To Do List

Discuss: Careers in Finance.

Week 11 - To Do List

Quiz: Complete the Chapters 15–18 Quiz.

Grading Scale

Participation Total Points % of Grade

Discussion Participation 180 18%

Assignment Total Points % of Grade

w01q1 - Week 1 Homework 44 4.4 %

w02q1 - Week 2 Homework 44 4.4 %

w03a1 - Week 3 Stock Journal 30 3 %

w03q1 - Week 3 Quiz: Chapters 1, 4 and 5 40 4 %

w03q2 - Week 3 Homework 44 4.4 %

w04q1 - Week 4 Homework 44 4.4 %

w05q1 - Week 5 Homework 44 4.4 %

w06a1 - Week 6 Homework 54 5.4 %

w07a1 - Week 7 Homework 54 5.4 %

w07q1 - Week 7 Quiz: Chapters 6, 7, 8, and 10 40 4 %

w08a1 - Week 8 Stock Journal 30 3 %

w08a2 - Week 8 Homework 54 5.4 %

w09q1 - Week 9 Homework 44 4.4 %

w09q2 - Week 8 Quiz: Chapters 11–14 40 4 %

w10a1 - Week 10: Investing in My Future 100 10 %

w10a2 - Week 10 Stock Journal 30 3 %

w10q1 - Week 10 Homework 44 4.4 %

w11q1 - Week 11 Quiz: Chapters 15–18 40 4 %

Totals 1000 100%

Final Course Grade

Points Percentage Grade

900 - 1000 90% - 100% A

800 - 899 80% - 89% B

700 - 799 70% - 79% C

600 - 699 60% - 69% D

599 59% and below F

Unique Course Features

Assignments

Teaching Assistants and Live Chat This course will use Teaching Assistants (TAs) in order to assist the instructor with the learning experience. TAs play an active role in working with the instructor to provide student support, grading and grading feedback, and also posting content in the course (e.g., discussion posts). This course also utilizes a live chat feature that is tied to the instructor and the TA support team.

w08a2 - Week 8 Homework

Summary

Click the link to access the assignment instructions.

Text

Instructions Complete the following homework scenario using the templates provided:

1. Select one U.S. publicly traded company and review its most recent annual report. (You may use one of the three companies you selected for your Stock Journal assignment.)

Use the Excel template provided to report assets, liabilities, equity, revenue, and income for your selected company.

2. Determine changes in assets, liabilities, and equity. 3. Determine changes in total revenue and net income. 4. Describe the changes from the current and prior years in each of these key areas and whether the changes would be positive or negative from an

investor/stockholder's view. 5. Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer

University Library. Note: Wikipedia and other Websites do not qualify as academic resources. 6. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:

Completed Excel template. Completed Word document template.

This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left- hand menu of your course.

Resource Templates Week 8 Homework Assignment Excel Template [XLSX]. Week 8 Homework Template [DOC].

Scoring Guide

Select one U.S. publicly traded company and review the annual report. 20 %

Unacceptable

Did not select one U.S. publicly traded company and did not review the annual report.

Needs Improvement

Insufficiently selected one U.S. publicly traded company and insufficiently reviewed the annual report.

Satisfactory

Partially selected one U.S. publicly traded company and partially reviewed the annual report.

Competent

Satisfactorily selected one U.S. publicly traded company and satisfactorily reviewed the annual report.

Exemplary

Thoroughly selected one U.S. publicly traded company and thoroughly reviewed the annual report.

Determine changes in assets, liabilities, and equity. 20 %

Unacceptable

Did not determine changes in assets, liabilities, and equity.

Needs Improvement

Insufficiently determined changes in assets, liabilities, and equity.

Satisfactory

Partially determined changes in assets, liabilities, and equity.

Competent

Satisfactorily determined changes in assets, liabilities, and equity.

Exemplary

Thoroughly determined changes in assets, liabilities, and equity.

Determine changes in total revenue and net income. 20 %

Unacceptable Needs Improvement Satisfactory Competent Exemplary

https://research.strayer.edu/
https://atlas.capella.edu/Course_Files/cf_week_8_homework_assignment_excel_template.xlsx
https://atlas.capella.edu/Course_Files/cf_week_8_homework_template.doc
Did not determine changes in total revenue and net income.

