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7&8 Aldossary, Alghamdi, and Aldeen.docx

Noha Aldossary

Haitham Alghamdi

Zeyad Nassr Aldeen

“Trading Rule“

Create a “trading rule” based on financial analysis and explain it.

Judge your portfolio using your trading rule. Which actions should you take? Explain.

Name of Stocks	# Of Shares		Action
Amazon AMZN1624O505	-1 (Sell Options)	Options sold because its fixed by time the Mar/26	By selling protective put that make we lose profit.
CRUDE OIL APR 16 CL/J6	-100 (Sell Futures)	Futures sold because its fixed by time the Mar/26	We Sell stocks that bring risk over our invest.
FIDELITY CONTRA FUND (FCNTX)	5,327 (Mutual Funds)	We have bought strong and profitably Mutual Funds	Should to diversify in your portfolio by investing
BRENT CRU OIL LASDA MAY 16 (BZ/K6)	100 (Buy Futures)	We have bought Futures for Brent Oil because of prices of Oil increasing	Should to diversify in your portfolio by investing.
SPDR S&P 500 (SPY)	-500 (Sell Equities)	We have sold this because we have bought it at high price	By selling protective put that make we lose profit, but with protective luck that it helped to made some money in the portfolio.
CRUDE OIL APR 16 CL/J6	100 (Buy Futures)	We have bought Futures for Brent Oil because of prices of Oil increasing	You should to diversify in your portfolio by investing such as mutual funds and option and future.
Facebook Inc. (FB)	-1,000 (Sell Equities)	We sold this because we star losing our profit	Sell stocks that bring risk over your invest.
Bank of America Corporation (BAC)	-5,000 (Sell Equities)	We sold this because we were at high risk with high quantity and we start gain profit	Sell stocks that bring risk over your invest.
Novartis AG (NVS)	500 (Buy Equities)	We bought this because we were losing money and we need lower our price	Should to diversify in your portfolio by investing
DAIMLER AG ADR (DDAIY)	300	We bought this because we were losing money and we need lower our price	Do not try to trade in every market swing
CRUDE OIL MAR 16	-10 (Sell Futures)	We sold it because the prices of Oil start to fall and we start to losing money	By selling protective put that make we lose profit
Credit Suisse Group AG (CS)	-5,000 (Sell Equities)	We bought this because we were losing money and we need lower our price	Do not try to trade in every market swing
Berkshire Hathaway Inc. (BRK-A)	-3 (Sell Equities)	We sold this because we were at high risk with high price and we start gain profit	Do not try to trade in every market swing
DREYFUS FAMILY OF FUNDS (PEOPX)	109 (Buy Mutual Funds)	We have bought strong and profitably Index Funds	Should to diversify in your portfolio by investing such as mutual funds and option and future
VANGUARD INDEX TRUST 500 (VFINX)	570 (Buy Mutual Funds)	We have bought strong and profitably Mutual Funds	Should to diversify in your portfolio by investing such as mutual funds and option and future
Novartis Shs Sponsored American Deposit Receipt (NVS1615D72.5)	-1 (Short Options)	We Bought Covered Call that has the highest percentage lost	Sell stocks that bring risk over your invest.
Alphabet Inc. GOOGL	100 (shares)	We bought this because we were losing money and we need lower our price	Do not try to trade in every market swing
Alibaba Group Holding (BABA)	500 (shares)	We bought it because all over the market increasing and Alibaba is a big company in online trading	Should to diversify in your portfolio by investing
3M Company (MMM)	1,000 (shares)	We bought it because 3M one of the biggest company in different industrials	Buy the biggest company in the industry
Chevron Corporation (CVX)	200 (shares)	We bought it because all over the market increasing and Chevron is a good option to buy	Buy the share when all over the market rising
Exxon Mobil Corporation (XOM)	600 (shares)	We bought it because all over the market increasing and Exxon is a good option to buy	Buy the biggest company in the industry
CONSOL Energy Inc. (CNX)	10 (shares)	We bought it because as penny stock	Buy the share when all over the market rising
DAIMLER AG ADR (DDAI)	275 (shares)	We bought it because all over the market increasing	Buy the share when all over the market rising
Sanofi (SNY)	470 (shares)	We bought it because all over the market increasing	Buy the share when all over the market rising
NESTLE SA REG SHRS S (NSRGY)	270 (shares)	We bought it because all over the market increasing and NESTLE is big company in Food industrial	Buy the biggest company in the industry
SOFTBANK CP UNSP ADR (SFTBY)	912 (Shares)	We bought it because all over the market increasing	Buy the share when the all over the market rising
Johnson & Johnson (JNJ)	465 (Shares)	We bought it because J&J one of the biggest in company health industrial	Buy the biggest company in the industry
Wal-Mart Stores Inc. (WMT)	735(shares)	We bought it because Wal-Mart one of the biggest company in hypermarket industrial	Buy the biggest company in the industry
Apple Inc.	500 (shares)	We bought it because Apple one of the biggest company Technology industrial	Trade the best stock in any industry.
Verizon Communications (vz)	969 (shares)	We bought it because all over the market increasing and Verizon one of the biggest telecommunication company	Buy the share when all over the market rising
Motor Company (F)	3,998 (shares)	We bought it because all over the market increasing	Buy the share when all over the market rising
Amazon	80 (shares)	We bought it because Amazon is one of the biggest online trading	Buy the biggest company in the industry
AT&T Inc.	1,336 (shares)	We bought it because all over the market increasing and AT&T one of the biggest telecommunication company	Should to diversify in your portfolio by investing
General Electric Company	1,684 (shares)	We bought it because General Electric one of the biggest Diversified Machinery	Trade the best stock in any industry.
Alphabet Inc.	80 (shares)	We bought it because Alphabet one of the biggest Innovation industrial	Buy the biggest company in the industry

