Final Finance Report

Introduction

In August 2013, we were given $10000 to invest so we invested in Nike, Facebook, Apple, Hershey and Walmart. We bought 25 shares of Nike, 55 shares of Facebook, 3 shares of Apple, 20 shares of Hershey and 24 Shares of Walmart. Below is more information about each company we invested in.

Nike

Intro

At the beginning of the year we bought 25 shares of Nike for $79.6 each.

The value of our shares from Nike have gone up and down numerous times throughout the year. The smallest share price was $70.83 on April the 7th 2014. The largest share price in value from December 1st to May 15th was 79.6 at the start of the year (December 1st 2013). The current value of our shares from Nike is $1839.5 on the 15th of May in 2014.

Conclusion

It was not a good choice to invest in Nike, because by the end of the year we had lost $150.50 or 7.6%. Nike would have been an okay choice had we sold our shares in March, because then we wouldn’t have lost as much money.

Facebook

Intro

At the beginning of the year bought 55 shares of Facebook for $45.89 each.

The graph shows that the numbers slowly trend up throughout the year. The largest value of each share price was $72.03 on the 3rd of March. The smallest value of each share price was $45.89 on December 1st 2013. The value of our shares increased by a lot in the first half of the year. It’s peak was in the beginning of March. After March 3, the value slowly decreased. Just recently, the value has been going up and down. The current value of our shares from Facebook is $3257.65 on the 15th of May in 2014.

Conclusion

It was a very good choice to buy shares from facebook because we made $733.7 or 29.1% since the beginning of the year. Although it would have been better had we sold our shares in March, we still made a lot of money from this company.

Apple

Intro

At the beginning of the year we bought 3 shares of Apple for $533.4.

The value of our shares decreased at the beginning of the year. Then about halfway through the year, the value of our shares went up and down. Until the end of the year when the value of the share price increased tremendously. The highest price of each share was $594.09 on the 28th of April in 2014. The lowest price of each share was $512.51 on the 10th of February in 2014. The current value of our shares from Apple is $1781.61 on the 15th of May in 2014.

Conclusion

Investing in this company was a good idea because by the end of the year we had made $181.41 or 11.3%. Unlike the other companies, it was best that we sold our shares at this time because it increased by so much towards the end of the year.

Hershey

Intro

At the beginning of the year we bought 20 shares of Hershey for $96.62.

The value of our shares from Hershey increased very quickly around Valentines Day. From their the value decreased quickly, then slowly and finally, back to the start. The highest value of each share was $108.07 on the 24th of February in 2014. The lowest value of each share $94.81 on the 17th of December in 2013. The current value of our shares from Hershey is $1929.60 on the 15th of May in 2014.

Conclusion

Investing in this company was not a good idea because we lost $2.80 or 0.14% and we didn’t really go anywhere. It would have been worthwhile had we sold our shares in February.

Walmart

Intro

At the beginning of the year we bought 24 share of walmart for $80.68.

The value of shares decreased. Then around the middle of the year the value increased. The highest value of each share was $82.30 on the 17th of December. The lowest value of each share was $72.82 on the 10th of February in 2014. The current value of our shares from Walmart is $1843.92 on the 15th of May in 2014.

Conclusion

Investing in Walmart was not a good idea, because although the numbers slowly increase toward the end, they don’t fully recover by the end of the year. By the end of the year we had lost $80.40 or 4.6%. We would have made more money had we sold our shares on the 17th of December.

Total

Intro

In total, we invested $10,000.

The numbers increased slowly halfway through the year. After it’s peak on March 10, the numbers quickly decreased. Recently the numbers have been going up and down in value, but slowly inching up while doing so. The highest value our shares were worth was $11423.23 on the 10th of March in 2014. The smallest value our shares were worth was $10000 at the beginning of the year on December 1st in 2013. The current value of our all of our shares in $10652.28.

Conclusion

Investing in these companies was a good choice. Although it would have been best to sell our shares in early March, we still ended up making $652.28 or 6.5%.

Should You Keep Investing With Us?

We think you should keep investing with us, because we can increase the amount of money you have by 6.5% per year, which is pretty good.