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Summary

International Business Finance
Results Summary
Group Number 1/22/19 1/29/19 2/5/19 2/12/19 2/19/19 2/26/19 3/5/19 3/19/19 3/26/19 4/2/19 4/9/19 4/16/19 4/23/19 return
3 $40,000.00 $42,011.40 $ 43,848.64 $46,684.81 $51,794.88 $53,873.09 $54,325.70 $53,930.06 $53,509.69 $55,824.19 $55,734.67 $54,703.96 $55,813.31 39.53%
13 $40,000.00 $39,461.32 $ 41,379.47 $40,439.41 $40,743.89 $41,496.59 $43,220.54 $43,189.33 $43,366.59 $44,415.04 $45,408.33 $46,155.23 $46,843.35 17.11%
12 $40,000.00 $40,466.25 $ 42,403.84 $42,471.43 $42,685.22 $44,120.05 $44,011.80 $44,627.71 $43,320.86 $44,627.27 $45,122.79 $45,140.15 $45,965.11 14.91%
14 $40,000.00 $39,661.73 $ 39,737.94 $39,698.94 $40,297.00 $40,674.70 $41,624.96 $42,365.92 $42,936.49 $43,129.98 $44,536.88 $45,117.57 $45,929.78 14.82%
11 $40,000.00 $41,352.34 $ 42,407.44 $41,382.06 $41,914.86 $42,981.96 $43,222.04 $43,660.60 $42,153.16 $42,504.20 $43,228.50 $44,857.36 $45,371.66 13.43%
8 $40,000.00 $41,306.36 $ 43,017.01 $42,422.51 $42,965.46 $42,901.13 $42,442.56 $43,087.05 $43,026.16 $44,088.69 $44,606.19 $44,436.03 $45,343.79 13.36%
7 $40,000.00 $40,426.00 $ 40,837.84 $41,957.17 $42,972.54 $43,789.05 $42,459.01 $43,376.45 $43,156.38 $44,227.83 $44,763.45 $44,797.70 $45,091.78 12.73%
6 $40,000.00 $41,339.79 $ 42,167.19 $42,380.43 $43,984.59 $44,650.42 $44,000.26 $45,053.18 $44,874.43 $44,290.73 $45,846.25 $45,521.26 $45,048.67 12.62%
17 $40,000.00 $38,799.63 $ 39,313.32 $39,812.79 $40,418.63 $41,326.88 $42,916.10 $43,377.63 $43,375.16 $44,376.12 $44,596.81 $44,498.98 $44,258.76 10.65%
19 $40,000.00 $40,018.78 $ 42,844.74 $42,305.62 $42,743.66 $42,932.30 $42,712.30 $43,138.78 $43,366.69 $44,245.63 $43,571.88 $44,220.08 $44,164.69 10.41%
5 $40,000.00 $39,839.54 $ 40,132.60 $39,689.64 $40,278.18 $40,778.88 $41,535.06 $41,370.10 $40,155.80 $41,077.10 $41,656.10 $43,964.20 $44,073.26 10.18%
4 $40,000.00 $38,762.17 $ 40,780.92 $40,180.51 $40,752.16 $41,947.69 $43,048.57 $42,679.36 $42,935.03 $43,783.38 $44,334.89 $43,716.66 $43,980.61 9.95%
10 $40,000.00 $39,488.69 $ 39,447.14 $38,193.02 $38,906.58 $39,667.36 $39,128.45 $39,995.70 $40,547.08 $40,793.62 $41,439.99 $42,041.26 $43,708.37 9.27%
16 $40,000.00 $40,223.41 $ 43,941.80 $42,443.89 $42,491.62 $42,097.02 $42,636.41 $42,086.85 $42,840.41 $43,557.01 $43,758.91 $43,678.41 $43,359.92 8.40%
2 $40,000.00 $40,582.71 $ 40,691.98 $41,155.45 $41,238.23 $41,322.61 $40,976.48 $41,988.74 $40,870.46 $40,967.95 $41,249.17 $41,558.52 $41,605.63 4.01%
18 $40,000.00 $39,249.74 $ 40,829.59 $40,680.05 $42,508.90 $40,272.37 $40,249.23 $41,401.42 $41,757.25 $41,895.16 $40,812.58 $40,508.61 $40,931.67 2.33%
