Transcript: - 10.13% SOLD: + 2.5% Goal Purchased: $34,464.65 Sold: $29,934.30 Loss: -$4,530.30 Broke Even 0.00% My Portfolio: -4.95% S&P 500: -0.14% - 5.83% Low beta anchor *ROI Comparison came in far below sector averages -3.51% No such thing as too much info Portfolio management takes time Whims and fancies don't (always) work Macro factors matter Risk tolerance rules Investment Portfolio Presentation Kleintop, J. (2012, April 5). Presidential election and the markets. Retrieved from http://www.thestreet.com/story/11484756/1/presidential-election-and-the- markets.htmlNayak, M. (2012, November 2). Activision raises outlook on hopes for 'call of dut'y . Retrieved from http://www.reuters.com/article/2012/11/08/activision-results idUSL1E8M7KYZ20121108?type=companyNewsPerry, J. (2012, Oct 11). Diamond offshore drilling downgraded by morgan stanley. Retrieved from http://zolmax.com/diamond-offshore-drilling-downgraded-by-morgan- stanley-do/2917582/Reuters. (n.d.). The home depot inc. (hd). Retrieved from http://www.reuters.com/finance/stocks/overview?symbol=HDReuters. (n.d.). Weyerhaeuser co. (wy). Retrieved from http://www.reuters.com/finance/stocks/overview?symbol=WYRubin, B. (2012, November 16). Activision's 'call of dut'y sets sales record. The Wall Street Journal. Retrieved fromSee how urban outfitters ranks among analysts' top picks with strong buyback activity. (2012, Oct 19). Retrieved from http://www.forbes.com/sites/dividendchannel/2012/10/19/see-how-urban-outfitters- ranks-among-analysts-top-picks-with-strong-buyback-activity/Urban outfitters inc. 10-k annual report. In Washington, D.C.: United States Securities and Exchange Commission.Wooley, N. (2012, Oct 22). Gas prices could plunge in next few weeks. Retrieved from http://investorplace.com/2012/10/gas-prices-could-plunge-in-next-few-weeks/ 60% Index Mutual Fund 30% Large Stocks <10% Cash Risk Adverse using . . . References -13.14% -4.95% - 4.92% - 2.06% Risk Adverse + 6.15% - 0.86% Created by Benjamin Hargrove Take-aways:
Transcript: Safe and easy to access Typically pays a low interest rate A type of savings account that earns the market rate of interest on the money deposited. Low Risk Can't withdraw easily, so it's harder to take out money. Account that pays high interest Wedding Low risk Medium-Term Goals Investments: Short-Term Goals Vacations Savings Plans work much like a 401K or IRA by investing your contributions in mutual funds or similar investments. Prepaid Plans let you pre-pay all or part of the costs of an in-state public college education. diversified = low risk The fixed rate of return may be lower than the cost of living and this causes your money to lose value. Money set aside for a specific length of time at a fixed interest rate. 529 Plan Biggest risk = inflation risk Child's College Tuition Retirement Money Market Accounts Real Estate A 529 Plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs. http://www.investopedia.com/video/play/intro-to-investment-real-estate/ Concert/Event by: Meagan Scott, Jess Boris and Victoria Hange Long-Term Goals A demand deposit account designed for the accumulation of money in a safe place for future use. How To Get The Most Out Of Your Money! Savings Account Long-Term Bonds Car Certificate of Deposit House Kids/Family College Safe because they are insured by the FDIC Mutual Funds- a professionally managed group of investments bought using a pool of money. a form of indirect investing ex. balanced funds, global funds, index funds, etc. Stocks- ownership interest in a publicly held company Earn money from dividends or when a stock you own appreciates in value (sell the stock). 401 (K) Plan a tax-deferred retirement plan funded by employees of profit-seeking businesses. With a 401(k) plan, money is deducted from your paycheck before taxes are withdrawn, which lowers your taxable income and therefore, lowers your taxes
Transcript: Scooter Ads 01/08/2019 The Opportunity Opportunity Gig economy food delivery advertising The Problem The Problem People have problem The (Bad) solution Our solution Sad People Happy People Click to edit text The Solution The Solution Market The Market Market Size 3 $26 54 Market Size Competitive Analysis Competitive Analysis Economical Quality Co. A Competitor A name Strengths Weaknesses Co. B Competitor B name Strengths Weaknesses Co. D Competitor D name Strengths Weaknesses Co. C Competitor C name Strengths Weaknesses Strengths Weaknesses Place your logo here About About Click to edit text Product Background Team Team Zoltan Fuzi Creative Director - Specialist in design, branding and marketing - Experience in renewable energy and technology - Multilingual speaking five languages Jamie Gibbon Operations Director - Successful sales background in B2B and B2C - Experience in consultancy, logistics and technology - One previous exit (Five Figures) Leadership Team + Shareholders Business Model Business Model Revenue Model Revenue Model Financial Projection Financial Projection Conclusion Conclusion