Insufficiently determined changes in total revenue and net income.

Partially determined changes in total revenue and net income.

Satisfactorily determined changes in total revenue and net income.

Thoroughly determined changes in total revenue and net income.

Describe the changes from the current and prior years in each of these key areas and determine if the changes would be positive or negative from an investor/stockholder's view. 25 %

Unacceptable

Did not describe the change from the current and prior years in each of these key areas and determine if the changes would be positive or negative from an investor/stockholder's view.

Needs Improvement

Insufficiently described the change from the current and prior years in each of these key areas and determined if the changes would be positive or negative from an investor/stockholder's view.

Satisfactory

Partially described the change from the current and prior years in each of these key areas and determined if the changes would be positive or negative from an investor/stockholder's view.

Competent

Satisfactorily described the change from the current and prior years in each of these key areas and determined if the changes would be positive or negative from an investor/stockholder's view.

Exemplary

Thoroughly described the change from the current and prior years in each of these key areas and determined if the changes would be positive or negative from an investor/stockholder's view.

Incorporate Strayer Writing Standards, clarity, writing mechanics, and formatting requirements. 10 %

Unacceptable

Did not incorporate Strayer Writing Standards, clarity, writing mechanics, and formatting requirements.

Needs Improvement

Insufficiently incorporated Strayer Writing Standards, clarity, writing mechanics, and formatting requirements.

Satisfactory

Partially incorporated Strayer Writing Standards, clarity, writing mechanics, and formatting requirements.

Competent

Satisfactorily incorporated Strayer Writing Standards, clarity, writing mechanics, and formatting requirements.

Exemplary

Thoroughly incorporated Strayer Writing Standards, clarity, writing mechanics, and formatting requirements.

Provide two references. 5 %

Unacceptable

No references provided.

Needs Improvement

Does not meet the required number of references; all references are poor-quality choices.

Satisfactory

Does not meet the required number of references; some references are poor- quality choices.

Competent

Meets the required number of references; all references are high-quality choices.

Exemplary

Exceeds the required number of references; all references are high-quality choices.

w07a1 - Week 7 Homework

Summary

Click the link to access your assignment instructions.

Text

For this week's homework assignment, please answer the following questions using the Week 7 Homework Template [DOCX]:

1. Describe the differences among the following three types of orders: market, limit, and stop loss. Provide examples of each in your own words. 2. What is a short sale? Provide an example in your own words. 3. Describe buying on margin. Provide an example in your own words. 4. Why is it illegal to trade on insider information? Provide an example in your own words.

Note: Responses must be written in your own words, do not copy/paste from the Internet.

This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left- hand menu of your course.

Scoring Guide

Describe in your own words, and cite an example of, the differences among the following three types of orders: market, limit, and stop loss. 25 %

Unacceptable Needs Improvement Satisfactory Competent Exemplary

https://atlas.capella.edu/Course_Files/cf_week_7_homework_template.docx
Did not describe in your own words, and did not cite an example of, the differences among the following three types of orders: market, limit, and stop loss.

Insufficiently described in your own words, and cited an example of, the differences among the following three types of orders: market, limit, and stop loss.

Partially described in your own words, and cited an example of, the differences among the following three types of orders: market, limit, and stop loss.

Satisfactorily described in your own words, and cited an example of, the differences among the following three types of orders: market, limit, and stop loss.

Thoroughly described in your own words, and cited an example of, the differences among the following three types of orders: market, limit, and stop loss.

Describe in your own words, and cite an example of, a short sale. 25 %

Unacceptable

Did not describe in your own words, and did not cite an example of, a short sale.

Needs Improvement

Insufficiently described in your own words, and cited an example of, a short sale.

Satisfactory

Partially described in your own words, and did not cite an example of, a short sale.

Competent

Satisfactorily described in your own words, and cited an example of, a short sale.

Exemplary

Thoroughly described in your own words, and cited an example of, a short sale.

Describe in your own words, and cite an example of, buying on margin. 25 %

Unacceptable

Did not describe in your own words, and did not cite an example of, buying on margin.

Needs Improvement

Insufficiently described in your own words, and cited an example of, buying on margin.

