1. Welcome to Beyond The Basics
Todays Agenda:
*Teacher Wicked Smart Investments
*ETF’s Comparison to Mutual Funds
*Teacher Activity: Fundamental & Technical Analysis
*Teacher SMG Competition: Portfolio Building
*Weekly SMG Team Portfolio Performance Update
*Questions??????????

2. Top Two Teacher Resources for SMG: Google Finance Seeking Alpha
Wicked Smart Investments
Top Two Teacher Resources for SMG: Google Finance
Seeking Alpha
Three More Solid Resources: CNBC Morningstar NASDAQ Foundation

3. *Buying and Selling ETFs are flexible and easy to trade.
*Investors buy and sell them like stocks, typically through a brokerage account.
*SMG Trade Page
Stocks * Mutual Funds Bonds
*Investors can also employ traditional stock trading techniques; including stop orders, limit orders, margin purchases, and short sales using ETFs.
*They are listed on major US Stock Exchanges.
ETFs are subject to risk similar to those of stocks including those regarding short-selling and margin account maintenance.
*Ordinary brokerage commissions apply.
Fidelity ETF's

4. Diversification & Safety Long Term Mutual Funds
SMG Portfolio, 403B Annuity, Traditional/Roth IRA, 401K Plan
Name of Fund Mutual Fund Categories Symbol *Growth Funds Fund Manager *Income Funds Category *Balanced Funds Objective & Risk *G & I Funds Maintenance Fees *Sector Funds Top 5 Positions *Global Funds Sector & International Breakdown *Bond Funds One Year Performance *Money Market Funds Five Year Performance *Specialty Funds Performance Since Inception Vanguard Mutual Funds Benchmark Comparison S&P 500 The Janus Funds

5. Introducing Teachers/Students to Fundamental & Technical Analysis
Industry Sectors
1. Telecommunications               Verizon (VZ)       vs.       AT&T    (T)
2. Technology                                   Apple  (AAPL )     vs.     Google   (GOOGL)
3. Health Care                               Johnson & Johnson (JNJ)   vs.  Pfizer  (PFE)
4. Cyclical Consumer Goods           Nike   (NKE)       vs.       Under Armour   (UA)
5. Non-Cyclical Consumer Goods           Starbucks  (SBUX)  vs.     Dunkin Donuts  (DNKN)
* Fundamental Analysis: uses research about the economy, the industry, and individual companies in the industry or sector. 
* Technical Analysis: researches market movement of stock prices with quotes, charts and graphs. 

6. SMG Stock Research Worksheet A. COMPANY PROFILE
Date
Source
Company
Symbol
Sector :
1. What does the company do?
2. Who are its closest competitors?
3. What is the company’s history?

7. B. Profitability Earnings Report
Income Statement: How does the company's revenues and profits look over the past three years? 
 2. Cash Flow: How much liquidity does the company currently have to meet its financial obligations? 
3. Balance Sheets: Does the company have a positive net worth based on current assets minus liabilities? 
Yes ________ solid on all three!    
No______ there are a few profitability issues

8. C. Institutional Ownership
Institutional Ownership
What percent of the company is owned by institutions?
% Owned by Institutions
 _________________%
Is institutional ownership more than 51% ? 90% ?
Yes No
 No

9. D.Stock Price Analysis 1. What is the stock’s price? 52 week Low
1. What is the stock’s price?
52 week Low
52 week High
Current Price
2. What is the stock’s current price trend?
3.Did the stock recently pay investors dividends? 
4.What is the stocks current PE Ratio? 
5.Has recent news on the company been a positive incentive for investors?
Is the stock price in an uptrend?  
Yes No

10. E. Wrap Up
1. Tally your Yes and No responses.*
Number of Yes responses
Number of No responses
2. What are your thoughts on the pros and cons of investing in this company?
* If you are buying the stock, it should have a majority of YESs. The more yes answers, the higher the quality.
The SMG Stock Research Worksheet was developed by Nancy B. King, Alaska SMG Coordinator, for use with The Stock Market GameTM. It is best used with Morningstar.com.

