 You have $100,000

 You will invest in the Capital Market

 Submit an Excel Spread Sheet showing your initial portfolio

 Include at a minimum: investment name, symbol, price per share, number of shares, total $ value, dividends, bond price, coupon, yield, percentage changes over time ... any measures you deem important to communicate the value of your Portfolio.

 Presentation is critical! Strive for clarity. Produce a Portfolio Report that you would expect to receive from an Investment Advisor. Present your material in a positive, favourable fashion.

 Include notes explaining why you made the choices that you did (your understanding of the economy and how you would invest your own money or that of an imaginary client).

• With each update describe the changes you made and explain why you made the changes; update prices and total portfolio value; show percentage changes.

• How well are you doing? Would a benchmark help illustrate your results?

Criterion

Overall readability

Use of Excel functions

Asset selection

Narrative

Benchmark