MR. FRANGELLA GROUP STOCK PORTFOLIO THE BEST TEAM TO GROW YOUR INVESTMENT.

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Presentation transcript:

MR. FRANGELLA GROUP STOCK PORTFOLIO THE BEST TEAM TO GROW YOUR INVESTMENT

Mission Statement  Mr. Frangella investment group invests your money wisely. We are a results-driven organization that works hard to research the best investments in the most reliable companies. Our professionally managed portfolio has performed well compared to other investment groups. If you choose Mr. Frangella investment group, you will be investing your money in a diversified portfolio, made up of mostly reliable, blue-chip company stocks that have consistently performed well in the past. With Frangella, you can’t go wrong.

Stocks in our portfolio

Portfolio Summary  At Mr. Frangella Investment Group, we decided the best investment strategy was to buy stocks of large, blue-chip American companies. Because blue-chip companies are extremely stable but with low growth potential, our portfolio is ideal for investors who want to save their money safely and with little risk, but still an acceptable return on investment.  Many of the stocks in our portfolio are representative of the modern economy and include several tech stocks such as Google, Apple, IBM, Intel, and Microsoft. We believe that because technology is the future of the economy, these stocks are the best and safest as long-term investments. We have also diversified by investing in companies in the home construction and food industries.

Breakdown (Number of Shares)

Breakdown (Dollar Value)

Best Performing Stocks CompanyROI (return on Investment) McDonalds2.24% IBM1.85% Google1.12% Apple1.05% GroupOn0.67%

MCD

GOOG

AAPL

Worst Performing Stocks CompanyROI (return on Investment) Home Depot0.1% Intel-.12% EA-1.97% Costco-2.09% Disney-3.87%

CSCO

EA

Performance Summary  Overall, we outperformed several other groups in the competition and came in 6 th place. Our portfolio had a net return on investment of -1.12%.  While a negative ROI might seem bad, investors should understand that we have been investing in a bear market and the overall trend in stock prices has been bearish. Therefore, while we have a negative ROI for our portfolio, our expertise has allowed us to lose less money than some of our peers in this market.  We expect our portfolio’s ROI to be back in the positive once the market turns around.

Portfolio Performance

Why you should invest with us  It’s true that the market has been bearish lately, but here at Frangella investments, we have the best people on the job to keep your investments safe.  Our research team looks for new and upcoming companies to look out for and balance our portfolio by diversifying your investments.  Because we are technology focused, your investment is sure to reflect the growing demand for technology in this new digital age.

Thank You!  If you have any questions please feel free to contact us at  McKinley Junior High School 