Investment Analysis

Text book is: Smart, S., & Zutter, C. J. (2020). Fundamentals of investing (14th ed.). Pearson.

Additional article link to a SMART goal:

  • Create at least two investment goals for that are SMART (specific, measurable, attainable, realistic, and time-bound).
  • Identify a type of investment you would like to consider as part of your investment portfolio that is not a stock (e.g., bonds, mutual funds, real estate, etc.).
  • Explain why you chose or are interested in that type of investment.
  • Identify at least five stocks of publicly traded companies you want to invest in.
  • Explain why you chose those stocks using specific data or information about the company (e.g., earning per share, p/e ratio, quick ratio, return on investment, return on equity, profit margin etc.).
  • Explain how your investment choices align with your overall financial goals.


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