Fund Comparison - 2016-08 - INVESTMENTS This is the first...

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INVESTMENTS: This is the first of two projects related to “Funds” Project – Fund Comparison (this project) Project – Portfolio – Create and Analyze a Portfolio or Fund (the next project) Click for VIDEO: Project - Fund Comparison 1 (10:34) ===================== Important Fall 2016 update: Yahoo Finance made some significant changes to their website only recently. This may be related to them being acquired. For years, Yahoo Finance has been an excellent source of well-presented, free financial data. Professors like me have relied on it for many years as a place to direct students. Oh well. The videos refer to collecting data from Yahoo and S&P NetAdvantage as essential for this project. That is still the same, however I haven’t had time to redo the videos, which may cause some confusion. You will see references to using Yahoo for some data that appears to no longer be available. Therefore -- Not to worry: 1. Search for your two funds using Yahoo like you’ll see me suggest below and in the videos. 2. Collect the “historical pricing” data for your returns calculations in Yahoo. The Historical Data is now on a horizontal nav bar rather than vertically on the left like in the past. 3. THEN for all other data points I’m asking you to collect from either Yahoo or S&P, just get them from the S&P reports. Thankfully, that interface hasn’t changed and the reports are quite detailed. Until I get to redo these videos (which refer to the Word document you’re reading now), I’ll keep the rest of things the same and highlight my comments in BOLD to point out something that may look different. Ask away if you have questions, but it shouldn’t be too hard to figure out. ====================== OVERALL PURPOSE : A significant part of the first two projects is merely to introduce and familiarize you with some of the “what, where and how” of analyzing investments. What are the data? Where can you find them? And how might you use the data available? While you are not limited to these sources, you will be gathering data from Yahoo Finance ( http://finance.yahoo.com/ ) and Standard & Poors NetAdvantage ( http://www.netadvantage.standardandpoors.com.dax.lib.unf.edu/NASApp/NetAdvantage/index.do -- login required via the UNF Library) You will be putting this data into spreadsheet templates that I provide to guide your analysis (this helps you) and standardizes the presentation of what you turn in (this helps me). You will apply some of the calculations you learn in the course, and then you need to interpret and write up your results. INVESTMENTS Davis: Project – Fund Comparison 1
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Project – Fund Comparison THE “DELIVERABLE” – WHAT YOU TURN IN: A single, Microsoft Word document which has a JPG (or similar bitmap image type) pasted into the first page that is sized to be readable on the one page.
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