Max Yasunaga Business & Management. Client Profile Age: 36 Children: 2 (7years old and 8 years old) Income: USD$80,000 Ideal Investment Strategy: Safe.

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Presentation transcript:

Max Yasunaga Business & Management

Client Profile Age: 36 Children: 2 (7years old and 8 years old) Income: USD$80,000 Ideal Investment Strategy: Safe To see the real value of his money increase through stocks since banks pay little to know interest. Purpose: Save up for his children’s college tuition. Image 1

Criteria: Strategy: Safe 0.5<Beta<1.5 Blue Chip Stocks Reliable companies P/E Ratio between Diversification Stock that moves with the market Large companies Removes diversifiable risk No frauds Not overbought or oversold Stock price below USD$110 Affordable EPS Ratio is above 5 Profitable Budget: USD$50,000

Stock 1:Toyota Motors (TM) Current Stock Price: Beta: 0.69 P/E: EPS: 9.90 Stock 2:Yum (YUM) Current Stock Price: Beta: 0.53 P/E: EPS: 3.06 Stock 3:Johnson & Johnson (JNJ) Stock 4: 3M (MMM) Current Stock Price:86.59 Beta: 0.50 P/E: EPS: 4.51 Current Stock Price: Beta: 1.08 P/E: EPS: 6.39 Stock 5: Microsoft (MSFT) Current Stock Price: Beta: 0.80 P/E: EPS: 2.58 Stock 6: Ebay (EBAY) Current Stock Price: Beta: 0.98 P/E: EPS: 2.03

Criteria: Strategy: Safe 0.5<Beta<1.5 Blue Chip Stocks Reliable companies P/E Ratio between Diversification Stock price below USD$110 EPS Ratio is above 5 Budget: USD$50,000 Yes No. 3/6 No. 4/6 No. 2/6

Stock 1:Toyota Motors (TM) 66 stocks Stock 2:Yum (YUM)116 stocks Stock 3:Johnson & Johnson (JNJ) Stock 4: 3M (MMM) 96 stocks 70 stocks Stock 5: Microsoft (MSFT)250 stocks Stock 6: Ebay (EBAY)152 stocks Stocks are diversified, including the automobile, foods, healthcare, technology, and retail industries. Most criterion are met for a relatively low risk but safe investment strategy.