Excel Project
Rhonda L Evans
ACC 306-Microcomputer Applications for Accountants
Professor Donald Geiger
May 15, 2015
Page 1
Portfolio 1
Dear Client,
I have looked over the following stocks of these three different companies for you to invest
in the first company is Oracle Corporation, next is Microsoft and the final company is
Intuit. These are three companies that are growing very fast. Their stock have done well
with consist opening prices as well as reasonable closing prices. I have watched them over
the past forty five days and they all have done well. Oracle and Microsoft both continue to
grow stronger with averages on highs and lows that have been steady and that have not
dropped much below the opening amount. Intuit is a strong stock on its own the company
has had a strong start and it maintains that strength. Over the past forty-five days has done
well thus this is definitely a good investment. In these three companies I have invested
your $500,000 as follows. In the Oracle Corporation I purchased 3800 shares, at $43.80
per share for a total investment of $166,440. Microsoft I purchased 3500 shares, at $43.87
per share for a total investment of $153,545. And the final purchase of Intuit I purchased
2000 shares, at $89.63 per share for a total investment of $179,260. The total investment of
these purchases was $499,245. I feel these investments should prove to be very profitable,
here is a brief breakdown of these companies. The highest point for Oracle it sold for
