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%