Finance Question

Learning Goal: I’m working on a finance case study and need a sample draft to help me learn.


1. You will track your evenly distributed portfolio of four investments each business day for 10 business days, from August 15 through 26, 2022 using yahoo finance

2. You have no choice with your first three investments in your portfolio, but you can choose anything you want for your fourth investment. I choose Occidental Petroleum Corporation (OXY)

3. Your beginning adjusted closing prices reflect the adjusted closing prices of your investments as of Friday, August 12, 2022.

4. After input of your Friday, August 12, 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. the IPA Model will automatically calculate a new portfolio total for that day.


6. Write Detailed Account of Observations, Conclusions and Intended Actions 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. Finally, you should write clearly and cleanly, with a minimum of errors.

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