1) You should know how much you lose, and always watch your risk. If you need to lose make sure you lose that amount.

2) Do not try to trade in every market swing because that may it is damaging to your mental and financial health.

3) You should to diversify in your portfolio by investing such as mutual funds and option and future.

4) Don’t stop trading that make you have profit to the portfolio, but you stop trading when you see that you lose money.

5) Sell stocks that bring risk over your invest.

6) By selling protective put that make we lose profit, but with protective luck that it helped to made some money in the portfolio.

7) In long term pay when the stocks high and in short term sell when the stocks low.

8) We should monitor stocks invested and analyze their performance. Also the Important things to look portfolio the number of securities per portfolio, types of securities, and notes Investing

Stock Trak Assignment 7 and 8 -Spring 2016(1).doc

NAME:_________________________________________________________

Stock Trak Assignments 7 and 8

Stock Trak Simulation

Due: Friday, March 25, 2015 by 11:59PM on Canvas

Points: 50 each – 100 points total

***For every day this assignment is late, I will take off 10% of the assignment grade.***

Simulation: Suppose you inherited $5,000,000. In order to keep the money, you must do the following over the next 10 week period.

You are training to be a disciplined investment professional. In order to do so, you need to set up a set of “trading rules” for your portfolio. You can use one or a combination of the following analyses as guidelines to trade:

· Portfolio return

· Portfolio Beta

· Individual asset return

· Individual asset betas

· Sharpe ratios, etc.

Assignment 7: Create a “trading rule” based on financial analysis and explain it.

Assignment 8: Judge your portfolio using your trading rule. Which actions should you take? Explain.

For your written assignment:

1. Watch for spelling, grammar, and usage errors!!!

2. REFERENCE – both internally and have a reference page!!!!

3. 12-point font, either single or double-spaced.

4. TURN IN VIA CANVAS!!!!

5. FOLLOW INSTRUCTIONS!!!

Aldossary, Alghamdi , Aldeen.docx

Noha Aldossary

Haitham Alghamdi

Zeyad Nassr Aldeen

For $1,000,000 investment. We have randomly chosen 15 US stocks and 5 international stocks. The way we have randomize the stock is that we went to google finance and yahoo finance and try to find out top companies in different sectors like IT, Energy, Telecom, Medicine, Retail, Finance and put our investment there.

To choose bond we have chosen Treasure bond for T-NOTE 2% which is one of the lowest risk bond.

