Download presentation
Presentation is loading. Please wait.
Published byJulianna Long Modified over 9 years ago
1
Stock Portfolio Presentation Template
2
Create a Company Logo (sample below)
3
Group Name: Money Makers (Create your own Group Name) Portfolio Manager (Full Name) Associate # 1 (Full Name) Associate # 2 (Full Name) Associate # 3 (Full Name)
4
Mission Statement It should be a paragraph stating is the brokerage’s investment objective. Example: “Our brokerage's objective is to provide __________. Our services are the best in the industry because_______. ”
5
Strategy The brokerage primarily invests in _________ because __________. We look for companies that have ____________ and they are well established in their respective industries.
6
Investor Profile We work with _______(type of people that invest in your company) seeking capital appreciation who can accept the price declines inherent in common stock investing. Our company is appropriate for__________(i.e., retirement, tax- deferred accounts, such as IRAs).
7
Risk/Reward Potential (place a your own graph or picture to illustrate the risk/reward). Do not use the sample below.
8
Composition (industries & percentages) Find a graph similar to you stock portfolio to illustrate the composition of the portfolio.
9
Justification of Top Selections List the names of the best eight (8) stocks in the portfolio. Each group member will have the following things in their slide: a.Names of the top two (2) companies from their portfolio. b.The company logos from both companies. c.Student picture (looks professional). d.Justification (one paragraph) - Explain the reason the companies were selected. Include the upside potential of the companies in the future.
10
Broker Portfolio Manager (McDonalds & Microsoft) Justification for top two companies: Company #1: McDonalds has the potential to …. Company #2: Microsoft has the potential to …. Student’s Name: George Smith Student’s Picture company logo
11
Broker Associate # 1 (Toyota & Coke) Justification for top two companies: Company #1: (Company Name) has the potential to …. Company #2: (Company Name) has the potential to …. Student’s Picture Student’s Name: Patricia Lopez
12
Associate # 2 (Wells Fargo & Verizon) Justification for top two companies: Company #1: (Company Name) has the potential to …. Company #2: (Company Name) has the potential to …. Student’s Picture Student’s Name: Josh Jones
13
Associate # 3 (Apple & Home Depot) Justification for top two companies: Company #1: (Company Name) has the potential to …. Company #2: (Company Name) has the potential to …. Student’s Picture Student’s Name: Sarah Thomas
14
The Group’s prediction of their portfolio’s performance (capital gains) in the end of the semester. Provide a monetary prediction and percentage gain. Example Group Portfolio Prediction: Brokerage’s Initial Investment: $40,000 Projected Monetary Gain: $4,000 Projected Percentage Gain: 10%
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.