Satisfactory

Partially described in your own words, and cited an example of, buying on margin.

Competent

Satisfactorily described in your own words, and cited an example of, buying on margin.

Exemplary

Thoroughly described in your own words, and cited an example of, buying on margin.

Explain in your own words, and cite an example of, why it is illegal to trade on insider information. 20 %

Unacceptable

Did not explain in your own words, and did not cite an example of, why it is illegal to trade on insider information.

Needs Improvement

Insufficiently explained in your own words, and cited an example of, why it is illegal to trade on insider information.

Satisfactory

Partially explained in your own words, and cited an example of, why it is illegal to trade on insider information.

Competent

Satisfactorily explained in your own words, and cited an example of, why it is illegal to trade on insider information.

Exemplary

Thoroughly explained in your own words, and cited an example of, why it is illegal to trade on insider information.

Provide two references. 5 %

Unacceptable

No references provided.

Needs Improvement

Does not meet the required number of references; all references are poor-quality choices.

Satisfactory

Does not meet the required number of references; some references are poor- quality choices.

Competent

Meets the required number of references; all references are high-quality choices.

Exemplary

Exceeds the required number of references; all references are high-quality choices.

w10a2 - Week 10 Stock Journal

Summary

Click the link to complete your Stock Journal Assignment for this week.

Text

This is the week you have been waiting for— to see if you are walking home a pretend millionaire, or whether you would be finding a side job to recoup your losses!

This is the last of the three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 10 to your previous work from Weeks 3 and 8, following the instructions below. Two templates have been provided for your use. One template is where you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you will write your rationale/summary. Please download both templates, then complete, save, and upload both templates to Blackboard when submitting your work.

Instructions For Week 10, review your investment for the last time and complete the following:

1. Record the current price of the stock for each company you selected in Week 3's Stock Journal.

You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day). Use the MS Excel spreadsheet or MS Word document to put your Week 8 and Week 10 stock prices side-by- side, to show the comparison.

2. Determine the total value of your investment. 3. Provide your final opinion/assessment of your investments.

Consider the following questions as you provide your assessment: Did you make money or lose money? What were your results? Based on hindsight, what you would do differently?

4. Discuss what you learned from this assignment and how this assignment could help you in the future. 5. Use at least two quality references. Consider using the sources of information ideas above and/or searching and locating resources from the Strayer

University Library. Note: Wikipedia and other Websites do not qualify as academic resources. 6. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:

Completed Excel template with Week 3, 8, and 10 complete. Completed Word document template with your rationale with Week 3, 8, and 10 complete.

This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left- hand menu of your course.

The course outcome associated with this assignment is:

Analyze the performance of an investment portfolio over time.

Resources Weeks 3, 8, and 10 Stock Journal Project Excel Template 1 [XLSX].

Note: The 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.

Weeks 3, 8, and 10 Stock Journal Writing Assignment Template [DOC].

Scoring Guide

Record the current price of the stock for each company you selected in Week 3’s Stock Journal. 20 %

Unacceptable

Did not record the current price of the stock for each company you selected in Week 3’s Stock Journal.

Needs Improvement

Insufficiently recorded the current price of the stock for each company you selected in Week 3’s Stock Journal.

Satisfactory

Partially recorded the current price of the stock for each company you selected in Week 3’s Stock Journal.

Competent

Satisfactorily recorded the current price of the stock for each company you selected in Week 3’s Stock Journal.

Exemplary

Thoroughly recorded the current price of the stock for each company you selected in Week 3’s Stock Journal.

Determine the total value of your investment. 25 %

Unacceptable

Did not determine the total value of your investment.

Needs Improvement

Insufficiently determined the total value of your investment.

Satisfactory

Partially determined the total value of your investment.

Competent

Satisfactorily determined the total value of your investment.

Exemplary

Thoroughly determined the total value of your investment.

Provide your final opinion/assessment of your investments. 25 %

Unacceptable

Did not provide your final opinion/assessment of your investments.

Needs Improvement

Insufficiently provided your final opinion/assessment of your investments.

Satisfactory

Partially provided your final opinion/assessment of your investments.

Competent

Satisfactorily provided your final opinion/assessment of your investments.

