Name: Rhea Panchal Per: 2 Date: 10/25/18(Late)
Codelli’s Stock Portfolio
Period of Investment (date range)
(Please edit this on the computer and print it – feel free to add graphics and make it your own!)
Part I.
List of Companies invested in individually and how many shares purchased (should have the logos or graphics of each)
Apple: 2 shares
American Express: 6 shares
Boeing Co: 5 shares
Intel Corporation: 5 shares
Nike: 4 shares
Your Individual Starting Investment Amount: $50,000
Your Individual Ending Investment Amount (may be negative):
Part II. Total Amount Invested (Individual) Remember you should have diversified into at least three companies and spent most of your money.
Total Amount Made (Individual) (may be negative) please explain if you shared or invested with someone else in the class
Part III. INVESTMENT FORM – (Do at least THREE of these)
Name of Company: Apple
Check the company’s profile, what do they buy, sell or make?
Apple is an American technology company which designs, develops, and sells consumer electronics, computer software, and online services. The company's products include the iPhone, the iPad, the Mac, the iPod media player, the Apple smartwatch, the Apple, and HomePod speaker.
Does your company pay a dividend?
Apple pays the biggest dividend in the world. Apple announced after the bell Tuesday a 10.5 percent increase in its dividend to $13.22 billion annually, surpassing Exxon Mobil's $12.77 billion payout and making it the biggest-paying dividend stock in the world.(CNBC Markets)
Has their stock price split lately (one share becomes two)?
Apple’s stock has split four times since the company went public. The stock split on a 7-for-1 basis on June 9, 2014 and split on a 2-for-1 basis on February 28, 2005, June 21, 2000, and June 16, 1987(investor.apple)
Has the company’s stock price changed in the last 3 months? 1 year? 5 years?
What was the high price for the stock in the last 52 weeks? The low? Current?
Research ONE news article about your company. You can copy and paste links in your portfolio. Summarize in a sentence or two what the article said. Is there a trend? Is there a new product coming out? Are they having trouble selling their product? Are there any scandals that could be affecting stock? Be sure to attach the articles to the back of this sheet.
This article discusses about Apple’s finance and their transformation throughout these years.
Iphone Xr is the new product available from Apple.
Did this stock help or hurt you? Would you continue to invest in this company? Yes I would invest in this company.
INVESTMENT FORM – (Do at least THREE of these)
Name of Company: American Express
Check the company’s profile, what do they buy, sell or make?
Founded in 1850 and is one of the 30 components of the Dow Jones Industrial Average. The company is best known for its charge card, credit card, and traveler's cheque businesses. (Wikipedia)
Does your company pay a dividend?
Dividend stats on American Express
Current Quarterly Dividend Per Share
$0.35
Current Yield
1.5%
Number of Consecutive Years With Dividend Increases
6 years
Payout Ratio
29%
Last Increase
October 2017
(https://www.fool.com/investing/2017/11/30/will-american-express-raise-its-dividend-in-2018.aspx)
Has their stock price split lately (one share becomes two)?
Stock Split History says, “American Express (AXP) has 6 splits in our American Express stock split history database. The first split for AXP took place on February 11, 1983. This was a 4 for 3 split, meaning for each 3 shares of AXP owned pre-split, the shareholder now owned 4 shares.”
Has the company’s stock price changed in the last 3 months? 1 year? 5 years?
What was the high price for the stock in the last 52 weeks? The low? Current?
The latest closing price for American Express as of October 30, 2018 is 102.08.
Research ONE news article about your company. You can copy and paste links in your portfolio. Summarize in a sentence or two what the article said. Is there a trend? Is there a new product coming out? Are they having trouble selling their product? Are there any scandals that could be affecting stock? Be sure to attach the articles to the back of this sheet.
https://www.fool.com/investing/2018/10/30/american-express-wants-to-get-digital.aspx
Did this stock help or hurt you? Would you continue to invest in this company?
The stock didn’t hurt me because I made a good profit from this company. Yes, I would invest in this company.
INVESTMENT FORM – (Do at least THREE of these)
Name of Company: Nike
Check the company’s profile, what do they buy, sell or make?
Nike is a footwear manufacturing company which makes activewear clothing products, footwear, accessories and equipment.
Does your company pay a dividend?
Nike has been paying out quarterly cash dividends to its shareholders since 1985. (investopedia.com)
Has their stock price split lately (one share becomes two)?
Nike has had 6 splits. The first split for Nike took place on October 08, 1990. This was a 2 for 1 split, meaning for each share of Nike owned pre-split, the shareholder now owned 2 shares.(stocksplithistory.com)
Has the company’s stock price changed in the last 3 months? 1 year? 5 years?
Yes
What was the high price for the stock in the last 52 weeks? The low? Current?
52 Week Low/High 86.04
Research ONE news article about your company. You can copy and paste links in your portfolio. Summarize in a sentence or two what the article said. Is there a trend? Is there a new product coming out? Are they having trouble selling their product? Are there any scandals that could be affecting stock? Be sure to attach the articles to the back of this sheet.
Did this stock help or hurt you? Would you continue to invest in this company?
INVESTMENT FORM – (Do at least THREE of these)
Name of Company: Boeing Co.
Check the company’s profile, what do they buy, sell or make?
Does your company pay a dividend?
Has their stock price split lately (one share becomes two)?
Has the company’s stock price changed in the last 3 months? 1 year? 5 years?
What was the high price for the stock in the last 52 weeks? The low? Current?
Research ONE news article about your company. You can copy and paste links in your portfolio. Summarize in a sentence or two what the article said. Is there a trend? Is there a new product coming out? Are they having trouble selling their product? Are there any scandals that could be affecting stock? Be sure to attach the articles to the back of this sheet.
Did this stock help or hurt you? Would you continue to invest in this company?
INVESTMENT FORM – (Do at least THREE of these)
Name of Company: Intel Corporation
Check the company’s profile, what do they buy, sell or make?
Does your company pay a dividend?
Has their stock price split lately (one share becomes two)?
Has the company’s stock price changed in the last 3 months? 1 year? 5 years?
What was the high price for the stock in the last 52 weeks? The low? Current?
Research ONE news article about your company. You can copy and paste links in your portfolio. Summarize in a sentence or two what the article said. Is there a trend? Is there a new product coming out? Are they having trouble selling their product? Are there any scandals that could be affecting stock? Be sure to attach the articles to the back of this sheet.
Did this stock help or hurt you? Would you continue to invest in this company?