References:

1. https://www.google.com/finance

2. http://finance.yahoo.com

3. http://www.kiplinger.com/article/investing/T024-C000-S002-bargains-in-international-stocks-and-funds-2015.html

Stock Trak Assignment 1 Grade Sheet__Spring 2016.xls

Sheet1

NAMES:
Investment Fund:
StockTrak Assignment 1 Grade Sheet	Castater
1	Possible Points	Earned Points
From your $1,000,000 Investment
Table of the Assets	45
Description of Each Asset	35
What was the random method you used to choose these assets?	10
Clarity and presentation of writing	10
No referencing? (If necessary)	-10
Late?	"-10 per day"
15 US stock	Stock name	Ticker	description	price per share	# of shares	total amount
	Amazon.com Inc.	AMZN	Aamon is the world leanding onine relailer and cloud provider	$594.45	80	$47,556.00
	Alphabet Inc.	GOOGL	World leading search engine, andorid developer	$733.70	65	$47,690.50
	Apple Inc.	AAPL	World leading smart phone company and worlds number one publiclty listed company	$95.12	500	$47,560.00
	Exxon Mobil Corporation	XOM	Worlds leading energy company, explorer oil and gas	$76.61	600	$45,966.00
	Bank of America Corporation	BAC	US top banking corporatin	$13.50	3530	$47,655.00
	Visa Inc.	V	World's number 1 credit card company	$71.54	665	$47,574.10
	Chevron Corporation	CVX	Worlds leading energy company, explorer oil and gas	$82.58	450	$37,161.00
	Wal-Mart Stores Inc.	WMT	Worlds largest online and store reteailer	$64.70	735	$47,554.50
	Berkshire Hathaway inc.	BRK-B	World famous company run by warren buffett and one of the world leading investment company	$125.89	377	$47,460.53
	AT&T Inc.	T	US top telecom company	$35.68	1336	$47,668.48
	Novartis AG	NVS	One of the leading pharmacitical company	$78.52	606	$47,583.12
	Johnson & Johnson	JNJ	One of the leading healthcare and beauty product company	$102.40	465	$47,616.00
	General Electric Company	GE	World leading electronics and electric company	$27.99	1600	$44,784.00
	Ford Motor Company	F	World leading car menufacturer	$11.92	3998	$47,656.16
	Verizon Communications	VZ	US number one cellphone company	$49.12	969	$47,597.28
Total						$699,082.67
1 bond	Stock name	Ticker	description	price per share	# of shares	total amount
	T-NOTE 2.0% 31-Jan-2016	B-T-2.0-31012016	Treaseary bond	$1,021.00	97	$99,037.00
5 international stocks stock	Stock name	Ticker	description	price per share	# of shares	total amount
	Credit Suisse Group AG	CS	World leading financial company	$17.56	1100	$19,316.00
	NESTLE SA REG SHRS S	NSRGY	World number of baby food and natural food menufacturer	$72.60	270	$19,602.00
	Sanofi	SNY	World leading drug R&D company	$41.65	470	$19,575.50
	DAIMLER AG ADR	DDAIY	Top german car manufacturer	$71.60	275	$19,690.00
	SOFTBANK CP UNSP ADR	SFTBY	Japan's leading telecom and investment company	$21.92	912	$19,991.04
Total						$98,174.54
Total Investment						$896,294.21
Cash In hand						$103,705.79

Sheet2

Sheet3

StockTrak Assignment 1 Spring 2016.docx

NAME:_________________________________________________________

Stock Trak Simulation

Due: Friday, January 29, 2016, 2016 by 11:59pm on Canvas

Assignment 1

Points: 100

***For every day this assignment is late, I will take off 10% of the assignment grade.***

Simulation: Suppose you inherited $5,000,000. In order to keep the money, you must do the following over the next 10 week period.

Assignment 1: With $1,000,000 of your inheritance, create a random portfolio with the following allocation. Please list the investments, and explain how your randomly chose your portfolio.

· 70% stocks – 15 randomly-chosen stocks

· 10% bonds – 1 bond fund

· 10% international stocks - 5 randomly-chosen stocks off of different international markets

· and 10% leave as cash

· So there are 21 randomly chosen investments you must choose to invest in. When I state randomly-chosen, I mean stocks you do not research.

With the other $4,000,000 in your portfolio, create a portfolio and manipulate your investments in order to maximize short-term return.

Helpful hint: To aid in your trading, watch the following videos.

