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Stock Portfolio Presentation Template. Create a Company Logo (sample below)

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Presentation on theme: "Stock Portfolio Presentation Template. Create a Company Logo (sample below)"— Presentation transcript:

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%


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