1. Welcome to SMG Classroom Fast Track
Episode #8 Winning With Diversification
Your Host Jim Ford
Colorado, Florida, Maine, New Hampshire
SMG Coordinator

2. "Creating Young Investors, One at a Time”
CHRISTOPHER ANDERSON
STOCK MARKET GAME COORDINATOR for MICHIGAN, IOWA, INDIANA, OREGON and the INTERNATIONAL Program
"Creating Young Investors, One at a Time”

3. Many Happy SMG Sunsets To You! Wicked Smart Investments

5. How will Students Diversify their Portfolios?
Buy or Sell Stocks Buy ETF’s or Mutual Funds IOU Bonds
Long or Short Positions Diversification & Safety Gov. Muni. Corporate
How will Students Diversify their Portfolios?
$100,000. Equity $50,000. Margin Buying Power $150,000.

6. *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

7. 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

8. Wicked Smart Investments Mutual Fund & ETF Breakdown Comparison
Name of Fund
Symbol
Price NAV
Fund Manager Highlights
Category of Fund
Objective & Risk Level
Maintenance Fee in NAV
Top Five Positions with % 1. 2. 3. 4. 5.
Fund Performance
1 Year
5 Year
Since Inception
Benchmark Comparison
Ratings & Comments to Buy

9. The Gifts of Mutual Funds & ETF’s!
Janus Global Technology
JAGTX
Janus Global Technology Fund
Fidelity Health Care ETF
FHLC
Windsor II Fund
VWNFX
Real World Time Management
Do Investors Have Time to Manage Individual Stocks? Professional Money Management
2. Instant Investment Diversification & Safety
3. Intermediate & Long Term Investment Goals Success!
Diversified Trades

10. Buy What You Know Pick Five Company Math Shares
RCL
 $20,000 divided by $ =
  Trade 164 Shares of Royal Caribbean
AAPL
 $20,000 divided by $ =
  Trade 153 Shares of Apple
NKE
 $20,000 divided by $52.08 =
  Trade 384 Shares of Nike
MSFT
 $20,000 divided by $74.69 =
  Trade 268 Shares of Microsoft FB
 $20,000 divided by $ =
  Trade 119 Shares of Facebook
ID: ME_16_A512
Pass: bQs3dyr0
The Stock Market Game
Entering Trades

11. Building The Diversified SMG Portfolio for Short Term Success Fall or Spring
Conservative: Stock ______ % 1. 2. 3. 4.
Moderate: Stock _______%
Aggressive: Stock ________%
Conservative: Mutual/ETF ______%
Moderate: Mutual/ETF _______%
Aggressive: Mutual/ETF _______%
Conservative: Bond Choice _____%
Moderate: Bond Choice ______%
Aggressive: Bond Choice ______%
Wicked Smart Investments

12. Portfolio Diversification Risk vs. Reward Options
Conservative Low Risk
Moderate Medium Risk
Aggressive High Risk
Stocks 40%
ETF’s 20%
Mutual Funds 20%
Bonds 20%
Team Portfolio $100,000.
Nike $10,000.
Apple $10,000.
General Motors $10,000.
Facebook $10,000.
Health Care ETF $10,000.
Quality ETF $10,000.
S & P 500 Index Fund $20,000.
Corporate Bonds $10,000.
Gov. Bonds $5,000.
Municipal Bonds $5,000.
Rate of Return Potential 8%
Stocks 60%
ETF’s 15%
Mutual Funds 15%
Bonds 10%
Home Depot $10,000.
Amazon $20,000.
Ford $10,000.
Twitter $20,000.
Technology ETF $15,000.
Growth & Income Fund $15,000.
Corporate Bonds $5,000.
Government Bonds $5,000.
Rate of Return Potential 12%
Stocks 80%
ETF’s 10%
Mutual Funds 5%
Bonds 5%
Caterpillar $10,000.
Jet Blue $10,000.
Under Armour $10,000.
Fiat Chrysler $10,000.
Microsoft $20,000.
Apple $20,000.
Health Care ETF $10,000
Growth Fund $5,000.
Corporate Bond $5,000.
Rate of Return Potential 16%

13. The Gifts of Mutual Funds & ETF’s!
Janus Global Technology
JAGTX
Janus Global Technology Fund
Fidelity Health Care ETF
FHLC
Windsor II Fund
VWNFX
Real World Time Management
Do Investors Have Time to Manage Individual Stocks? Professional Money Management
2. Instant Investment Diversification & Safety
3. Intermediate & Long Term Investment Goals Success!
Diversified Trades

14. Portfolio Diversification Risk vs. Reward Options
Conservative Low Risk
Moderate Medium Risk
Aggressive High Risk
Stocks 40%
ETF’s 20%
Mutual Funds 20%
Bonds 20%
Team Portfolio $100,000.
Nike $10,000.
Apple $10,000.
General Motors $10,000.
Facebook $10,000.
Health Care ETF $10,000.
Quality ETF $10,000.
S & P 500 Index Fund $20,000.
Corporate Bonds $10,000.
Gov. Bonds $5,000.
Municipal Bonds $5,000.
Rate of Return Potential 8%
Stocks 60%
ETF’s 15%
Mutual Funds 15%
Bonds 10%
Home Depot $10,000.
Amazon $20,000.
Ford $10,000.
Twitter $20,000.
Technology ETF $15,000.
Growth & Income Fund $15,000.
Corporate Bonds $5,000.
Government Bonds $5,000.
Rate of Return Potential 12%
Stocks 80%
ETF’s 10%
Mutual Funds 5%
Bonds 5%
Caterpillar $10,000.
Jet Blue $10,000.
Under Armour $10,000.
Fiat Chrysler $10,000.
Microsoft $20,000.
Apple $20,000.
Health Care ETF $10,000
Growth Fund $5,000.
Corporate Bond $5,000.
Rate of Return Potential 16%

15. The SMG Classroom Fast Track Learning Episodes
Episodes #1 SMG Registration As Easy As 1-2-3
#2 Start Here: Teacher Support Center
#3 Target Lessons Before, During & After SMG
#4 SMG Know The Rules
#5 Student Introduction to Research
#6 Team Portfolio Pages Navigation & Understanding
#7 Let’s Trade Today
#8 Winning With Diversification
#9 Rankings & Weekly Team Analysis
#10 Connections to InvestWrite, Invest It Forward & Capitol Hill Challenge