1. Go to stocktrack.com.

2. Click on Research.

3. Click on trading videos.

4. Each video is only 1 – 3 minutes long.

5. Watch “How to Trade Stocks,” “How to Trade Bonds,” “How to Trade Options,” “How to Trade Futures” and “How to Trade Mutual Funds.” http://stocktrak.com/public/research/videocenter.aspx

For your written assignment:Watch for spelling, grammar, and usage errors!!!

1. REFERENCE – both internally and have a reference page!!!!

2. 12-point font, either single or double-spaced.

3. TURN IN VIA CANVAS!!!!

4. FOLLOW INSTRUCTIONS!!!

Aldossary, Alghamdi , Aldeen (Assignemnt 2, 3).xls

Sheet1

NAMES: Aldossary , Alghamdi , Aldeen
Investment Fund:
StockTrak Assignment 2 and 3 Grade Sheet	Castater
2	Possible Points	Earned Points
From your $1,000,000 Investment
Buy at least one option and show proof	10
Buy at least one future and show proof	10
Describe the option(s) you bought and why	10
Describe the future(s) you bought and why	10
Write AT LEAST one paragraph per option and future	5
Clarity and presentation of writing	5
No referencing? (If necessary)	-10
Late?	"-10 per day"
3
Buy at least ONE Penny Stock	15
Describe the Penny stock	15
Why is it a good idea to invest in it?	15
Clarity and presentation of writing	5
No referencing? (If necessary)	-10
Late?	"-10 per day"
Assignment 2:
	Stock name	Ticker	description	price per share	# of shares	total amount
	Facebook Inc	FB1	Social Networking Service, Online , Contact People. I bought because	$3.20	100	$22,365.00
One Opition
	Stock name	Ticker	description	price per share	# of shares	total amount
	Crude Oil Mar 16	CL/H6	It’s petroleum, refind into to disel and gasoline	$26.30	10	$0.00
One Future
Assignment 3:
	Stock name	Ticker	description	price per share	# of shares	total amount
	Frontier Communications Corporation	FTR	Telephone Company, Phone Service in the U.S.	$4.30	21	($90.30)
One Penny Stock
Total Investament						$22,274.70
Cash in Hand						$977,725.30

Sheet2

Sheet3

StockTrak Assignments 2 and 3_Spring 2016(2).doc

NAME:_________________________________________________________

StockTrak Assignment 2 and 3

Stock Trak Simulation

Due: Friday, February 12, 2015 by 11:59PM on Canvas

Points: 50 each – total 100

***For every day this assignment is late, I will take off 10% of the assignment grade.***

Simulation: Suppose you inherited $5,000,000. In order to keep the money, you must do the following over the next 10 week period.

Assignment 2: Start buying on futures and options on margin in the $1,000,000 portfolio. Purchase AT LEAST 1 option and 1 future with the 5% cash portion of your random portfolio. Research and provide reasons why you invested in your chosen future and option. WRITE AT LEAST ONE PARAGRAPH per investment.

Assignment 3: Implement the Dollar-Cost Averaging (DCA) technique to your $1,000,000 portfolio. (See the definition below.) For the DCA technique, choose one penny stock (less than $5), or a stock selling for less than $10, and buy $100 worth each week for the remaining weeks of the simulation. Write a paragraph on why you chose the particular stock you chose. Save evidence of YOUR WEEKLY DCA TRADES!

Helpful hint:

To aid in your trading, watch the following videos.

1. Go to stocktrack.com.

2. Click on Research.

3. Click on trading videos.

4. Each video is only 1 – 3 minutes long.

For your written assignment:

1. Watch for spelling, grammar, and usage errors!!!

2. REFERENCE – both internally and have a reference page!!!!

3. 12-point font, either single or double-spaced.

4. TURN IN VIA CANVAS!!!!

5. FOLLOW INSTRUCTIONS!!!

Definition:

What Does Dollar-Cost Averaging - DCA Mean? The technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price . More shares are purchased when prices are low, and fewer shares are bought when prices are high. Also referred to as a "constant dollar plan".

Investopedia explains Dollar-Cost Averaging - DCA Eventually, the average cost per share of the security will become smaller and smaller. Dollar-cost averaging lessens the risk of investing a large amount in a single investment at the wrong time. For example, you decide to purchase $100 worth of XYZ each month for three months. In January, XYZ is worth $33, so you buy three shares. In February, XYZ is worth $25, so you buy four additional shares this time. Finally, in March, XYZ is worth $20, so you buy five shares. In total, you purchased 12 shares for an average price of approximately $25 each. In the U.K., it is known as "pound-cost averaging".

