Stock Portfolio PresentationTemplate

Create a Company Logo (sample below)

Group Name: Money Makers (Create your own Group Name)

Portfolio Manager (Full Name)

Associate # 1 (Full Name) Associate # 2 (Full Name) Associate # 3 (Full Name)

Mission Statement It should be a paragraph stating

is the brokerage’s investment objective. Example:

“Our brokerage's objective is to provide __________. Our

services are the best in the industry because_______. ”

Strategy The brokerage primarily invests

in _________ because __________. We look for

companies that have ____________ and they are well

established in their respective industries.

Investor Profile We work with _______(type of

people that invest in your company) seeking capital appreciation who

can accept the price declines inherent in common stock investing. Our company is

appropriate for__________(i.e., retirement, tax-deferred accounts,

such as IRAs).

Risk/Reward Potential (place a your own graph or picture to

illustrate the risk/reward). Do not use the sample below.

Composition (industries & percentages) Find a graph similar to you stock

portfolio to illustrate the composition of the portfolio.

Justification of Top SelectionsList the names of the best eight (8) stocks in the portfolio. Each group

member will have the following things in their slide:

a. Names of the top two (2) companies from their portfolio. b. The company logos from both companies. c. Student picture (looks professional).d. Justification (one paragraph) - Explain the reason the

companies were selected. Include the upside potential of the companies in the future.

Broker Portfolio Manager (McDonalds & Microsoft)

Justification for top two companies: Company #1:

McDonalds has the potential to …. Company #2:

Microsoft has the potential to ….

Student’s Name: George Smith

Student’s Picture

company logo

Broker Associate # 1 (Toyota & Coke) Justification for top two companies:

Company #1: (Company Name) has the potential to ….

Company #2: (Company Name) has the potential to ….

Student’s Picture

Student’s Name: Patricia Lopez

Associate # 2 (Wells Fargo & Verizon)

Justification for top two companies: Company #1:

(Company Name) has the potential to …. Company #2:

(Company Name) has the potential to ….

Student’s Picture

Student’s Name: Josh Jones

Associate # 3 (Apple & Home Depot) Justification for top two companies:

Company #1: (Company Name) has the potential to ….

Company #2: (Company Name) has the potential to ….

Student’s Picture

Student’s Name: Sarah Thomas

The Group’s prediction of their portfolio’s performance (capital gains) in the end of the

semester. Provide a monetary prediction and percentage gain.

Example Group Portfolio Prediction:

Brokerage’s Initial Investment: $40,000Projected Monetary Gain: $4,000 Projected Percentage Gain: 10%