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Capital Gain School of Entrepreneurship Bulls Region- High School Kiara Harris Rodney Tate Roy Coleman James Allen Advisor: Mr. Scott Steward
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GAME PLAN Started with $100,000 dollars Spend money on companies we know that would make a profit; companies we trusted Research companies using the Chicago Tribune, Smart Money Magazine, and by watching Mad Money on CNBC
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Business Profile United States Steel (X) - produces integrated steel products in the United States and central Europe. Crystallex International Corporation (KRY) - engages in the exploration, development, mining, production, and processing of gold primarily in Venezuela.
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Business Profile Services Acquisition Corporation International (SVI) - recently purchased Jaamba Juice. BlackRock, Inc. (BLK) - operates as an investment management company in the United States. Its products include fixed income, cash management, equity, and alternative investment separate accounts and mutual funds.
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Business Profile Toyota Motor Corporation (TM) TM and its subsidiaries engage in the production of automobiles. TM and its subsidiaries engage in the production of automobiles. JSC Tatneft (TNT) OAO Tatneft, through its subsidiaries, engages in the exploration, development, production, and marketing of crude oil primarily in the Republic of Tatarstan, Russian Federation.
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Business Profile United Parcel Service Incorporated (UPS) - a package delivery company, providing specialized transportation and logistics services in the United States and internationally.
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Account Summary Cash Balance: ($96,025.19) Cash Balance: ($96,025.19) Value of Longs: $231,126.60 Value of Longs: $231,126.60 TOTAL EQUITY: $135,101.41 TOTAL EQUITY: $135,101.41 Value of Shorts: ($569.92) Value of Shorts: ($569.92) Buy Margin Req.: $115,848.26 Buy Margin Req.: $115,848.26 Available Equity: $19,253.15 Available Equity: $19,253.15 BUYING POWER: $38,506.30 BUYING POWER: $38,506.30 Min. Maintenance: $69,508.96 Min. Maintenance: $69,508.96 Interest and Dividends: ($763.77) Interest and Dividends: ($763.77) Fees and Commission: ($4,916.95) Fees and Commission: ($4,916.95) Realized Gains/Loss: ($1,149.51) Realized Gains/Loss: ($1,149.51) Net Equity Gain: $35,101.41 Net Equity Gain: $35,101.41 Percent Return: 35.10 % Percent Return: 35.10 %
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Gains & Losses KRY Had A Loss Of 7.3% X Had A Gain Of 3% SVI Had A Gain Of 4.8% TM Had A Gain Of 10.2% TNT Had A Gain Of 54.4% BLK Had A Gain Of 24.4% UPS Had A Gain Of 3.4%
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Purchase & Ending Price Final Equity: $135,101.41
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Thank You To…
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