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Stock Trak Project - Money Team

In: Business and Management

Submitted By brta1900
Words 3822
Pages 16
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Portfolio Composition

The Money Team designed this portfolio September 27th, 2013 with the plan to invest mainly in large cap and high growth U.S equities. All equities were purchased on that date with the intention to hold them until December 6th, 2013. The primary goal of this portfolio was to maximize growth and value of the portfolio through an active investment strategy. This portfolio was concentrated in large cap U.S equities and domestic mutual funds. There was a blend of small cap growth stocks, which were selected based on potential for large growth. This decision was in line with our primary goal of maximizing growth. The portfolio is highly focused in the technology sector in order to capitalize on advance in the short-term. The portfolio is tailored to an investor with high-risk tolerance.

The Money Team held on to its U.S equities throughout the course of the time horizon. The only changes The Money Team made to its portfolio during the time horizon was selling underperforming bonds.

Below is the holding period return data for each of The Money Team’s assets: Company Name | QTY | Currency | Price Paid | Last Price | Profit/Loss (local curr) | P/L % | 3-D Systems Corp (Delaware) | 100 | USD | $55.96 | $75.38 | $1,942.00 | 34.70 | Rite Aid Corp | 1000 | USD | $4.59 | $5.75 | $1,160.00 | 25.27 | Virtus Investment Partners Inc | 100 | USD | $168.00 | $202.04 | $3,404.00 | 20.26 | Nokia Shs Sponsored American Deposit Receipt Repr 1 Sh | 500 | USD | $6.64 | $7.88 | $620.00 | 18.67 | Apple Inc | 300 | USD | $474.81 | $560.02 | $25,563.00 | 17.95 | Boeing Co | 100 | USD | $118.68 | $135.18 | $1,650.00 | 13.90 | Exxon Mobil Corp | 500 | USD | $85.94 | $95.65 | $4,855.00 | 11.30 | Ball Corp | 500 | USD | $45.27 | $50.05 | $2,390.00 | 10.56 | Molson Coors

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