9 $40,000.00 $41,921.78 $ 41,211.96 $41,272.86 $41,319.70 $40,893.42 $40,159.03 $40,928.27 $39,363.15 $38,950.53 $38,884.75 $39,339.49 $39,290.91 -1.77%
1 $40,000.00 $39,785.74 $ 38,931.23 $38,866.96 $39,353.13 $41,646.63 $38,673.72 $40,231.25 $38,938.39 $39,000.08 $39,338.44 $38,370.80 $39,046.15 -2.38%
15 $40,000.00 $38,666.80 $ 37,969.95 $36,799.31 $37,122.85 $37,826.43 $36,456.32 $39,441.67 $38,296.39 $37,962.14 $38,367.60 $38,020.62 $38,143.58 -4.64%
average $ 41,152.35 $ 40,991.41 $ 41,815.37 $ 42,378.87 $ 42,305.19 $ 42,943.69 $ 42,567.87 $ 43,142.98 $ 43,539.90 $ 43,718.26 $ 44,103.74 10.26%
S&P500 2632.9 2933.68 11.42%

Portfolios

FIN450
International Investing Project
Description of Teams and Portfolios
Spring 2019
Portfolio formation date 1/22/2019 Portfolio liquidation date 4/23/2019
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment Closing Price Dividend Position Value 91 day HPR EAR
Team #1
American Express AXP US 99 $100.48 $9,947.52 $113.97 $0.390 $11,283.03 13.81% 68.03%
United Healthcare UNH US 37 $265.50 $9,823.50 $230.58 $0.900 $8,531.46 -12.81% -42.30%
Foreign Stocks (ADRs)
United Utilities Group UU UK 9 $1,048.58 $9,437.22 $821.80 $0.000 $7,396.20 -21.63% -62.37%
British Petroleum BP UK 245 $40.76 $9,986.20 $45.02 $0.615 $11,029.90 11.96% 57.32%
Cash $805.56 $805.56
Total $40,000 $39,046.15
EW Portfolio Return -2.17% 5.17%
VW Portfolio Return -1.83% 6.13%
Team #2
Procter and Gamble PG US 109 $91.42 $9,964.78 $103.16 $0.746 $11,244.44 13.66% 67.11%
Nike, Inc. NKE US 124 $80.45 $9,975.80 $87.43 $0.220 $10,841.32 8.95% 41.03%
Foreign Stocks (ADRs)
Toyota Motor Corp. TM Japan 79 $125.35 $9,902.65 $124.94 $0.000 $9,870.26 -0.33% -1.31%
Nokia Corp. NOK Finland 1636 $6.11 $9,995.96 $5.80 $0.000 $9,488.80 -5.07% -18.85%
Cash $160.81 $160.81
Total $40,000 $41,605.63
EW Portfolio Return 4.30% 22.00%
VW Portfolio Return 4.29% 21.92%
Team #3
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Snapchat SNAP US 1686 $5.93 $9,997.98 $11.99 $0.000 $20,215.14 102.19% 1584.29%
Roku, Inc ROKU US 250 $39.91 $9,977.50 $61.53 $0.000 $15,382.50 54.17% 467.66%
Foreign Stocks (ADRs)
Cannon, Inc CAJ Japan 359 $27.84 $9,994.56 $28.47 $0.000 $10,220.73 2.26% 9.39%
Sony SNE Japan 206 $48.47 $9,984.82 $48.30 $0.000 $9,949.80 -0.35% -1.40%
Cash $45.14 $45.14
Total $40,000 $55,813.31
EW Portfolio Return 39.57% 514.99%
VW Portfolio Return 39.62% 514.64%
Team #4
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Intel INTC US 203 $49.19 $9,985.57 $58.78 $0.315 $11,932.34 20.14% 108.72%
Pfizer PFE US 235 $42.53 $9,994.55 $39.42 $0.360 $9,263.70 -6.47% -23.52%
Foreign Stocks (ADRs)