11. Outcomes: 
SMG teams will share their research findings to the class and select which company in their respective sector was the better choice. 
SMG teams will now decide the % of portfolio worth, the number of shares needed based on current price and execute the trade within the team's SMG portfolio. 
Ongoing analysis daily in Account Holdings to the stock performance and impact on portfolio/team ranking

12. SMG Portfolio Building Strategies
Aggressive Portfolio: Buy 3 positions at $50,000.
Moderate Portfolio: Buy 5-10 positions at 10, ,000.
Conservative Portfolio: Buy 10 positions at 10,000. No margin
Which of the following investment strategies would your team like to use? A few samples!
Buy what you know is popular ex. Apple symbol AAPL Nike symbol NKE
  Buy within an industry sector ex. Ford symbol F Honda symbol HMC
  Buy on good investment news ex. Jet Blue symbol JBLU Best Buy symbol BBY
  Buy NASDAQ growth companies ex. Micron Technology MU Skyworks SWKS
  Buy Blue Chip S & P 500 companies ex. Amazon AMZN Campbell Soup CPB
Buy on expected positive earning reports ex. Home Depot HD Caterpillar CAT
Buy using the dollar cost averaging method ex. Increments of $5,000. per day Microsoft MSFT
Short Sell companies with negative news ex. Staples SPLS Chipotle Mexican Grill CMG

13. Research Prospects for Team Analysis and Decision Making: The Stock Market Game
Stock Name Symbol Exchange Week High Week Low Current Price PE Ratio BETA
__________ _____ _______ _______ _______ ______ _____ ___
News:
2. Stock Name Symbol Exchange Week High Week Low Current Price PE Ratio BETA
2.__________ _____ _______ _______ _______ ______ _____ ___
3.__________ _____ _______ _______ _______ ______ _____ ___   

14. SMG Outcomes:
* Teams should have majority vote on each stock, fund or bond purchased.
* Circle # of stock you wish to bring to your team for consideration &
fundamental/technical analysis.
* What % of portfolio should stock be purchased at?
* Do The Math! Ex. $50,000 of stock in Nike symbol NKE at $58.02 per share …
$49,500 (1% Commission) divided by = 852 shares to buy, Net Cost $49,433.04
Add 1% Commission $ = Gross Cost $49,927.37
Execute trade in SMG portfolio!

15. Accounts Summary, Rankings & Accounts Holding Stock Market Game
Possible Portfolios:
Young Investors Club Middle Aged Teachers College Cool Dudes!
20% MSFT % AAPL % FB
20% UA % GE % GOOGL
20% NKE % F % NFLX
20% ETF (FHIC) % VFIAX % TWTR
20% MF (JAGTX) % PFE % AAPL
20% JABAX

16. SMG Team Portfolio Performance Analysis Update
Index Analysis: Spring 10-week competition February April
Dow Jones S & P NASDAQ
Start ,
Current , ,504.24
% Change + or % % %
From All Time High % % %
*Global Economy: What economic news has recently impacted the NYSE and NASDAQ exchanges?
Team Portfolio:
State Ranking #_______________
Equity in Portfolio $_______________
Buying Power $_______________

17. Team Positions:. See Your Accounts Holding SMG page. http://www
Stock / Fund Symbol Shares Purchase Price Current Price $ Gain/Loss % Gain/Loss
1.________ _____ _____ _______ _______ _______ _______
2.________ _____ _____ _______ _______ _______ _______
3.________ _____ _____ _______ _______ _______ _______
  ________ _____ _____ _______ _______ _______ _______
5.________ _____ _____ _______ _______ _______ _______ 
6.________ _____ _____ _______ _______ _______ _______
7.________ _____ _____ _______ _______ _______ _______
  ________ _____ _____ _______ _______ _______ _______
9.________ _____ _____ _______ _______ _______ _______
  ________ _____ _____ _______ _______ _______ _______

18. Outperforming or Underperforming the Indexes
Outperforming or Underperforming the Indexes? Comparing your team portfolio % gain or loss to the NYSE performance of Dow & S&P 500 index. As well the NASDAQ benchmark comparison, since start of play.
Performance by % Gain/Loss Team Portfolio by % Gain/Loss
%______________ %______________
*Identify and explain analysis of Team Portfolio as Outperforming or Underperforming the markets.
*Team strategy moving forward to research, buy, sell, or hold current positions.
Questions? Help needed? How well is your team working together?

19. Many Happy SMG Sunsets to You! Wicked Smart Investments
Questions???