Transcript: 1.Increased diversification 2.Daily Liquidation 3.Professional investment managment 4.Goverment Oversight 5.Ease of comparison 1. An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. 2. 2. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors.3. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital. Each shareholder participates proportionally in the gain or loss of the fund. Mutual fund units, or shares, are issued and can typically be purchased
Transcript: THE END :) The average rate of return during low periods is about 8%. In the high risk periods, 15% or more is expected. Consumers Math 3rd Hr - Palmgren http://www.investopedia.com/video/play/intro-to-investment-real-estate www.investopedia.com/term s/i/investmentrealestate.asp Return Real Estate is a higher risk on the Financial Planning Pyramid. Liquidity How quickly can you get your money? By: Sara Spragg & Jessica Pierson Real Estate markets go through high & low periods. When it's high, the prices rise and liquidity is good. During low periods, prices decrease & liquidity is poor. This obviously depends on the economy (how good or bad it is). Sources What Does Investment Real Estate Mean? Advantages How risky is the investment compared to others? How does the rate of return compare to other investments? Unlike the stock market, real estate isn't a quick buy & sell atmosphere. What is the average rate of return? Disadvantages If you would like to invest in real estate, you have to be financially prepared. There are certain things you have to deal with as a landlord or a real estate agent such as home renters or commercial property. Investing in this is a high risk, but with higher risk, you'll get more money. Significant Liabilities - you are a target for the "sue-happy" type (held liable). Real estate always carries value, no matter how the economy is. www.homelist.org/real-est ate-investing-pros-and-cons. Conclusion Compared to other investments, real estate provides an advantage against inflation in the long run. Risks Steep learning curve, you must be knowledgeable in many different ways & be able to learn quickly. Illiquid Assets - assets that are not easy/fast to convert into money. This is when people buy property to lease or sell it, rather than live in it. These places can be commercial, land, or any property. http://www.kidseconposters.c om/keb/Title%20List%20FLP% 20Poster%20Set/financial-plan ning-pyramid-rev.html Tangible Asset - you can invest in property & actually see your profits / investments. Investing in Real Estate Efficient markets don't truly exist, meaning inefficient markets present great opportunities for bargain priced deals.
Transcript: Part 2 Q 5 5 selected mutual funds & Index Q5 Stock information Investor can get on website *Price Quotation *Past performance *Shares per lot *Transaction volume and value *Ratios for decision making Q5 Bank of America Corporation(BAC) 6b Guide Stone Funds Equity Index Fund Class GS4 (MUTF:GEQZX Industrial Analysis "WASHINGTON (AP) -- The Federal Reserve says its low interest-rate policies are still needed to invigorate a subpar U.S. economy.In a statement Wednesday after a policy meeting, the Fed said it would keep buying $85 billion a month in bonds to keep long-term rates low and encourage borrowing and spending.Yet the Fed seemed to signal that it thinks the economy is improving despite some recent weak data and uncertainties caused by the partial government shutdown.The Fed no longer expresses concern, as it did in September, that higher mortgage rates could hold back hiring and economic growth. And its statement makes no reference to the 16-day shutdown, which economists say has slowed growth this quarter.“http://finance.yahoo.com/news/fed-leaves-low-interest-rate-180138147.html;_ylt=AwrTWVVSPIpSqRsAdx.TmYlQ Fundamental Analysis Computation of Performance Statistics Chung Cho Man Edwin 12074346d Hau Sai Sing 12074887d Ho Ka Fai 12071452d Hui Chi Kit Anthony 12067347d Ng Yi Pan Tony 12074346d Siu Chun Wing 12075488d To Lai Sze Doris 12037654d 6b Guide Stone Funds Equity Index Fund Class GS4 (MUTF:GEQZX) Summary of result Part 1 Q 5b,6b Equations for Calculation Low interest-rate/ buying $85 billion a month in bonds 6b Guide Stone Funds Equity Index Fund Class GS4 (MUTF:GEQZX Part 1 Q 4 Market Stats and News Macroeconomics Analysis Quantitative Easing Policy 6b Ivy High Income Fund (WHIAX) Part 1 Q 3 News Examples News Performance Measures Investment Presentation
