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Main Company name: Apple

Companies comparing to: Amazon and nike

Detailing the performance of the Company

Graph of the stock performance beginning with your entry the week of Feb. 7th and ending with your entry the week of April 18th. Include any dividend declared during the time period. The graph should also include at least one of the major stock market indexes (DJIS, S&P 500, etc.). A graph of stock performance for Excel tracking spreadsheet. A graph of your company's stock compared to a major index.

Calculate profit or loss. Assume you purchased a round lot of 100 shares of your stock at the First week's price and you paid a $25 commission to your broker for the trade. Account for any dividend paid by multiplying the amount by the number of shares. Sell your shares using the closing price of the last day and also deduct from the sale another $25 commission on the trade. You therefore should have a profit (or loss) indicated by: (100 shares x Sale Price) - $25 commission + Dividend - Purchase Price - $25 commission = Total

What was your profit or loss?

Would you have been better off leaving the money in a secure account earning 0.25%? (This is a quarter of 1 percent- not 25%)

How did your company do compared to the indices? Compared to competitors?

What events this semester lead to any comparative fluctuations?

Answer:

Apple 1st week price = $162.64 , Closing price (18th April) = $177.84, Dividend 15th Feb = $.63

Amazon 1st week price = $1402.91 , Closing price (18th April) = $1527.84

Nike 1st week price = $65.95 , Closing price (18th April) = $66.2, Dividend = $ 0.20

Profit Apple = 100*177.84 - 25 + 0.63*100 - 162.64*100 - 25 = $ 1533

Profit Amazon = 100*1527.84 - 25 - 1402.91*100 - 25 = $ 12443

Loss Nike = 100*66.2 - 25 + 0.20*100 - 65.95*100 - 25 = $5

Amount invested in Apple = $16264 + $50 = $ 16314

Profit = $1533

Apple profit %age = 1533/16314 = 9.40% for the period

Annual return = 9.4% * 49 days / 365 = 1.26% on an annual basis

We are better off investing in Apple than a secure account earning 0.25%.

Compared to indices S&P 500 , stock did much better, The return for S&P was 1% for the period.

Compared to Nike, Apple did well. Nike had a loss. Compared to Amazon, the absolute dollar value return was low, however, percentage return was high. Amazon % age return = 12443/140291 = 8.86% for period of 49 days

The events that led to fluctuations were:

Trumps' trade war with China

Trumps attack on Amazon as a company

Rise in treasury yields

Inflationary pressure

Apple vs S&P 500 3, 00 $2, 700.00 2, 400.00 2, 100.0D 1,200.00 $900.00 $300.00 909 1/30/201s 2/9/2018 2/19/2018 3/1/2018 3/1 1/201B /31/2018 4/10201 4/20/201S 4/30/2014 Apple S&P S00

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