Slide: I Need 3 Tomorrow's Presentation Date Thursday 127

15 Slide But I Need 3 Tomorrow1presentationa Date Thursday 127

Each group will create an 8-minute PowerPoint presentation, covering specified investment topics, to be presented on Thursday, 12/7. All group members will participate. The presentation must include at least 18 slides covering portfolio performance, individual securities (stocks, funds, ETFs, closed-end funds, options), successful and unsuccessful trades with reasons, lessons learned, and sources of information. A printed version of the slides (two slides per page) is required and due at the start of class, and the digital PPT file should be submitted on Canvas before the presentation.

The slides should detail your investment strategy, including diversification across domestic and foreign securities, justification of trades based on multiple sources, and lessons from investing experiences. Emphasis is placed on providing a professional justification for trades, using diverse securities, and analyzing past performance over one, three, and five years. Maintain a transaction log explaining buy/sell reasons. Funds should be well-diversified, especially mutual funds, preferably no-load, with careful selection based on historical performance.

Sources of information include StockTrak, Wall Street Journal, Barron’s, Yahoo Finance, Morningstar, among others. The presentation should demonstrate application of concepts learned in class and research strategies to justify investment decisions.

Paper For Above instruction

The assignment involves preparing and delivering a comprehensive investment portfolio presentation in PowerPoint format, focused on a diverse array of securities. This task emphasizes not only the analysis of different asset classes but also the detailed justification of trades based on credible information sources. The deadline is set for Thursday, December 7, requiring the presentation to last exactly 8 minutes, with all group members participating actively.

The scope of the presentation is broad, requiring at least 18 slides that adequately cover multiple facets of the investment process. These include a class title, project title, and team members’ names; portfolio performance in comparison with the S&P 500 index; and detailed lists and analyses of stocks, funds, ETFs, closed-end funds, and options held within the portfolio. For each security type, students must identify at least five holdings, ensuring diversity by including at least one stock from the Dow Jones Industrial Average, one from the S&P 500, one from the S&P MidCap 400, and one from the S&P SmallCap 600.

Each security should be analyzed for its most and least successful trades, with reasons provided for each. This analysis helps illuminate the decision-making process and investment philosophy, borrowing heavily from past performance reviews over one, three, and five-year horizons. Lessons learned from each asset class should be distilled, emphasizing strategies applicable to future investments.

Particular attention should be paid to mutual funds, with the recommendation to select at least five, focusing on no-load options, and ensuring they are well-diversified. Performance over specific periods is crucial to justify fund selection. Students should maintain a log of transactions, detailing reasons for each buy or sell decision, which demonstrates the research and strategic reasoning behind portfolio adjustments. Although frequent stock trading is permitted, caution against excessive or very infrequent trades is advised, underscoring the importance of balanced, strategic investments.

The project demands the integration of multiple reputable sources, including StockTrak, financial newspapers, websites, and industry analysts, to underpin trade decisions with credible data and analysis. Applying concepts learned in class, students are expected to present a professional and well-reasoned investment case, showcasing critical thinking, research competence, and strategic portfolio management skills.

References

  • Fama, E. F., & French, K. R. (2010). Luck versus Skill in the Cross-Section of Stock Returns. Journal of Finance, 65(5), 1915–1947.
  • Morningstar. (2023). Mutual Fund & ETF Screener. https://www.morningstar.com/
  • Yen, F. (2018). Diversification Strategies for Stock Portfolios. Journal of Portfolio Management, 44(4), 77–89.
  • Shleifer, A., & Vishny, R. W. (1997). The Limits of Arbitrage. The Journal of Finance, 52(1), 35–55.
  • Siegel, J. J. (2014). Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. McGraw-Hill.
  • Wall Street Journal. (2023). Market Data and Analysis. https://www.wsj.com/
  • Williams, J. (2013). The Intelligent Investor. HarperCollins.
  • Yahoo Finance. (2023). Stock Market Data. https://finance.yahoo.com/
  • Baron’s. (2023). Investment and Market News. https://www.barrons.com/
  • Martin, G. (2015). Active vs. Passive Investing: What Works Best? Financial Analysts Journal, 71(2), 49–59.

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