Josh Rodriguez. Stocks I Bought StockDatePriceFeesWhy MasterCard MA 10/11$32,951.00$659.02Research had indicated it would yield a high gain. Zumiez ZUMZ.

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Presentation transcript:

Josh Rodriguez

Stocks I Bought StockDatePriceFeesWhy MasterCard MA 10/11$32,951.00$659.02Research had indicated it would yield a high gain. Zumiez ZUMZ 10/11$3,286.50$65.73Diversify portfolio. Cabot Oil & Gas COG 10/11$6,757.50$132.50Research had indicated it would yield a high gain. Intuitive Surgical Inc. ISRG 10/11$38,411.00$768.22Research had indicated it would yield a high gain. Yum Brands YUM 10/11$7,782.00$155.64Diversify Portfolio. Cerner Corp. CERN 10/24$13,690.00$273.80Read about it in an article, said it would be good.

Sold StockDatePriceFeesWhy ISRG10/20$40,165.74$837.63Had a history of violent ups and downs. CERN11/07$12,237.58$255.21Losing money. ZUMZ11/07$3,261.46$68.02 Was losing me money for a while, finally sold when it started making a profit.

My Portfolio NameIndustry MasterCard MA Credit cards Cabot Oil & Gas COG Oil and fuel Yum! YUM Food I feel that I own a diverse portfolio because I have shares in different industries. It’s important to do so because if one goes under, you won’t lose all your money and will still have some for the future.

Rank & Equity DateRankEquity 10/17155/619$100, /2449/870$101, /31Storm 11/0733/919$104, /149/934$106, /2112/951$103, /2812/962$101, /0512/989$106, /1221/989$106, /1928/989$103,844.72

MasterCard MA DatePrice 10/14$ /21$ /28$ /04$ /11$ /18$ /25$ /02$ /09$ /16$362.16

Cabot Oil & Gas Corp.COG DatePrice 10/14$ /21$ /28$ /04$ /11$ /18$ /25$ /02$ /09$ /16$74.17

Yum! BrandsYUM DatePrice 10/14$ /21$ /28$ /04$ /11$ /18$ /25$ /02$ /09$ /16$57.70

ZumiezZUMZ DatePrice 10/14$ /21$ /28$ /04$ /07$22.65

Intuitive Surgical Inc.ISRG DatePrice 10/14$ /20$ /28$436.53

Cerner Corp.CERN DatePrice 10/24$ /28$ /04$ /07$63.74

What I Learned  Buying and holding a stock is more beneficial than having it for a short period of time  The stock market is best used for making sure that you have enough money for retirement  Investing in different industries is very important