Transcript: Stocks Tiffany & Co. Sirius Radio Amazon Google Dow Chemical TGC Industries Coca-Cola Buffalo Wild Wings Delta Airlines Revlon Walmart Carnival Cruise Lines Mutual Funds Bonds Conclusion How would you rate your overll investment strategy? -We gave our investment stratgy a B. Did your investments perform as expected? Why or why not? -Most of our stocks were predictable, but some of them were surprising. If you were to start ove, how would you go bout developing your strategy? -We would have done more research on what is the smartest thing to do What one thing would you suggest to be changed in this project? -That te work expected be explained in a better manner. Also that the articles not be due during the SMG. What is the most important investment concept that each of you will take away from this project? -We learned that for our age, to have the most success with investing we must research companies with a long-term growth rate to make the most profit. How we decided on what mutual funds to pick was soley on what ones were doing good in the market at the time. We didn't use specific strategy that has been made because at the time we were buying them we didn't know very much about them. Ratinale: Our selection depended on which would be affected by the economy the most. We selected one of each. We had good knowlede of what stocks to choose for various reasons and they were successful. Stock Transactions: Buffalo Wild Wings Delta Airlines We didn't have any bond transactions made because we didn't buy any bonds. The rationale also was not there because of the fact that we weren't required to buy any so we did not do so. Bond Transactions Made & Rationale Stocks Investigated Bond Performance Graph BondStrategy Outcome Explanations Stock Performance Graph 6 Stock Strategy Outcome By: Shelby Tulk & Eden Charbonneau What we would have changed was to do more researh on each stock. Another thing we could have done was to look at a wider variety of stocs that deal with other industries than having more then one in the same area. -Eden: My strategy was to invest in stocks that were successful to me and i was interested in. -Shelby: I went with the income investing idea. Mainly because it looks at companies with stock that are steady stream. If the market crashes then you won't lose a lot in profit whereas you would in a much more risky stock What we would change about our bond strategy Week 5 Our bond strategy outcome was positive because we didn't buy any bonds while in the Stock Market Game. The out come of our strategy was very good. Our over all return was poitive by a very great amount. There was a little down fall in the middle of the game, but shortly after it started to climb again and we were soon back up and doing well. Even in that period where our stocks fell slightly, it wasn't nearly enough to make a large impact on our totals. Our stock strategy was first to look at what was going on with the economy at the time we were in the game. Next looking at what industries would and wouldn't be affected as harshly as others. Then we narrowed it down to resemble the income investing idea. Our over all outcome for Mutual funds was good. We waited until the middle of the Stock Market Game to buy a fund, but after that we ahd a positive turn. Once we bought the fund, after the first couple of weeks it didn't gain or lose profit. Explanations 10 Stock Transactions Made & Rationale 4 What we change about Funds Mutual Fund Investigation American Funds Sound Shore Schwab Funds Vanguard T Rowe Price Schwab Funds (swppx) FMI Funds Selected Funds Vanguard Funds T.Rowe Price (trbcx) American Funds (amcpx) Eden: My strategy focused on investing in mutual funds that fell under the large growth category because they are ideal for our age since they have high growth-orienated return objectives. Shelby: When I was deciding on what strategy to use for mutual funds I thought it would be best to pick funds mostly that are large growth. These types of bonds have a greater return over a longer period of time than other funds may have. Most of them also have high-growth returns or that is what they aim for, so to me this seemed best for profit over a longer period. They were also the less risky funds. Cash on Hand Perfomance Graph What we would change about stocks 7 8 We didn't have a bond strategy because didnt buy any bonds while we were participating in the Stoch market Game. We wouldn't change anything about our bond strategy because we didn't buy any bonds. What we would change about the mutual funds is that we would have there only be research for six mutual funds instead of having to do twelve. Considering that we only have to buy one I think if there was less to research then the students would have a better understanding on what it is that they are looking at. Mutual Fund picking Strategy Bond picking Strategy Mutual Fund Transactions & Rational Explanations Mutual Fund Perfomance Graph Bond Strategy Outcome SMG Investment
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