All Docs Financial Literacy Read Names: Fernando Rodriguez, Kimberly Rodriguez, Hardys Baez, Octavio Gonzalez, David Balbuena, Jessica Garcia, Luke Richardson, Steve Llapa, Roberto Gil, Aaron Algu Instructions: Part 1. It’s New Years’ Eve 2013. You have just inherited $5,000 from your wise and frugal Aunt Tillie. Having already set up your two savings funds, you want to be sure to use this precious gift in a way she would be proud of. Using the set of stocks provided below, develop a portfolio of the stocks you intend to invest in. You can invest in one, all, or select stocks as long as your total portfolio comes to $5,000. (You can have up to $100 cash left over.) Name Symbol Industry Price* 12/31/13 #Shares Cost Price* Today Cost Microsoft MSFT Tech $37 13 $500 $259 $3,367 ExxonMobil XOM Oil $101 Amazon Amzn Retail $399 Pfizer PFE Pharma $31 Ford F Auto $15 Wells Fargo WFC Financial $45 Sprint S Telecom $11 Public Storage PSA Prop Rental $151 10 $1500 $309 $3,090 McDonalds MCD Restaurant $97 15 $1500 $254.37 $3,815.55 Home Depot HD Retail $82 18 $1500 $294 $5,292 Stock Portfolio MSFT PSA MCD HD Remaining Cash $4500 $3000 $1500 $0 $5000 Spent $5000 Total Portfolio $500 $1500 $1500 $1500 $5000 Gained $15,564.55 Part 2. Time has gone by. Using Yahoofinance.com, find the current stock prices* to see how much are your stocks are worth today. Has your total portfolio gone up or down? *Stock prices rounded off to the closest dollar Our Portfolio went up