Alyssa Bergmark

Dr. Ohn

FIN 413 - International Finance

30 April 2022

Global Investment Project: Report 2

Since my last investment report in February, I decided to keep my three stocks I

originally invested in and see how it would affect me at a later time period. I invested in

Coca-Cola, Tesla, and S&P 500. By analyzing my portfolio summary, I can already see that my

return percentage has significantly increased. Last report, I had a return of -0.11%. This report I

have a return percentage of 0.75%. For about a two month period, my return has increased by

0.86%. My cash balance increased by over $5,000. My class rank did drop slightly from 2nd to

4th, but I am still happy with my rank being high in the class. Below I have attached my

portfolio summary.
 So, I decided to stick with each stock and not trade them for a few different reasons. First,

I did some research before making my decision. According to The Motley Fool, “Coca-Cola is a

Dividend King that has increased its payout for 60 consecutive years, one of the longest streaks

of any public company. Investors can get a dividend yield of just under 3% at the current share

price, which can either be money in your pocket or reinvested to buy more shares to earn more

dividends!” (The Motley Fool, 2022). Obviously, we are using a stock simulator but because of

Coke’s dividend yield I was curious what kind of money I could have invested in my pocket if

this were to be real life. My current return for Coca-Cola is 5.84%.

Next, I decided to keep Tesla for a simple reason. Tesla is a company that is constantly

growing and innovating with new technology. It’s always going to be a good investment decision

in my opinion for that simple fact because it will continue to grow for a long time. With the

current situation of our economy, the cost of fuel is absurd. With fuel up over 25%, more people

are interested in electric cars and what Tesla has to offer. My current return for Tesla is 10.32%.

Finally, I kept S&P 500 just to keep it. I am not super familiar with S&P as I have no

stock investment experience so I just decided to invest in something random that has a decent

return percentage. Unfortunately, at the moment, I am actually at a loss of $613 with a return

percentage of -6.71%. According to The Motley Fool, “They diversify your money with a single

purchase. You instantly get part-ownership in 500 large companies across several sectors. This

ensures that no single company weighs too heavily on your portfolio. And because these are

large, established businesses, you are unlikely to experience as much volatility as you would

investing in growth stocks.” (The Motley Fool, 2022) From what I have researched, it seems like

investing in S&P 500 is a good long term investment. It is cheap to purchase and over time, you

will profit substantially from it. My current return for S&P 500 is -6.71%. By choosing not to
trade my stock, I feel like I made the right decision because I still kept my portfolio diverse and

performed significantly better than my last report.

After observing my portfolio summary, I can assess the risk. My cash balance has

increased which would give me more money to invest with in the future. All in all, I am happy

with the stock investments I have made and am happy with the outcome. I am sure if the project

continued, I would invest in more stocks to diversify my portfolio even more. Below I have

attached my portfolio value chart from the last three months to see its progress versus the S&P

ETF.
 References

The Motley Fool. Is Now the Time to Buy Coca-Cola Stock? (2022).

https://www.fool.com/investing/2022/03/11/is-now-the-time-to-buy-coca-cola-stock/

The Motley Fool. Are S&P 500 Index Funds a Good Investment Right Now? (2022).

https://www.fool.com/investing/2022/04/26/are-sp-500-index-funds-a-good-investment-ri

ght-now/