Finance-AW402

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Investment Data Collection and Analysis Worksheet (Stock)

 

Name of Investment
 

Ticker Symbol
 

Investment Style?
Stock:
Large Value Large Blend Large Growth
Mid Cap Value Mid Cap Blend Mid Cap Growth
Small Cap Value Small Cap Blend Small Cap Growth

Investment Sector?
Basic Materials Consumer Defensive Healthcare
Communication Services Energy Industrials
Consumer Cyclical Financial Services Real Estate
Technology Utilities

Other (explain)
 

Briefly describe the stock; what does the company do? How would you compare it to it’s peers?
 

What is the current Price?
What is the current P/E ratio?
What is the current yield?
What is the current market cap?
What is the target fair market value?
 

What action would you recommend doing?
 

Buy Hold Sell

Risk Continuum (How risky is this investment compared to all other types of investments?)
 

Very Low Low Medium High Very High
 
Explain your answer to the two risk questions.
 
Investment Data Collection and Analysis Worksheet (Exchange Traded Fund – ETF
 
Name of Investment
 
Ticker Symbol

 

Investment Style (In what kinds of things does it invest?)
 
Stock Fund
Large Value Large Blend Large Growth
Mid Cap Value Mid Cap Blend Mid Cap Growth
Small Cap Value Small Cap Blend Small Cap Growth
 
Bond Fund
 
Short Term High Quality Intermediate Term HQ Long Term HQ
Short Term Medium Quality Intermediate Term MQ Long Term MQ
Short Term Low Quality Intermediate Term LQ Long Term LQ

Other (explain)
 

Briefly describe the fund; in what does it invest; how does it invest; what is the investment style?
 

What is the appropriate market index for comparison?
What is the funds expense ratio?
What is the current price of this fund? As of Date:
What is the current Premium/Discount of this fund? As of Date
 
Risk Continuum (How risky is the fund compared to the appropriate index?)
 
Very Low Low Medium High Very High

Risk Continuum (How risky is the fund compared to all other types of investments?)
 
Very Low Low Medium High Very High

Explain your answer to the two risk questions.
Investment Data Collection and Analysis Worksheet (Closed-End Fund)
 
Name of Investment
 
Ticker Symbol
 

Investment Style (In what kinds of things does it invest?)
Stock Fund
 
Large Value Large Blend Large Growth
Mid Cap Value Mid Cap Blend Mid Cap Growth
Small Cap Value Small Cap Blend Small Cap Growth
 
Bond Fund
 
Short Term High Quality Intermediate Term HQ Long Term HQ
Short Term Medium Quality Intermediate Term MQ Long Term MQ
Short Term Low Quality Intermediate Term LQ Long Term LQ
 
Other (explain)

Briefly describe the fund; in what does it invest; how does it invest; what is the investment style?
 

What is the appropriate market index for comparison?
What is the beta of this fund?
What is the funds expense ratio?
What is the current price of this fund? As of Date
What is the current Premium/Discount of this fund?As of Date:
 

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Related Services

 

Risk Continuum (How risky is the fund compared to the appropriate index?)
 
Very Low Low Medium High Very High

Risk Continuum (How risky is the fund compared to all other types of investments?)
 
Very Low Low Medium High Very High
 

Explain your answer to the two risk questions.
Investment Data Collection and Analysis Worksheet (Open-End Mutual Fund)
 
Name of Investment
 
Ticker Symbol
 
Investment Style (In what kinds of things does it invest?)
 
Stock Fund
 
Large Value Large Blend Large Growth
Mid Cap Value Mid Cap Blend Mid Cap Growth
Small Cap Value Small Cap Blend Small Cap Growth

Bond Fund
 
Short Term High Quality Intermediate Term HQ Long Term HQ
Short Term Medium Quality Intermediate Term MQ Long Term MQ
Short Term Low Quality Intermediate Term LQ Long Term LQ

Other (explain)
 

Briefly describe the fund; in what does it invest; how does it invest; what is the investment style?
 
What is the appropriate market index for comparison?
What is the beta of this fund?
What is the funds expense ratio?
 

Risk Continuum (How risky is the fund compared to the appropriate index?)
 
Very Low Low Medium High Very High
 

Risk Continuum (How risky is the fund compared to all other types of investments?)
 
Very Low Low Medium High Very High
 

Explain your answer to the two risk questions.
Calculate the total return for each investment during the tracking period
 

Stock Ticker Symbol __________ Return: __________

ETF Ticker Symbol __________ Return: __________

Closed-End Fund Ticker Symbol _________ Return: __________

Open-End Fund Ticker Symbol __________ Return: __________

 

What were the High/Low values for each investment?
 

Stock Ticker Symbol __________ High: __________ Low: _________

ETF Ticker Symbol __________ High: __________ Low: _________

Closed-End Fund Ticker Symbol _________ High: __________ Low: _________

Open-End Fund Ticker Symbol __________ High: __________ Low: _________
 
Please comment on the concepts that you learned during this exercise. What do you believe are the most important factors when choosing investments? What type(s) of investment do you prefer to invest in (stocks, ETFS, Closed-End Funds, Open-End Funds) and why?

 
 
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Summary