1. Stock Market Investment Portfolio
By:
Student Name

2. Exxon Mobile Long- Term Investment
Main Headquarters:
1600 Parkway Drive
Mountain View, TX 34765
Website –
Profile: The company manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics, and other specialty products.
Symbol: XOM
Current stock price: $86.15
Sector: Basic Materials
Industry: Integrated Oil & Gas
P/E ratio=16.50
Dividend yield=2.52%
CEO: Rex W. Tillerson
CFO: Donald D. Humphreys
Recent News: Exxon is ramping up its exploration for Marcellus shale production. This could provide an alternative energy product for the company in the future.
Reason: Chosen because Exxon Mobile is the 2nd largest company in the world.

3. Exxon Mobile – Oct Stock Prices

4. Exxon Mobile – Yearly Returns 2016
High
March 2016
$97.25
Low
October
$72.50
Rate of Return
13.92%

5. Healthcare Select sector SPDR fund
Ticker Symbol:
XLV
Stock Price:
$52.27
1 yr ROI= 32.7% 3 yr. ROI=21.22%
5 yr. ROI= 17.77%
Top five sectors:
Healthcare %
Consumer service %
Energy %
Technology %
Industrial Goods %
Top ten holdings:
Johnson & Johnson
Pfizer
Merck & Co.
Gilead Sciences
Amgen Inc.
Bristol-Myers Squibb
United Healthcare Group
Investment Objective - Health Care Select Sector SPDR Fund is an exchange-traded fund incorporated in the USA The Index includes companies involved in health care equipment and supplies, health care providers and services, biotechnology & pharmaceuticals
Top (2) Competitors –
VOOG(Vanguard S & p 500)
SCHG (Schwab US Large-cap Growth)
Reason: Healthcare is a top performing sector for 2014/15 at a 24% return on investment.

6. Mutual Fund/ETF – Long-term investment

7. Healthcare Select sector SPDR fund – Yearly returns 2016
52- Week High
June 2016
$55.70
52- Week Low
February 2016
$38.20
Yearly Return
34.45%

8. Concluding - Essay In your own words –
Explain how your stocks performed and the profitability of the SimVest portfolio during the months of Sept. – Nov.
Include details about how savings/investing can provide future financial security. (1 paragraph)
Describe what new knowledge you acquired through the Personal Finance units. ( 1 paragraph)

9. Conclusion – Grading Rubric
Conclusion Essay – Value (12 pts.)
An intelligent three-paragraph essay explaining three lessons learned about financial responsibility through this course. Contains a well-written introduction, body, and a clear conclusion. Demonstrates careful consideration and learning. Includes SPECIFIC examples and supportive data from the learning experience. Personal Finance/Investing vocabulary use is evident.