During the first week of this finance project, I did not select to buy or sell any additional stocks. It took me a little while to figure out the charts on Yahoo Finance and see how the stock market was doing. For this reason, I just chose to observe and record my stocks every Monday, Wednesday, and Friday in order to be consistent. I have never invested or even thought about stocks before starting this class. This class was very helpful and informative to me for this case. In an excel spreadsheet, I tracked down the price of each share for each day, as well as the new values in order to see how much money I have lost or gained. Initially, the stocks that I have chosen included: ATRI, TDG, PCLN, PNRA, ORLY, BIIB, MNST, HUM, CMG, and AAPL. …show more content…
I was experiencing some losses in a few of my other stocks, so I wanted to make a profit and then redistribute the money back into my other stocks in order to increase back their value. This gave me $43301.22 to distribute into my eight other stocks. In an excel sheet, I inputted the calculations of the shares I sold and the redistribution of the money between the other stocks. It also contained the new stock values, as well as my weekly recordings of my stocks. This excel sheet was very useful since I was able to see how my stocks were doing the past couple of days. It was also a great place to note my calculations in order to analyze my action making process.
When looking at my stocks throughout the second week, my portfolio’s value decreased a fair amount. As of November 10th, the S&P Index 500 beat my portfolio. I have recorded the GSPC value to be $1,011,783, while my portfolio is only at $950,976. This was a big difference so it got me nervous about my portfolio. I then noticed that during that day, my MNST stock lost a significant amount of money since it was down by 70.44%, thus making me lose $73,241. This was a great loss, but my other stocks have had significant gains to offset part of the
To first understand what a great company is, Collins used data to answer the follow question: “can a good company become a great company, and if so, how?” The data Collins used on the 1,435 companies to see if they became a great company looks at the company’s cumulative stock return for 15 years, security prices, stock splits, and reinvested dividends.1 He then compared the data to the general stock market, omitting all companies who showed patterns similar to industrial average shifts. After narrowing down the data and comparing it to companies who once had short-lived greatness, Collins found 11 companies that showed distinctive patterns that were higher then overall industrial averages. According to his research; a dollar invested into a mutual fund of a good to great company in 1965 would be worth $470 in 2000, while the same amount would only be worth $56 in the general stock market. These exceptional numbers are on of the factors that lead Collins to believe a company went from good to great.1
This assignment is concerned with your understanding of the key issues relative to portfolio analysis and investment. In completing this assignment you are to limit your scope to the US stock markets only. Use the Cybrary, the Internet, and course resources to write a 2-page essay which you will use with new clients of your financial planning business which addresses the following issues and/or practices:
Project management is a discipline based on careful planning, organization, motivation and control of resources to achieve specific goals and meet specific success criteria. Since every project is unique in nature, a project manager must learn to adapt and identify key areas to drive success. Thus, as a learning initiative, we were given a project to manage through a simulation program named Sim4Project. The emphasis of this simulation was on learning-by-doing, just like in a real-life project. Sim4Project provided a good mix of theoretical knowledge as well as hands-on experience. Professor Leonie gave feedbacks at the end of each period to ensure we were incorporating the project management principles learned in the classroom.
I became an enthusiast of finance ever since I was at high school. At the political economy class, my teacher asked us: if you have a million RMB, how would you use it? She then introduced us the concept of investment, and I was intrigued specifically by the stock. For the latter two years of my high school, I have been reading books and articles regarding the stock market in the U.S. and in China. As one of the outstanding students ranked top 1% in College Entrance Exam in Hainan Province, China, I was accepted by the City University of Hong Kong with a full scholarship. With the strong interest in finance, I chose quantitative finance and risk management as my major.
In a team-oriented setting, everyone contributes to how well the group succeeds overall. You work with fellow members of the group to complete the work that needs to be done. Having the right people in the correct roles is an important factor in measuring the success of a team, where you are united with the other members to complete the main goals. Every group is made up of definite strengths and weaknesses. Our team's 3-5 major strengths necessary to work accordingly consist of Informer, Summarizer, Orienter, Piggy-Backer, and Encourager. One of our strengths as a team is that we get input from everyone involved. Every member of our team is a leader in some way. Part of being a good leader is knowing how important it is to receive the best ideas from each member of their team. We attend group meetings where we discuss any challenges, issues, and problems. At these meetings, we often exchange ideas or brainstorm new ones with each other and come up with the best and most creative team solutions as potential answers to those perceived problems.