Word Assi, 2&3-2-2.docx

Noha Aldossary

Haitham Alghamdi

Zeyad Nassr Aldeen

Assignment 2: why you invested in your chosen future and option?

According to www.stockoptionschannel.com the Most 15 Active Call & Put Options Facebook was rank # 3 to put for month of March. Regarding the future option is to buy CRUDE OIL according yahoo finance the oil prices hits the lowest since 12 years.

Assignment 3: Why is it a good idea to invest in it?

I choose the Frontier Communications Corporation because the communications industry growing faster also the price of the company was the lowest in the Communications industry.

Reference:

1. http://finance.yahoo.com/q?s=CLH16.NYM

2. https://www.stockoptionschannel.com

Aldossary, Alghamdi , Aldeen (4&5).docx

Noha Aldossary

Haitham Alghamdi

Zeyad Nassr Aldeen

Assignment 4 & 5

Assignment 4:

Return on Asset (ROA) is the indicator of how profitable a company is relative to its total assets. It tells us what earnings were generated from invested capital (assets).

The protective put, is a hedging strategy where the holder of a security buys a put to guard against a drop in the stock price of that security. We bought 500 Shears at Amazon Company and we gain profit by 12.93%. In this case we bought 1 protective put option to cover our Amazon profit.

A covered call is when the investor has a long position in an asset combined with a short position in a call option on the same underlying asset. A call writer may be required to deliver the stock if the buyer exercises his option. An investor will write a call option when he feels that a particular stock's price will not rise above a certain level. For this case we have bought 2,106 shears at Novartis Company and we are losing by 3.50%. In this situation we bought 1 covered call option for Novartis Company.

Assignment 5:

Index fund

Dreyfus S&P 500 Index Fund is an open-end fund incorporated in the USA. The Fund's objective is to match the performance of the Standard & Poor's 500 Composite Stock Price Index. The Fund invests in the stocks that compose the Index and in stock-index futures. The fund has returned -1.15 percent over the past year, 10.75 percent over the past three years, 10.38 percent over the past five years, and 6.00 percent over the past decade

Mutual fund

The long-term track record for FCNTX is among the best in the mutual fund industry. The lifetime return since inception for Fidelity Contrafund is an incredible 12.5%. Under Danoff’s tenure, the 15-year annualized return of 8% crushes the S&P 500’s 4.9%, and FCNTX beats 99% of large-growth stock funds. The 10-year return ranks ahead of 87% of category peers.

References:

1. http://www.investopedia.com/terms/r/returnonassets.asp

2. http://www.theoptionsguide.com/protective-put.aspx

3. http://www.investopedia.com/exam-guide/cfa-level-1/derivatives/managing-risk-options-

4. http://investorplace.com/2015/05/why-fidelity-contrafund-looks-good-now-fcntx/#.VtCdHsc4ln4

5. http://money.usnews.com/funds/mutual-funds/large-blend/dreyfus-s%26p-500-index-fund/peopx

Stock Trak Assignment 4 & 5 .xls

Sheet1

NAMES: Aldossary , Alghamdi , Aldeen
Investment Fund:
StockTrak Assignment 4 and 5 Grade Sheet	Castater
4	Possible Points	Earned Points
From your $1,000,000 Investment
Buy a protective put	10
Show the protective put asset history and describe why	10
Buy a covered call	10
Show the covered call asset history and describe why	10
Write AT LEAST one paragraph per option and future	5
Clarity and presentation of writing	5
No referencing? (If necessary)	-10
Late?	"-10 per day"
5
Buy $10,000 worth of an Index Fund	10
Describe the Index Fund	10
Buy $10,000 worth of a Mutual Fund	10
Describe the Mutual Fund	10
Write AT LEAST one paragraph per Index Fund and Mutual Fund	5
Clarity and presentation of writing	5
No referencing? (If necessary)	-10
Late?	"-10 per day"
Assognemnt 4	Stock name	Ticker	description	price per share	# of shares
Protective Put:	Amazon.com Inc.	AMZN	Amazon is the world leanding onine relailer and cloud provider	$15.00	1
Protective Lock:	Stock name	Ticker	description	price per share	# of shares
	Novartis Shs Sponsored American Deposit Receipt Re	NVS	Novartis International AG is a Swiss multinational pharmaceutical company based in Basel, Switzerland, ranking number one in sales among the world-wide industry in 2013	$2.05	-1
Assignemnt 5:	Stock name	Ticker	description	price per share	# of shares
Mutual Fund	FIDELITY CONTRA FUND	FCNTX	is one of the largest actively managed equity mutual funds	$88.76	67
	Stock name	Ticker	description	price per share	# of shares
Index Fund	DREYFUS FAMILY OF FUNDS	PEOPX	is one of the nation's leading investment management and distribution companies	$45.78	109