Toyota Motor Corp. TM Japan 79 $125.35 $9,902.65 $124.94 $0.000 $9,870.26 -0.33% -1.31%
JD Com INC JD China 429 $23.26 $9,978.54 $29.78 $0.000 $12,775.62 28.03% 169.43%
Cash $138.69 $138.69
Total $40,000 $43,980.61
EW Portfolio Return 10.34% 63.33%
VW Portfolio Return 10.27% 63.21%
Team #5
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Disney DIS US 90 $111.04 $9,993.60 $133.36 $0.000 $12,002.40 20.10% 108.48%
Nike NKE US 124 $80.45 $9,975.80 $87.43 $0.220 $10,841.32 8.95% 41.03%
Foreign Stocks (ADRs)
Barclays BCS UK 1166 $8.57 $9,992.62 $8.59 $0.209 $10,015.94 2.67% 11.16%
Adidas ADDYY Germany 86 $116.18 $9,991.48 $129.85 $0.000 $11,167.10 11.77% 56.23%
Cash $46.50 $46.50
Total $40,000 $44,073.26
EW Portfolio Return 10.87% 54.22%
VW Portfolio Return 10.86% 54.17%
Team #6
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Costco COST US 47 $210.35 $9,886.45 $245.58 $0.570 $11,542.26 17.02% 87.84%
Nike, Inc. NKE US 127 $78.53 $9,973.31 $87.43 $0.220 $11,103.61 11.61% 55.38%
Foreign Stocks (ADRs)
Alibaba BABA China 64 $154.57 $9,892.48 $187.29 $0.000 $11,986.56 21.17% 116.01%
Gold Fields GFI South Africa 2808 $3.56 $9,996.48 $3.62 $0.014 $10,164.96 2.08% 8.60%
Cash $251.28 $251.28
Total $40,000 $45,048.67
EW Portfolio Return 12.97% 66.96%
VW Portfolio Return 12.86% 66.36%
Team #7
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
3M MMM US 52 $190.94 $9,928.88 $219.50 $1.440 $11,414.00 15.71% 79.56%
Marriott MAR US 93 $106.77 $9,929.61 $136.28 $0.410 $12,674.04 28.02% 169.36%
Foreign Stocks (ADRs)
Amadeus H Group AMADY Spain 136 $73.25 $9,962.00 $79.23 $0.000 $10,775.28 8.16% 36.99%
Audi AUDVF Germany 11 $887.80 $9,765.80 $892.25 $0.000 $9,814.75 0.50% 2.03%
Cash $413.71 $413.71
Total $40,000 $45,091.78
EW Portfolio Return 13.10% 71.98%
VW Portfolio Return 13.01% 71.50%
Team #8
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Southwest Airlines LUV US 197 $50.55 $9,958.35 $52.79 $0.160 $10,399.63 4.75% 20.45%
Apple AAPL US 65 $153.69 $9,989.85 $207.48 $0.730 $13,486.20 35.47% 237.97%
Foreign Stocks (ADRs)
Toyota Motor Corp. TM Japan 80 $123.47 $9,877.60 $124.94 $0.000 $9,995.20 1.19% 4.86%
Nestle USRGY Switzerland 118 $84.17 $9,932.06 $95.09 $2.464 $11,220.62 15.90% 80.74%
Cash $242.14 $242.14
Total $40,000 $45,343.79
EW Portfolio Return 14.33% 86.00%
VW Portfolio Return 14.28% 85.77%
Team #9
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
International Business Machines IBM US 80 $123.82 $9,905.60 $140.44 $1.570 $11,235.20 14.69% 73.29%
Walmart Inc WMT US 102 $97.73 $9,968.46 $103.07 $0.530 $10,513.14 6.01% 26.36%
Foreign Stocks (ADRs)
Teva Pharmaceutical TEVA Israel 531 $18.82 $9,993.42 $14.91 $0.000 $7,917.21 -20.78% -60.71%
