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Winning
Aaron Lieske, Kyle Yancik, Steven Orsi
Our Strategy
-At first
-Large companies
-low risk low gains
-realized quickly this strategy was not competitive
-looked at the economy as a whole and began to reform our
strategy
Mid strategy
-We changed our strategy to make it more flexible
-increased risk
-risk tolerance increased to moderate
-Began shorting companies
-VRX was the first big success $26,050 in returns
-Moved our strategy to a Top-Down approach
-looked at the economy as a whole and subdivided it into
industries
Final strategy
Saw some up and downs with high risk tolerance strategy
Took a large loss on IBB
Portfolio Overview
Holdings
Industry
Company
%owned
Aerospace/defense
0.95%
Aerospace/defense
6.89%
agriculture
Bunge
5.41%
Auto manufacturing
3.95%
Auto manufacturing
1.19%
Amazon
5.93%
CATV systems
Netflix
0.98%
Diversified Machinery
Cummins
1.06%
Drug Delievery
Valeant Pharmaceuticals
4.45%
Cont.
Industry
Company
%owned
Caterpillar
0.34%
Financial
0.50%
Health
14.25%
Health
13.75%
Health
2.63%
Home improvement
Home Depot
1.43%
Home improvement
Lowes
0.82%
1.23%
Iron Ore
0.90%
Cont.
Industry
Company
%owned
Personal products
Herbalife
2.86%
restaurants
Dominos Pizza
5.78%
Specialty Eateries
Panera Bread
4.54%
Technology
4.33%
Technology
Tableau Software
0.21%
Technology
Technology
Avid Technology
0.23%
transportation
Southwest Airlines
1.06%
transportation
American Airlines
1.08%
transportation
Delta Airlines
1.27%
transportation
Jet Blue
0.58%
11.42%
Portfolio Beta
The Beta of a stock is something that helps investors to better understand the risk that
they are taking on by investing in stocks.
Valeant Pharmaceuticals
Cummins
Herbalife
Symbo
l
% Assets
Amgen Inc.
AMGN
8.24
GILD
8.23
Biogen Inc.
BIIB
7.84
Celgene Corporation
CELG
7.76
Regeneron Pharmaceuticals,
Inc.
REGN
7.05
Illumina, Inc.
ILMN
4.22
Mylan N.V.
MYL
4.02
ALXN
3.86
Vertex Pharmaceuticals
Incorpor
VRTX
3.63
Incyte Corporation
INCY
2.76
Honda
Market Cap
P/E Ratio
7.74
10.55
Beta
.591013
1.08713
EPS
13.14
2.56
Bought
$108.47
$27.67
Sold
$100.66
$26.40
# Shares
3400
4000
Profit
156.29B
-$26,554
48.96B
-$5,080
Market Cap
85.91B
P/E Ratio
17.43
Beta
EPS
Sold Short
$128.59
Covered Short
$127.88
# Shares
5000
Profit
$5,350
1.28465
7.44
Lowes
Market Cap
P/E Ratio
24.65
27.63
Beta
.990855
1.11327
EPS
5.46
2.73
Bought
$133.65
$76.18
Sold
$133.62
$75.03
# Shares
1000
1000
Profit
168.45B
-$30.00
67.70B
-$1,150
S&P 500
-A conglomerate of 500 different companies
-all with varying Liquidity and Market sizes
-Made up of companies from different industries
-Our portfolios performance was benchmarked on the S&P
500:
-the following Graph shows our performance compared
to the S&P 500
-over a 4 week period
SWOT Analysis
Strengths- First we are very well diversified investing in
many different types of industries. We also like to mix our
portfolio with risky and less risky stocks to insure that we
are still playing it safe just with an added chance to make a
large return on investment.
Cont.
Opportunities- Some opportunities we had were missed
during our game. Several times we could have easily made
more money on stocks if we had just trusted our strategy
and stuck with it even though the market was sinking.
Portfolio performance
Blue: S&P 500
Red: Portfolio
Return on Portfolio
Total return on our portfolio was $65,821 and $65,241 after
commission over 5.2 holding periods
That is a 2.19% return and 2.17% after commission
The chart below explains the 1,3, and 5 year return with and
without commission