Exemplary

Thoroughly provided your final opinion/assessment of your investments.

Discuss what you learned from this assignment and how this assignment could help you in the future. 25 %

Unacceptable Needs Improvement Satisfactory Competent Exemplary

https://research.strayer.edu/
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_project_excel_template.xlsx
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_writing_assignment_template.doc
Did not discuss what you learned from this assignment and how this assignment could help you in the future.

Insufficiently discussed what you learned from this assignment and how this assignment could help you in the future.

Partially discussed what you learned from this assignment and how this assignment could help you in the future.

Satisfactorily discussed what you learned from this assignment and how this assignment could help you in the future.

Thoroughly discussed what you learned from this assignment and how this assignment could help you in the future.

Two references provided. 5 %

Unacceptable

No references provided.

Needs Improvement

Does not meet the required number of references; all references are poor-quality choices.

Satisfactory

Does not meet the required number of references; some references are poor- quality choices.

Competent

Meets the required number of references; all references are high-quality choices.

Exemplary

Exceeds the required number of references; all references are high-quality choices.

w08a1 - Week 8 Stock Journal

Summary

Click the link to complete your Stock Journal Assignment for this week.

Text

This is the second of three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 8 to your previous work from Week 3, following the instructions below. Two templates have been provided for your use. In one template, you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you will write your rationale/summary. Please download both templates, then complete, save, and submit both templates to Blackboard.

Instructions For this week's portion of the assignment, complete the following:

1. Record the current price of the stock for each company you selected in Week 3's Stock Journal. You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day).

Use the MS Excel spreadsheet or MS Word document to put your Week 3 and Week 8 stock prices side-by-side, to show your comparison.

2. Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your total based on the number of shares and the new price per share, for each company.

3. Evaluate the results of your current investment to provide your opinion/assessment of your investments. Consider the following questions as you provide your opinion:

Why do you believe the stock increased, decreased, or remained static? Are you upset because your investment is worth less than $25,000? Are you happy with the result and the trend?

4. Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer University Library. Note: Wikipedia and other websites do not qualify as academic resources.

5. Submit two documents for your journal assignment submission by uploading them to the assignment submission area: Completed Excel template with Week 3 and Week 8 complete. Completed Word document template with your rationale with Week 3 and Week 8 complete.

This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left- hand menu of your course.

The specific course learning outcome associated with this assignment is:

Analyze the performance of an investment portfolio over time.

Resources Weeks 3, 8, and 10 Stock Journal Project Excel Template 1 [XLSX].

https://research.strayer.edu/
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_project_excel_template.xlsx
Note: The 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.

Weeks 3, 8, and 10 Stock Journal Writing Assignment Template [DOC].

Scoring Guide

Record the current price of the stock for each company you selected in Week 3. 30 %

Unacceptable

Did not record the current price of the stock for each company you selected in Week 3.

Needs Improvement

Insufficiently recorded the current price of the stock for each company you selected in Week 3.

Satisfactory

Partially recorded the current price of the stock for each company you selected in Week 3.

Competent

Satisfactorily recorded the current price of the stock for each company you selected in Week 3.

Exemplary

Thoroughly recorded the current price of the stock for each company you selected in Week 3.

Determine the current value of your total investment. 30 %

Unacceptable

Did not determine the current value of your total investment.

Needs Improvement

Insufficiently determined the current value of your total investment.

Satisfactory

Partially determined the current value of your total investment.

Competent

Satisfactorily determined the current value of your total investment.

Exemplary

Thoroughly determined the current value of your total investment.

Provide your assessment of your investments after evaluating the results of your current investment. 35 %

Unacceptable

Did not provide your assessment of your investments after evaluating the results of your current investment.

Needs Improvement

Insufficiently provided your assessment of your investments after evaluating the results of your current investment.

Satisfactory

Partially provided your assessment of your investments after evaluating the results of your current investment.

Competent

Satisfactorily provided your assessment of your investments after evaluating the results of your current investment.

Exemplary

Thoroughly provided your assessment of your investments after evaluating the results of your current investment.

Two references provided. 5 %

Unacceptable

No references provided.

Needs Improvement

Does not meet the required number of references; all references are poor-quality choices.

Satisfactory

Does not meet the required number of references; some references are poor- quality choices.

