Stock Track Final Presentation-Comments
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ST-F-JonesLeesha.pptxStockTrak Portfolio Part 2
Leesha Jones
MBA 675
Week 5
Activity to Date
Week of Thanksgiving
No new investments
Did receive a dividend from Petroleo Brasil S.A.
Market Conditions and the Impact on the Portfolio
US Markets were closed on Thursday for Thanksgiving
Reopened Friday
Investors are watching China as they continue lockdowns
Overall
Dow Jones increased
S&P 500 decreases
NASDAQ decreased
My Portfolio
No large ups or downs
Week 6
Activity to Date
Invested in more futures, bonds, options, mutual funds and stocks so that I could use some of the cash balance that I had
Received dividends from Coca-Cola and Waste Management
Overall most stock have increase in value since purchase
Market seems like everything was up in the air but leaning in a good direction. My portfolio followed that pattern
Market Conditions and the Impact on the Portfolio
Beginning of the week fell due to the market waiting for the expected jobs data
The data was better than expected which caused stock to rise after the releases.
Chatter is still in the air about FTX’s collapse
Overall:
Dow Jones increased 34.87 points
S&P 500 decreases 4.87 points
NASDAQ decreased 20.95 points
My Portfolio
Return 11.91%
Value 1,119,131.94
Week 7
Activity to Date
I noticed that I did not have a good percentage invest in stocks any more
I invested in what I new as well has a bunch of dividend kings
Used most remaining cash
Portfolio is more balanced now
Long Equities – 42.3%
Cash – 1.7%
Long Spots – 14.6%
Bonds – 17.8%
Mutual Funds – 8.2%
Futures – 15.3%
Market Conditions and the Impact on the Portfolio
Market decreased this week throughout the week
Technology stock decreased due to fear of growth slowing
Wholesale prices increases which was a big reason for the decrease in the market
Overall:
Dow Jones decreased 305.02
S&P 500 decreased 29.13
NASDAQ decreased 77.39
My Portfolio
Return 2.62%
Value $1,026,157.16
My Portfolio vs the Market
Dow Jones
S&P 500
Nasdaq
Positions Currently Held
Kept with the invest in what you know strategy
I also invested in dividend kings
Top Performing Stocks
Top performing stocks
Starbucks Corp.
PGG Industries
Caterpillar
Procter & Gamble Co.
Waste Management, Inc.
| Symbol | Description | Quantity | LastPrice | PricePaid | ProfitLoss |
| SBUX | Starbucks Corp. | 500 | $ 101.79 | $ 94.72 | $ 3,533.00 |
| PPG | PPG Industries, Inc. | 200 | $ 130.41 | $ 114.29 | $ 3,224.00 |
| CAT | Caterpillar Inc. | 100 | $ 227.29 | $ 198.99 | $ 2,830.00 |
| PG | Procter & Gamble Co. | 300 | $ 150.92 | $ 143.92 | $ 2,099.00 |
| WM | Waste Management, Inc. | 200 | $ 166.83 | $ 160.60 | $ 1,246.00 |
Portfolio Summary
Cash Balance - $24,566.67
Short Sale Proceeds – $162.85
Portfolio Value – $1,026,157.16
Interest Earned on Bonds – $3,073.65
Dividends Received – $1,645.88
Possible Changes
Look into Beta more
Overall I think purchasing what you know has worked well for me
Thank you
