Investment Portfolio
Transcript: Investment Objectives: •Through investing in a diversified portfolio of about 5-7 different companies, we are looking to increase our cash return of about 5%. This will be accomplished through using a multi-sector strategy in different types of markets. Portfolio Constraints: The portfolio is looking to see short term gain while maintain stability within a few stocks over the course of the month of April. Beginning April 8th 2010 Available Capital: $1,000,000 Number Security Action Price Total 5800 Las Vegas Sands BUY $24.59 ($142,622) 4800 Unilever BUY $30.02 ($144,096) 32000 Citigroup BUY $4.47 ($143,040) 3400 Nordstrom BUY $41.47 ($140,998) 4000 Walt Disney Corporation BUY $35.74 ($142,960) 2800 Anheuser Busch BUY $51.18 ($143,304) 13400 Micron Technology BUY $10.64 ($142,576) TOTAL SPENT ($999,596) Remaining Capital $404 Closing Friday April 30, 2010 Security Price Shares Action Total Las Vegas Sands $24.86 5000 SELL $124,300 Unilever $30.26 4800 SELL $145248 Citigroup $4.37 32000 SELL $139840 Nordstrom $41.33 7900 SELL $326507 Walt Disney Corporation $36.84 6600 SELL $243144 Anheuser Busch $48.45 00 Micron Technology $10.35 00 Total $979,039 Final Return $979,079 Beginning Investment $999,596 Ending Investment $979,079 Total Loss $20,517 What we could have done better: Invest in stocks with higher betas (higher risk = higher return) More initial research Checked stock prices more often Taken advantage of increased prices Investment Portfolio Maria Gardell and Brian Stoddard