Sheet2

Protective Put
Action
Symbol	Description	QTY	Curr.	Price Paid	Last Price	Margin	Day's Chg	Profit/Loss	Mkt Value	%
AMZN1624O505	Amazon.com Inc	1	USD	15	5.75	0	0	-925	575	-61.67%
Protective lock
Symbol	Description	QTY	Curr.	Price Paid	Last Price	Margin	Day's Chg	Profit/Loss	Mkt Value	%
NVS1615D72.5	Novartis Shs Sp...	-1	USD	2.05	2.2	0	0	-15	220	-7.32%

Sheet3

StockTrak Assignments 4 and 5 - Spring 2016(2).doc

NAME:_________________________________________________________

StockTrak Assignments 4 and 5

Stock Trak Simulation

Due: Friday, February 26, 2015 by 11:59PM on Canvas

Points: 50 each – 100 points total

***For every day this assignment is late, I will take off 10% of the assignment grade.***

Simulation: Suppose you inherited $5,000,000. In order to keep the money, you must do the following over the next 10 week period.

This assignment comes out of the $100,000 cash you reserved in your portfolio account.

Assignment 4: If you have made money, buy a protective put and lock in the profit. If you have a neutral position or have lost money on the stock, buy a covered call for that stock. You must engage in BOTH a protective put and a covered call transaction.

Describe the returns on the original asset, and then describe the protective put or covered call you entered to cover that investment. Write your explanation in a MINIMUM of one paragraph. This must be done for BOTH transactions.

Assignment 5: Buy an index fund and a mutual fund.

Using $10,000, buy $5,000 worth of stock in an index fund (funds that replicate the returns on market indices; ie. Diamonds, SPDRs, etc.) With the other $5,000, buy a part of a mutual fund. Research and explain why you bought the index fund and why you bought the mutual fund. Explain your investments in a MINIMUM of one paragraph each.

Helpful hint:

To aid in your trading, watch the following videos.

1. Go to stocktrack.com.

2. Click on Research.

3. Click on trading videos.

4. Each video is only 1 – 3 minutes long.

For your written assignment:

1. Watch for spelling, grammar, and usage errors!!!

2. REFERENCE – both internally and have a reference page!!!!

3. 12-point font, either single or double-spaced.

4. TURN IN VIA CANVAS!!!!

5. FOLLOW INSTRUCTIONS!!!

Aldossary, Alghamdi , and Aldeen ST9 2.docx

Noha Aldossary

Haitham Alghamdi

Zeyad Nassr Aldeen

April8, 2016

Dr. Nichole Castater

StockTrak Assignment 9

Table of Asset:

