P3- Price History Report Narrative Homework Assignment Guidance


P3- Price History Report Narrative Homework Assignment Guidance


This P3- Price History Report Narrative Homework Assignment Guidance is designed to provide additional information for your P3- Price History Report Narrative Homework Assignment. Your P3 Homework Assignment is divided into two parts (1) Purchasing five bonds for a total of $100,000 and (2) providing a price history narrative report about your individual Portfolio.

Part 1 Purchasing Five Bonds: This section of the homework assignment is similar to your P2- Initial Portfolio Homework Assignment.  A good outline for your P3A- Bond Purchase Homework Assignment is to start with a one paragraph summary of your P1- Investment Selection Policy Statement. Conclude your summary by stating that you used these guidelines when purchasing five bonds, then describe the bonds you simulated purchasing. (Note: Assume a $1,000 par value for all bonds. Do not purchase bond funds)

If you made exceptions to your P1- Investment Selection Policy, in a second paragraph (and before your description of the bonds you simulated purchasing) mention where and why you did not follow your P1- Investment Selection guidelines. The next section of the paper will describe the bonds you purchased.

Provide information about the initial simulated purchase price of your bonds. (Do not use CBOE for your simulated bond purchase. CBOE has equities, ETFs, options and futures.) The following are several good online resources for bonds:

Investinginbonds.com (www.investinginbonds.com) sponsored by the Bond Market Association, features online educational information on a wide range of bonds and other fixed-income securities. This Web site can help you educate yourself about investing in bonds and even has a yield calculator that you can use to compare your returns to other types of investments.

Bondsonline.com (www.bondsonline.com) includes news, quotes and trading for the individual and institutional bond investor.

Learnbonds.com (http://learnbonds.com/category/bond-investment-guides) provides beginner, intermediate, and advanced learning guides for bond buyers.

I suggest using an Excel spreadsheet to record your initial simulated bond purchases and to track the daily prices of your individual Portfolio (this will give you a head start on P4- Excel Spreadsheet Investment Analysis of Investment Returns). Don’t forget to deduct transaction costs. There is a spreadsheet tracker you can use in Content, Week 3.

Part 2 Price History Report Narrative: You now have ten securities in your Portfolio. Has the value of your initial portfolio increased or decreased? Has the market outlook for your investments changed? Have any of the organizations your investments represent been in the news? Did you receive a dividend?  Include any pertinent facts that can impact the value of your individual Portfolio

If your P3- Price History Narrative Homework Assignment does not follow this outline but includes all the elements listed, you are heading in the right direction.

Please keep in mind that the information you provide in P3- Price History Report Narrative will be used for your Portfolio Management Project Written Report and Portfolio Management Project Presentation.

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