You will be required to write a six-page report (APA), using the following format:
Introduction: Both qualitative and quantitative) reasons used in selecting each of the stocks in your portfolio. This must also include a brief background of the companies.
Analysis: Ratio analysis of each of your four companies and the performance of portfolio during the duration of the project. This section must explain the key possible causes for the volatility (changes in the weekly prices of the stocks) in the performance of your portfolio.
Recommendations: must be based on either one of the following (a) Buy, (b) Sell, (c) Hold. They should be driven by the performance of the portfolio and relevant concepts.
Conclusion: Must include lessons learnt from the project.
Investment Tracking
| Week 1 Close 12/16/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | |||
| 981 | VinFast Auto Ltd. | VFS | $7.88 | $7,730.28 | |||
| 1,555 | Rhythm Pharmaceuticals, Inc. | RYTM | $47.20 | $73,396.00 | |||
| 680 | Indivior PLC | INDV | $14.83 | $10,084.40 | |||
| 495 | PG&E Corporation | PCG | $17.76 | $8,791.20 | |||
| Current Value: | $100,001.88 | ||||||
| Week 2 Close 12/23/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $5.00 | $4,905.00 | -$2,825.28 | -$2,825.28 | -4.23% |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $46.50 | $72,307.50 | -$1,088.50 | -$1,088.50 | |
| 680 | Indivior PLC | INDV | $12.00 | $8,160.00 | -$1,924.40 | -$1,924.40 | |
| 495 | PG&E Corporation | PCG | $21.00 | $10,395.00 | $1,603.80 | $1,603.80 | Weekly Return |
| Current Value: | $95,767.50 | -$4,234.38 | -$4,234.38 | -4.23% | |||
| Week 3 Close 01/12/2024 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD ROI |
| 981 | VinFast Auto Ltd. | VFS | $6.59 | $6,464.79 | $1,559.79 | -$1,265.49 | -10.82% |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $40.68 | $63,257.40 | -$9,050.10 | -$10,138.60 | |
| 680 | Indivior PLC | INDV | $15.87 | $10,791.60 | $2,631.60 | $707.20 | |
| 495 | PG&E Corporation | PCG | $17.51 | $8,667.45 | -$1,727.55 | -$123.75 | Weekly Return |
| Current Value: | $89,181.24 | -$6,586.26 | -$10,820.64 | -6.88% | |||
| Week 4 Close 02/02/2024 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $5.72 | $5,611.32 | -$853.47 | -$2,118.96 | -4.45% |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $44.88 | $69,788.40 | $6,531.00 | -$3,607.60 | |
| 680 | Indivior PLC | INDV | $17.51 | $11,906.80 | $1,115.20 | $1,822.40 | |
| 495 | PG&E Corporation | PCG | $16.65 | $8,241.75 | -$425.70 | -$549.45 | Weekly Return |
| Current Value: | $95,548.27 | $6,367.03 | -$4,453.61 | 7.14% | |||
| Week 5 Close 02/09/2024 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $5.25 | $5,150.25 | -$461.07 | -$2,580.03 | 4.83% |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $51.18 | $79,584.90 | $9,796.50 | $6,188.90 | |
| 680 | Indivior PLC | INDV | $17.73 | $12,056.40 | $149.60 | $1,972.00 | |
| 495 | PG&E Corporation | PCG | $16.25 | $8,043.75 | -$198.00 | -$747.45 | Weekly Return |
| Current Value: | $104,835.30 | $9,287.03 | $4,833.42 | 9.72% | |||
| Week 6 Close10/13/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | -$5,150.25 | -$7,730.28 | -100.00% | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | -$79,584.90 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | -$12,056.40 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | -$8,043.75 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | -$104,835.30 | -$100,001.88 | -100.00% | |||
| Week 7 Close 10/20/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -100% | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week 8 Close 10/27/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week 9 Close 11/03/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week 10 Close 11/10/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week 11 Close11/17/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week 12 Close 11/24/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week13 Close 12/01/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$100,001.88 | ERROR:#DIV/0! | |||
| Week 14 Close 12/08/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 981 | VinFast Auto Ltd. | VFS | $0.00 | $0.00 | -$7,730.28 | -1 | |
| 1555 | Rhythm Pharmaceuticals, Inc. | RYTM | $0.00 | $0.00 | -$73,396.00 | ||
| 680 | Indivior PLC | INDV | $0.00 | $0.00 | -$10,084.40 | ||
| 495 | PG&E Corporation | PCG | $0.00 | $0.00 | -$8,791.20 | Weekly Return |