Unit 5 [GF560: Fixed Income and Futures Investing]
Unit 5 Final Project Part 1:
Your Final Project is composed of two parts:
Part 1 is a 10-15 slide PowerPoint presentation where you will create, tack and analyze a
financial portfolio. Part 1 is due at the end of Unit 5
Part 2 is a 4-6 page analysis of your findings of the foreign markets and your portfolio. Part 2 is
due at the end of Unit 6.
Part 1: PowerPoint Assignment (Due at the end of Unit 5)
In this course project, you will create a financial portfolio that will track and analyze its performance
throughout the course. You need to analyze the market you choose over the length of the course.
What economic factors are driving the market? Which markets are the most successful, etc.
You can use any of the markets for your analysis. You can use the Dow Jones Industrial Average
and its component stocks or Yahoo Finance. Click on Dow and you will see approximately 30
component stocks. Choose at least five stocks to monitor. Chart the closing prices at closing each
week for the indices you use (see the Webliography tab).
The Presentation should answer all of the following questions:
? What do you think caused the changes in the market and the indices?
? What has happened over each week that was consistent with what you have learned about
security investments in this course?
? Did the stock price react quickly to news?
PowerPoint Presentation Format:
? Prepare a 10 – 15 slide presentation excluding the title slide and reference slides.
? You may include comments or additional information in the notes section of the slide
? The PowerPoint presentation should be in APA format.
? Include one title slide
? Analysis of your 5 stocks,
? All references should be included on 1 or 2 slides at the end of the presentation.
Directions for Submitting your Presentation
Compose your assignment in a MS PowerPoint document and save it as Username-GF560
Assignment -Unit#.pptx (Example: TAllen- GF560 Presentation- Unit 5.pptx). Submit your file by
selecting the Unit 5: Final Paper Dropbox by the end of Unit 5.