Mid Term Stock Presentation Comments-Total 12 Presentations
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ST-M-LeeshaJones.pptxStockTrak Portfolio
Leesha Jones
MBA 675
Week 1
Activity to Date
Purchased a bond and mutual fund as a part of the assignments
Took the approach of invest it what you know
Invested in familiar companies and companies from group
Starbucks
Walmart
Waste Management
Align Technologies
Boston Scientific
3
Market Conditions and the Impact on the Portfolio
Week 1:
Q3 earnings were being reported on
10% of the S&P 500 companies reported on their earnings and it has been above forcasted
Overall
Overall
Dow Jones increase 2.5%
S&P increased 2.4%
NASDAQ increased 2.3%
My Portfolio
Overall
Increased 0.02%
Needed to diversify
Week 2
Activity to Date
Invested in more bonds
Three companies that I knew
Walmart
Boeing
Microsoft
The others were to complete the assignment
Invested in energy and larger companies
Exxon Mobil
Conoco Phillips
United States Oil Fund
3M
Coca-Cola
Caterpillar
PPG Industries
CVS
Market Conditions and the Impact on the Portfolio
Q3 earnings continue to release
Microsoft and Amazon reported weak earnings
Oil is did well as Exxon Mobil increased 2.9% and Chevron increased 1.2%
Overall
Dow Jones increased by 2.5%
S&P 500 increased by 2.5%
NASDAQ increased 2.9%
My Portfolio
Increased 0.41%
Week 3
Activity to Date
Focus on international stocks, options and futures
Tried investing in foreign international stocks
Was difficult to find stocks so I invested in what I could for the foreign stocks
Options in Google and Netflix
Keeping to the invest in what you know strategy
Market Conditions and the Impact on the Portfolio
Q3 Earnings still being released
Overall
Dow Jones increased by 1.3%
S&P 500 increased by 1.4%
NASDAQ increased 1.3%
Investors debated on what the payroll numbers would be
Actual Payroll – 261,000 additions
Projected Payroll – 205,000 additions
Actual unemployment – 3.7%
Projected Unemployment – 3.5%
Tech companies were projected to have its worst weekly performance since the beginning of the year
Twitter laid off half its work force – 3,700 employees
My portfolio
Return 0.95%
Value $1,009,461.36
Week 4
Activity to Date
Did not invest in new stocks
Sold some foreign stocks for a small profit.
Received dividends from Resmed and PPG
Market Conditions and the Impact on the Portfolio
Week started off stock strong before the election. It then dipped in the middle of the week and then finished strong
Futures increase as China said that they would lift COVID measures.
Meta increase 3% after it was announced that the company would start reducing its workforce
Overall
Dow Jones up 32.49 points
S&P 500 increased 36.56 points
NASDAQ increased 209.18 points
My portfolio
Return 19.33%
Value $1,193,307.93
My Portfolio vs the Market
Dow Jones
S&P 500 ETF
Nasdaq
Positions Currently Held
Took to the invest in what you know
Also tried to invest in energy and larger companies
Do not have a % split on what I have been investing in
Futures
Main growth in my portfolio
Top three - $146,000 increase since purchased
NQ – E-Mini Nasdaq
GC- Gold
ES – E-Mini S&P 500
| Symbol | Description | Quantity | LastPrice | PricePaid | ProfitLoss |
| NQ/Z2 | NA-MIN DEC 12 | 5 | $ 11,799.25 | $ 10,827.00 | $ 97,225.00 |
| GC/Z2 | GOLD 12/12 | 2 | $ 1,766.40 | $ 1,639.90 | $ 25,300.00 |
| ES/Z2 | SP-MIN DEC 12 | 2 | $ 3,991.00 | $ 3,756.25 | $ 23,475.00 |
Stocks
Top performing stocks
Caterpillar
PGG Industries
3M Co.
Starbucks Corp.
Exxon Mobil Corp.
| Symbol | Description | Quantity | LastPrice | PricePaid | ProfitLoss |
| CAT | Caterpillar Inc. | 100 | 236.49 | 198.99 | 3,750.00 |
| PPG | PPG Industries, Inc. | 200 | 130.09 | 114.29 | 3,160.00 |
| MMM | 3M Co. | 300 | 132.98 | 125.67 | 2,193.00 |
| SBUX | Starbucks Corp. | 200 | 97.38 | 88.25 | 1,826.00 |
| XOM | Exxon Mobil Corp. | 200 | 113.95 | 106.41 | 1,508.00 |
Possible Changes
Look into valuation ratios/market multipliers when investing in companies if I was looking more long term
I think my strategy of buying what you know is working well
I would like to purchase more futures
Thank you