Nokia Corporation NOK Finland 1636 $6.11 $9,995.96 $5.80 $0.000 $9,488.80 -5.07% -18.85%
Cash $136.56 $136.56
Total $40,000 $39,290.91
EW Portfolio Return -1.29% 5.02%
VW Portfolio Return -1.32% 4.84%
Team #10
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Microsoft Corp MSFT US 93 $106.95 $9,946.35 $125.44 $0.460 $11,665.92 17.72% 92.38%
Ford F US 1170 $8.54 $9,991.80 $9.50 $0.450 $11,115.00 16.51% 84.58%
Foreign Stocks (ADRs)
Toyota Motor Corp. TM Japan 80 $124.00 $9,920.00 $124.94 $0.000 $9,995.20 0.76% 3.08%
Nintendo NTDOY Japan 260 $38.37 $9,976.20 $41.41 $0.000 $10,766.60 7.92% 35.77%
Cash $165.65 $165.65
Total $40,000 $43,708.37
EW Portfolio Return 10.73% 53.95%
VW Portfolio Return 10.69% 53.78%
Team #11
US Based MNCs
Nike NKE US 124 $80.46 $9,977.04 $87.43 $0.220 $10,841.32 8.94% 40.96%
Disney DIS US 90 $110.13 $9,911.70 $133.36 $0.000 $12,002.40 21.09% 115.47%
Foreign Stocks (ADRs)
Alibaba BABA China 66 $150.25 $9,916.50 $187.29 $0.000 $12,361.14 24.65% 142.02%
Compannia de Saneamento SBS Brazil 932 $10.72 $9,991.04 $10.69 $0.000 $9,963.08 -0.28% -1.12%
Cash $203.72 $203.72
Total $40,000 $45,371.66
EW Portfolio Return 13.60% 74.33%
VW Portfolio Return 13.50% 73.76%
Team #12
Apple INC AAPL US 64 $154.94 $9,916.16 $207.48 $0.730 $13,278.72 34.38% 227.16%
Caterpillar Inc CAT US 75 $131.66 $9,874.50 $142.03 $0.860 $10,652.25 8.53% 38.86%
Foreign Stocks (ADRs)
Alibaba BABA China 64 $154.84 $9,909.76 $187.29 $0.000 $11,986.56 20.96% 114.50%
Nokia Corp. NOK Finland 1680 $5.95 $9,996.00 $5.80 $0.000 $9,744.00 -2.52% -9.73%
Cash $303.58 $303.58
Total $40,000 $45,965.11
EW Portfolio Return 15.34% 92.70%
VW Portfolio Return 15.19% 91.84%
Team #13
US Based MNCs
Amazon AMZN US 5 $1,715.71 $8,578.55 $1,923.77 $0.000 $9,618.85 12.13% 58.26%
Disney DIS US 89 $111.25 $9,901.25 $133.36 $0.000 $11,869.04 19.87% 106.90%
Foreign Stocks (ADRs)
British Petroleum BP UK 245 $40.73 $9,978.85 $45.02 $0.615 $11,029.90 12.04% 57.79%
JD.com, Inc JD China 429 $23.29 $9,991.41 $29.78 $0.000 $12,775.62 27.87% 168.04%
Cash $1,549.94 $1,549.94
Total $40,000 $46,843.35
EW Portfolio Return 17.98% 97.75%
VW Portfolio Return 17.49% 95.35%
Team #14
US Based MNCs
AT&T T US 322 $30.96 $9,969.12 $32.10 $0.510 $10,336.20 5.33% 23.15%
Coca-Cola Consolodated COKE US 48 $207.45 $9,957.60 $309.39 $0.250 $14,850.72 49.26% 398.52%
Foreign Stocks (ADRs)
British Petroleum BP UK 245 $40.76 $9,986.20 $45.02 $0.615 $11,029.90 11.96% 57.32%
Sony Corp SNE Japan 199 $50.18 $9,985.82 $48.30 $0.000 $9,611.70 -3.75% -14.20%
Cash $101.26 $101.26
Total $40,000 $45,929.78
EW Portfolio Return 15.70% 116.20%
VW Portfolio Return 15.64% 115.75%
Team #15