Competent

Meets the required number of references; all references are high-quality choices.

Exemplary

Exceeds the required number of references; all references are high-quality choices.

w03a1 - Week 3 Stock Journal

Summary

Click the link to complete your Stock Journal Assignment for this week.

Text

This is the first of three stock journal assignments that you will complete during this course. For this assignment, two templates have been provided for your use. In one template, you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you will write your rationale/summary. Please download both templates, and complete, save, then upload both templates to Blackboard when submitting your work.

Scenario Capital markets and the ability to raise funds for corporate uses are essential to the U.S. economic system. For this assignment, imagine that you have $25,000 to invest in U.S. companies. You are buying used stock. The company got the money when it issued the stock originally. You will be buying it from an existing owner.

You are investing, or buying, the stock because you believe the company will make money and pay you a dividend in cash. Each share of stock that you buy entitles you to any dividend declared and a vote at the annual stockholders' meeting.

https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_writing_assignment_template.doc
The stock also allows you the ability to earn your money back by selling the stock. Of course, investing in stocks is risky and there is the possibility that the stock you buy will be worth less when you want your money back. The company is not obligated to give you any of your money back. You will only get your money back if another investor wants to buy your stock.

Instructions Using the above scenario and the resources listed below, complete the following directions for your Week 3 Stock Journal entry:

1. Select three US companies that are publicly traded using your knowledge and experience and make sure you are practicing good diversification. Jim Cramer, Money Manager, on CNBC, plays a game at the end of his show called "Am I Diversified." Check out the short clip, Am I Diversified - Mad Money [Video], to get a sense of industry diversification.

Ideas for Sources of Information: There are many ways to find such companies and the stock prices, including the New York Stock Exchange, Google Finance, NASDAQ, and Yahoo! Finance.

2. Describe how you will divide $25,000 across the three companies (e.g. $10,000 in Company 1, $10,000 in Company 2, and $5,000 in Company 3). You decide the amount you are investing in each company. You do not have to provide any analysis to justify your decisions.

3. Provide a reason for picking each 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.

4. Identify the number of shares you are buying, and the price of the shares you are buying for each company. Once you decide the companies and the amount for each company, determine how many shares you can buy. For example, if Company 1 is selling for $42.16, then you may buy $10,000/$42.16, or 237.19 shares. But you cannot buy a part of a share, so you decide to buy either 237 or 238. In this example, you buy 237 shares at $42.16 per share, investing $9,991.92. You won’t be able to buy exactly $10,000, or $5,000, or $25,000, but it will be relatively close.

5. Use at least two quality references. Consider using the sources of information ideas above and/or searching and locating resources from the Strayer University Library. Note: Wikipedia and other websites do not qualify as academic resources.

6. Submit two documents for your journal assignment submission by uploading them to the assignment submission area: Completed Excel template. Completed Word document template with your rationale.

Note: This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course.

The specific course learning outcome associated with this assignment is:

Analyze the performance of an investment portfolio over time.

Resources Weeks 3, 8, and 10 - Stock Journal Project Excel Template [XLSX].

Note: The 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.

Weeks 3, 8, and 10 - Stock Journal Writing Assignment Template [DOC].

Scoring Guide

Select three U.S. companies that are publicly traded and make an attempt to practice good diversification. 25 %

Unacceptable

Did not select three U.S. companies that are publicly traded.

Needs Improvement

Selected one or two U.S. companies that are publicly traded. Insufficient attempt to practice good diversification.

Satisfactory

Selected three U.S. companies that are publicly traded. Partial attempt to practice good diversification.

Competent

Selected three U.S. companies that are publicly traded. Satisfactory attempt to practice good diversification.

Exemplary

Selected three U.S. companies that are publicly traded. Thorough attempt to practice good diversification.

Describe how you will divide the $25,000 across the three companies. 25 %

Unacceptable

Did not describe how you would divide the $25,000

Needs Improvement

Insufficiently describes how you would divide the

Satisfactory

Partially describes how you would divide the $25,000

Competent

Satisfactorily describes how you would divide the

Exemplary

Thoroughly describes how you would divide the

https://www.youtube.com/watch?v=f3lDxexupcE
http://www.nyse.com/
https://www.google.com/finance
https://www.nasdaq.com/
https://finance.yahoo.com/
https://research.strayer.edu/
http://cf_weeks_3_8_10_stock_journal_project_excel_template.xlsx/
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_writing_assignment_template.doc
across the three companies.