This summer’s course in ‘Business and Society’ was a great opportunity for me to learn more about myself, my perspective of business, the role of government in society, policy makers and most importantly the views of the stakeholders. For the spring semester gone and this summer session almost all classes were tied into my major, giving me a better understanding on what I want out of my degree. My major here at Marymount Manhattan College is Finance and this class has surely helped me in figuring out, the workings of ‘big business’ and its impact on stakeholders. This course has helped me understand why many laws, at one point to me sounded absurd, but are in place to protect both industry and stakeholder. I never thought communication was such a priority in the business world until taking this class. From newly learnt material I see communication as a
Today is the second session that I had counselor with this particle client. He came in to see me for the same problem that he had before. But except this time client had be doing a little than before. Before I started with the interview I had use the five stages and dimension of the interviews a client. I want to have an empathic relationship with my client, and gathering story and find the strength of my client is part of getting to know my client. This time I had set a realistic goal that my client can work toward without feeling that he is not in control of making the decision. The next is stage restoring finding what is not working now and trying to find an alternative that will work then take the action of letting the client go or
In general, I consider my greatest strength in the case study tutorials to be a confidence and willingness to contribute, which is certainly something I have struggled with in the past (during A levels, etc.). Having gained experience in group work and in leading a group project in my foundation year at Keele, I now find it far easier to speak up in these situations. I consider myself to generally be a very quiet person, so it has taken a lot of development to get to the point where I am able to speak out loudly and clearly. I am pleased with what I have achieved in this regard.
After finish the whole set of tutorials, our perspective of accounting become more professional. The study of accounting is not just for the knowledge and skill, but also for the critical thinking as a professional. Accounting professional is not just about the job that we what to take for our future career, but also the behavior that we need to have for our daily life.
Project managers have to improve their skills every day to deal with the organizational change and especially the world’s Megatrends. However, it can be a challenge for a project manager to comprehend what skills they should be improved, what sections of project management knowledge that should be tried to perceive, and how to measure and enhance their performance.
Project management involves all activities that encompass scheduling, planning, and controlling projects. A successful project manager ensure that an organization’s resources are being used both efficiently and effectively. Most projects need to be uniquely developed require a sense of customization and the ability to adapt to any posed challenges. The scope of effective project management includes defining what the project is and what is being expected to be accomplished. Projects are imposed to fulfill a certain need and project managers must have the ability to create the proper definition. Goals and the means used to attain those goals have to be clearly stated. Project Managers must also have the ability to plan
Throughout this term, my fellow classmates and I have had a chance to participate in a group project with two or three of our peers. The general topic was a vivid problem in a industry. Our class had a very wide and diverse sets of topics: from Styrofoam, to industrial hacking, to corruption in an influential international organization like FIFA, and so many more. Our group decided to develop a project named “Outsourcing and the price we pay for brands”. The name itselves is somewhat self-explanatory, however the problem is so much more complicated and interesting. In this paper, many struggles and concerns, of the group and of my my own, will be unfolded as I reflect the progress of this project.
...rks. In a word, the MA experience was considered to be a bridge that combines the student learning with working skills, it would be of great help for my future career.
A reflection of the work done to date in this course has given me much clarity on the goals that I wish to achieve in my life and the directions that I need to take to achieve them. In module three, I was able to start a financial planning process, in which I was able to determine my current financial situation concerning income, savings, living expenses, and debts through the utilization of a balance and income statement; financial objectives and personal goals sheet. I prepared a list of current asset and debt balances and amounts spent for various items providing me with a foundation for financial planning activities. In module Five, my financial process continued through the evaluation of a home affordability in which I used Maximum Mortgage
“Financial management is just managing the limited financial resources of the organization has." This includes the use of cash and other assets such as equipment. Financial management has a different meaning than “financial management is the study of obtaining funds and their effective and judicious use, in terms of the overall objectives of the company." The important role of financial management has increased significantly in recent times. Factors such as economic unpredictable turns, fluctuations in interest rates, inflation and disinflation require processing financial management skills of first level. There is a demand for financial management in many sectors of society, including the construction industries. Study of financial management has developed over time in response to changing needs of business management. In general, the field of finance is attached to the economics and accounting. Finance was recognized as an independent field of study in 1900. Due to the Great Depression of the 1900s, the emphasis shifted from the capital fund for the perseverance of capital and maintenance of liquidity. Government intervention in the financial side of the business was strengthened in this period. The most important steps of contemporary financial management began in the mid- 1950s. The nature of financial management was interested in studying the fixed assets management of capital budgets , the efficient use of existing assets , capital structure the composition and the dividend policy . The risk-return relationship has also been emphasized by the last 30 years. Overall objective is to maximize long- term shareholder of the company’s wealth, increasing the market value (price) of shares