Abbvie Inc ABBV US 111 $89.50 $9,934.50 $78.66 $1.070 $8,731.26 -10.92% -37.10%
Tanger Factory Outlets SKT US 447 $22.33 $9,981.51 $18.91 $0.350 $8,452.77 -13.75% -44.75%
Foreign Stocks (ADRs)
Honda HMC Japan 336 $29.76 $9,999.36
Sony Corp. SNE Japan 199 $50.18 $9,985.82 $48.30 $0.000 $9,611.70 -3.75% -14.20%
Aurora ACB Canada 1252 $7.06 $8,839.12 $9.06 $0.000 $11,343.12 28.33% 171.95%
Cash $98.81 $4.73
Total 4.73 $40,000 $38,143.58
EW Portfolio Return -9.47% -32.02%
VW Portfolio Return -0.82% 14.07%
Team #16
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Tesla TSLA US 33 $302.23 $9,973.46 $263.90 $0.000 $8,708.70 -12.68% -41.95%
Facebook FB US 66 $150.04 $9,902.64 $183.78 $0.000 $12,129.48 22.49% 125.60%
Foreign Stocks (ADRs)
Anheuser-Busch BUD Belgium 135 $73.65 $9,942.75 $89.25 $0.000 $12,048.75 21.18% 116.10%
Agnico-Eagle Mines Limited AEM Canada 256 $38.99 $9,981.44 $40.13 $0.125 $10,273.28 3.24% 13.66%
Cash $199.71 $199.71
Total $40,000 $43,359.92
EW Portfolio Return 8.56% 53.35%
VW Portfolio Return 8.48% 52.90%
Team #17
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Johnson & Johnson JNJ US 78 $127.91 $9,976.98 $139.90 $0.900 $10,912.20 10.08% 46.98%
AT&T T US 327 $30.50 $9,973.50 $32.10 $0.510 $10,496.70 5.33% 23.15%
Foreign Stocks (ADRs)
Vale SA VALE Brazil 696 $14.36 $9,994.56 $13.17 $0.000 $9,166.32 -8.29% -29.32%
JD.com JD China 457 $21.84 $9,980.88 $29.78 $0.000 $13,609.46 28.03% 169.43%
Cash $74.08 $74.08
Total $40,000 $44,258.76
EW Portfolio Return 8.79% 52.56%
VW Portfolio Return 8.77% 52.44%
Team #18
US Based MNCs
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Microsoft MSFT US 92 $107.71 $9,909.32 $125.44 $0.460 $11,540.48 17.72% 92.38%
Coca-Cola KO US 210 $47.61 $9,998.10 $48.21 $0.400 $10,124.10 2.10% 8.69%
Foreign Stocks (ADRs)
Novartis AG NVS Switzerland 112 $88.99 $9,966.88 $75.90 $2.865 $8,500.80 -11.49% -38.71%
Royal Dutch Shell RDS-A Netherlands 163 $61.07 $9,954.41 $65.00 $0.940 $10,595.00 7.97% 36.03%
Cash $171.29 $171.29
Total $40,000 $40,931.67
EW Portfolio Return 4.08% 24.60%
VW Portfolio Return 4.04% 24.38%
Team #19
Name of Firm Ticker Symbol Country # of shares purchased Purchase Price Initial Investment
Johnson & Johnson JNJ US 76 $130.69 $9,932.44 $139.90 $0.900 $10,632.40 7.74% 34.83%
Tesla, INC TSLA US 33 $302.26 $9,974.58 $263.90 $0.000 $8,708.70 -12.69% -41.98%
Foreign Stocks (ADRs)
Nestle S.A. (ADR) NSRGY Switzerland 118 $84.63 $9,986.34 $95.09 $2.464 $11,220.62 15.27% 76.83%
LVMH Moet Hennessy Louis Vuitton SE LVMUY France 173 $57.65 $9,973.45 $77.86 $0.905 $13,469.78 36.63% 249.64%
Cash $133.19 $133.19
Total $40,000 $44,164.69
EW Portfolio Return 11.74% 79.83%
VW Portfolio Return 11.70% 79.61%