$25,000 across the three companies.

across the three companies.

$25,000 across the three companies.

$25,000 across the three companies.

Provide a reason for why you chose the selected three U.S. companies. 25 %

Unacceptable

Did not provide a reason for why you chose the selected three U.S. companies.

Needs Improvement

Insufficiently provided a reason for why you chose the selected three U.S. companies.

Satisfactory

Partially provided a reason for why you chose the selected three U.S. companies.

Competent

Satisfactorily provided a reason for why you chose the selected three U.S. companies.

Exemplary

Thoroughly provided a reason for why you chose the selected three U.S. companies.

Identify the number of shares you are buying, and the price of the shares you are buying for each company. 20 %

Unacceptable

Did not identify the number of shares you are buying, and the price of the shares you are buying for each company.

Needs Improvement

Insufficiently identified the number of shares you are buying, and the price of the shares you are buying for each company.

Satisfactory

Partially identified the number of shares you are buying, and the price of the shares you are buying for each company.

Competent

Satisfactorily identified the number of shares you are buying, and the price of the shares you are buying for each company.

Exemplary

Thoroughly identified the number of shares you are buying, and the price of the shares you are buying for each company.

Provide two references. 5 %

Unacceptable

No references provided.

Needs Improvement

Does not meet the required number of references; all references are poor-quality choices.

Satisfactory

Does not meet the required number of references; some references are poor- quality choices.

Competent

Meets the required number of references; all references are high-quality choices.

Exemplary

Exceeds the required number of references; all references are high-quality choices.

w10a1 - Week 10: Investing in My Future

Summary

Click the link for the assignment.

Text

Finance is exciting! In this course, we learned how money can grow through the use of compounding and interest rates and your growth strategies may now be different. What are your new financial goals? Would you like to become more liquid, to save more for your retirement, or to start a new business? Whatever your goals, finance is right at the core. Think about what you learned in this course regarding investing to complete this assignment.

Write a two to three-page paper in which you:

1. Describe three ways you will invest in your future based on the principles of finance discussed in this course. Include terminology from the course and use citations as necessary to support your explanation of the terminology.

2. Discuss one of the three ways you feel most confident as a way to invest in your future. Explain your level of confidence. 3. Of the three ways that you will invest in your future, discuss the one that you perceive might be the most challenging. Then, discuss how you might

overcome some of those challenges. 4. Use the Week 10 Writing Assignment Template [DOC] to provide additional help with organizing your assignment.

Note: This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course.

The specific course learning outcome associated with this assignment is:

Discuss investment plans based on finance principles.

For help with this assignment, view the FIN100 Writing Assignment Help video.

Scoring Guide

Describe three ways you will invest in your future based on the principles of

https://atlas.capella.edu/Course_Files/cf_week_10_writing_assignment_template.doc
http://cdnapisec.kaltura.com/html5/html5lib/v2.74.1/mwEmbedFrame.php/p/956951/uiconf_id/10709241/entry_id/1_t7knz2qy?wid=_956951&iframeembed=true&playerId=kaltura_player_1534864235&entry_id=1_t7knz2qy&flashvars[streamerType]=auto#
finance discussed in this course. Include terminology from the course and use citations as necessary to support your explanation of the terminology. 35 %

Unacceptable

Did not describe three ways you will invest in your future based on the principles of finance discussed in this course. Did not include terminology from the course and use citations as necessary to support your explanation of the terminology.

Needs Improvement

Insufficiently described three ways you will invest in your future based on the principles of finance discussed in this course. Insufficiently included terminology from the course and use citations as necessary to support your explanation of the terminology.

Satisfactory

Partially described three ways you will invest in your future based on the principles of finance discussed in this course. Partially included terminology from the course and use citations as necessary to support your explanation of the terminology.

Competent

Satisfactorily described three ways you will invest in your future based on the principles of finance discussed in this course. Satisfactorily included terminology from the course and use citations as necessary to support your explanation of the terminology.