Posted: November 23rd, 2022
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1. You will track your evenly distributed portfolio of four investments each business day for 10 business days, from November 7 through November 18 in the IPA Model Download IPA Model.
2. You have no choice with your first three investments in your portfolio, but you can choose anything you want for your fourth investment. Your choice for your fourth investment will be submitted separately in the “Submit Your Investment Choice for Your IPA Project” assignment before you begin this assignment.
3. Your beginning adjusted closing prices reflect the adjusted closing prices of your investments as of Friday, November 4, 2022.
4. After input of your Friday, November 4, 2022 adjusted closing prices on the “IPA Model” tab of the IPA Model workbook, input the adjusted closing prices of your investments each business day on the “IPA Model” tab of the IPA Model workbook.
5. Once you complete input of the adjusted closing prices for your investments each day, the IPA Model will automatically calculate a new portfolio total for that day.
6. When you have entered your 10 business days of adjusted closing prices (from November 7 through November 18) in the “IPA Model” tab of the IPA Model workbook, review your results and write your conclusion and observations in the box at the bottom of the IPA Model tab. See the Rubric and Grading section below for details about this part of the assignment.
Here is the rubric for the IPA project grading:
1. Stock price input (44 items) (2.5 points total):
-Incorrect stock price inputs will result in a deduction of .05 points per input, with total deductions capped at .75 points.
-The minimum you can get if you complete all your inputs is 1.75 points.
-Omitted stock price inputs will result in a deduction of .05 points per input, with no cap on total deductions.
-The minimum you can get for omitting stock price is 0 points.
2. Detailed Account of Observations, Conclusions and Intended Actions (7.5 points):
-To earn the entire 7.5 points, you must write a minimum of 500 words.
-Your responses must include observations about the results of your investment portfolio, conclusions you have drawn and lessons learned for future investment activity.
-You should write clearly and cleanly, with a minimum of errors.
-If you have any questions about these instructions, please ensure that you speak with me or with a TA to get your questions answered.
-Do not make assumptions, as an incorrect assumption will most likely impact your grade.
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