kerry’s brilliant stock portfolio
DESCRIPTION
Kerry’s Brilliant Stock Portfolio. If I held my stocks, I would have made money but much less. TOTAL $11,085.68. Best Geron Corp (GERN). Purchased 400 shares on9/20 for $2.55 Sold 200 on 9/27 for $4.27 Sold 100 on 11/7 for $5.70 Sold 100 on 11/7 for $5.55 - PowerPoint PPT PresentationTRANSCRIPT
Kerry’s Brilliant Stock Portfolio
Symbol # Shares Price Commission Amount Price 11/15 Value 11/15
BIIB 12 210.91 -5 -2535.9 245.09 2941.08
CDNS 155 14.095 -5 -2189.7 12.67 1963.85
KED 100 25.83 -5 -2588 29.55 2955
CO 200 4.27 -5 -859 3.72 744
BREW 150 10.84 -5 -1631 15.56 2334
KED 5 25.89 -5 -134.45 29.55 147.75
If I held my stocks, I would have made money but much less
TOTAL $11,085.68
Best Geron Corp (GERN)• Purchased 400 shares
on9/20 for $2.55• Sold 200 on 9/27 for $4.27• Sold 100 on 11/7 for $5.70• Sold 100 on 11/7 for $5.55• On 11/7 I sold at 123%
increase, actually went up even higher!
• I made $961 profit
Recently, their work on a drug to fight myelofibrosis has been very promising
Located in Menlo Park California
2009 Nobel Prize in Physiology or Medicine awarded to former Geron collaborator
Worst Company (SCON)Superconductor Technology
• Bought 300 shares for $2.10, sold for $1.70
• should have waited it out, closed a t $2 on 11/15
They develop and commercialize high temperature semiconductor material.Founded in 1987 and headquartered in Austin, TX
Interesting (BREW)Craft Brew Alliance, Inc.
Merger of leading Northwest brewersHeadquartered in Portland, OR
Purchased for $10.84 as one of my originals, sold 75 shares for$17.749 on 10/25 and the remaining 75 on 11/14 for $15.442 $848 profit
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GERN and BREW
BREWGERN
Axis Title
What I Learned
• The stock market is legalized gambling
• Playing the market is fun but can be very risky
• My threshold for risk is medium high when I am using fake money.
• I found that I am interested in companies that are up and comers
• Started with $10,000• Ended with $12,246• Gained 22.5% over 3
months….not bad!• Ended 3rd overall
Most important• This presentation is a B• Graph could be a little spiffier• No background, a little boring (make sure if you add a
background the presentation is readable)• Put your personality into the presentation• My slides on the companies had very little info about the
companies…we want to know more but don’t make your slides too wordy, like this one!
• To add to your score, dress nicely for your presentation and do NOT read your powerpoint! Practice before you speak in front of the class.