Amazon AMZN1624O505	It could represent higher risk , especially in the short term. The reason we sold it because we star losing money
CRUDE OIL APR 16 CL/J6	Futures sold because its fixed by time the Mar/26, that may bring higher risk over our invest.
Frontier Communications Corporation (FTR)	We bought because it has a low degree of risk, also to keep up our profit
AT&T Inc.	We bought it because AT&T one of the biggest telecommunication company, and with different assets it could have a low degree of risk
FIDELITY CONTRA FUND (FCNTX)	We bought it because we need strong and profitably Mutual Funds. It offered built in diversification, investing mutual fund certain risk.
BRENT CRU OIL LASDA MAY 16 (BZ/K6)	We bought Brent Oil because of prices of Oil increasing ,Also it has a low degree of risk.
SPDR S&P 500 (SPY)	We bought shares but later we noticed that may affect the business as a suitable investment, we sell it because it could represent higher risk
Facebook Inc. (FB)	We sold it because we star losing our profit, It could represent higher risk
Bank of America Corporation (BAC)	It could represent higher risk and we start gain profit, especially in the short term, so we sold it.
Novartis AG (NVS)	We bought because we losing money, and with different assets it could have a low degree of risk
DAIMLER AG ADR (DDAIY)	We bought because we losing money, and with different assets it could have a low degree of risk
CRUDE OIL MAR 16	We sold it because we star losing our profit, It could represent higher risk
Credit Suisse Group AG (CS)	We sold it because we star losing our profit, It could represent higher risk
CONSOL Energy Inc. (cnx)	We bought shares but later we noticed that may affect the business as a suitable investment, we sell it because it could represent higher risk
Berkshire Hathaway Inc. (BRK-A)	We sold it because we star losing our profit, also because we in high risk with high price
DREYFUS FAMILY OF FUNDS (PEOPX)	We bought it because we need strong and profitably Mutual Funds. It offered built in diversification, investing mutual fund certain risk.
VANGUARD INDEX TRUST 500 (VFINX)	We bought it because we need strong and profitably Mutual Funds. It offered built in diversification, investing mutual fund certain risk.
Novartis Shs Sponsored American Deposit Receipt (NVS1615D72.5)	We sold short option because they will be cheaper to buy back in the future, also selling short requires us to keep up in the market, since losses on any short position an unlimited.
Visa Inc. (V)	We bought because we losing money, and with different assets it could have a low degree of risk
Alphabet Inc. GOOGL	We bought because Alphabet one of the biggest Innovation industrial. Also, it has a low degree of risk
Alibaba Group Holding (BABA)	We bought it because all over the market increasing and Alibaba is a big company in online trading. It has a low degree of risk
3M Company (MMM)	We bought it because 3M one of the biggest company in different industrials. If we balanced mix of investment we will have a low of degree of risk , and others have a higher degree of risk
Chevron Corporation (CVX)	We bought it because all over the market increasing and Chevron is a good option to buy, and with different assets it could have a low degree of risk.
Exxon Mobil Corporation (XOM)	We bought it because all over the market increasing and Exxon is a good option to buy, also by to mix assets it could have a low degree of risk.
CONSOL Energy Inc. (CNX)	We bought it because as penny stock, also the stock price may increase and work to our detriment. .
DAIMLER AG ADR (DDAI)	We bought it because all over the market increasing. It has a low degree of risk
Sanofi (SNY)	We bought it because all over the market increasing. It has a low degree of risk also the stock price may increase and work to our detriment. .
NESTLE SA REG SHRS S (NSRGY)	We bought it because NESTLE is big company in Food industrial also by to mix assets it could have a low degree of risk.
SOFTBANK CP UNSP ADR (SFTBY)	We bought it because all over the market increasing. Also, if we balanced mix of investment we will have a low of degree of risk.
Johnson & Johnson (JNJ)	We bought it because J&J one of the biggest in company health industrial, and with different assets it could have a low degree of risk
Wal-Mart Stores Inc. (WMT)	We bought it because Wal-Mart one of the biggest company in hypermarket industrial, all over the market increasing. It has a low degree of risk
Apple Inc.	We bought it because Apple one of the biggest company Technology industrial, Also it has a low degree of risk
Verizon Communications (vz)	We bought it because all over the market increasing and Verizon one of the biggest telecommunication company. Also, if we balanced mix of investment we will have a low of degree of risk.
Motor Company (F)	We bought it because all over the market increasing and Ford one of the big company in motor industry, and with different assets it could have a low degree of risk
General Electric Company	We bought it because General Electric one of the biggest Diversified Machinery. If we balanced mixes of investment we will have a low of degree of risk.

Graphs of the Assets:

Evidence From StockTrak:

Stock Trak Final Grade Sheet__Spring 2016(6).xls

Sheet1

NAMES:
Investment Fund:
StockTrak Final Presentation Grade Sheet	Castater
Written
Content
Investments in random portfolio $1,000,000	5
Investments in short-term portfolio $4,000,000	5
Comparison of both portfolios	5
Dollar Cost Averaging investment	5
Index Fund and Mutual Fund Investment	5
Option and Futures Investment	5
Trading Rule	5
Risk of total portfolio	5
Return of total portfolio	5
Clarity
Well - written	5
Grammar, Spelling and Usage mistakes	5
Great layout - use of graphs and tables	5
Late	"-10 per day"
Total	60