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Stock Portfolio Summary 1

In this discussion, you will need to log on to the TDAU thinkorswim platform one more time. Once logged on, review the status of your portfolio and respond to the following:

  • Compute and tell the class your final rate of return on your stock portfolio using the start date of the project and (as the end date) the date of your initial post to this discussion. Be sure to include an “as of” date.
  • Consider what you have learned in this course and tell the class which stocks you would purchase again and which ones you would not. Explain why.
  • Tell the class why you believe your stock prices have changed while considering current financial news and information available. Would you want to have bonds or mutual funds in your investment portfolio? Why or why not?
  • Address the quality of the stock and the company, risk, return, and diversification.

In your response posts to your classmates, advance the discussion by commenting on their investment decisions and opinions. Use your module resources to support your responses.

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