Presentation

Thinking on your feet and doing presentations are a part of life in business. Now that you have your stock portfolio built, it's time to do some explaining.

 In today's class you'll need to justify each of your picks before the class in a short presentation. Use your previous work to explain what a good stock portfolio is and how you used these principles to build your portfolio. Demonstrate your analytical skills by telling the class why you believe your picks will grow in value. Be prepared for questions from the audience! Your conference shouldn't take more than 10 minutes.

Good luck!

Sector Analysis

Building a stock portfolio involves more than just picking a bunch of random stocks of companies that you might like. It involves analyzing industries or "sectors." These are simply companies which are involved in the same type of business. The major sectors include the following 9 sectors:

1. Technology (XLK)

2. Industrials (XLI)

3. Consumer Discretionary (XLY)

4. Materials (XLB)

5. Energy (XLE)

6. Consumer Staples (XLP)

7. Health Care (XLV)

8. Utilities (XLU)

9. Financial (XLF)

Now you need to do a little research on each sector. You'll want to make sure that you don't own an more than one stock in each sector. So you'll want to own the most profitable sectors and the best company in the best sector.

Read about the Five Competitive Forces that affect each industry.

Research the following six sectors using the following resources:

Oil and Gas
Retail
Healthcare/ Biotech
Technology / Internet 
Industrials
Entertainment


Assignment:

Write an analysis of each industry using the five competitive forces model.

Work with one other classmate to research and write this paper. You must write 2-3 sentences summarizing all five points of the sector. Submit an industry analysis by creating an analysis paper in your Portfolio Project folder. Name your file by the Industry Title, and the last names of you and your classmate. Turn in by the end of class.

Business news this week...

http://fortune.com/retail/dollar-housing-five-things/

CNBC's Mad Money

DECA

If you are interested in DECA, we'll be having an organizational meeting on Monday in Ms. Davis' room.

Creating a stock portfolio

Now that you understand a little about stocks, it's not time to put together a portfolio. Research five stocks that you'd like to invest in using Yahoo Finance or any other resource you like. Open an account on the Money.CNN web site. Select 5 stocks and "invest" a total of $1000 in your portfolio. Allocate no more than $200 per stock. 

Now, how do I pick stocks? Here's a quick primer from the Money.CNN web site. Note the growth rate of the stock as well as the PE ratio. This will tell you whether a stock is overpriced or  bargain.

Read these links on building a portfolio.

Jim Cramer
Money.CNN.com


Assignment:

Create and share a folder on your Google Drive called Stock Portfolio Project. Create a Google Doc called Five Elements. List the elements of a good stock portfolio. Write 2-3 sentences explaining each element in your own words. Submit it by the end of class for credit.

Test Link

Here is the link to your test answer sheet. You'll be provided a question sheet when you arrive. There are 4 versions of the test and each version has different questions. Please put your test letter (A, B, C, or D) in the appropriate space on the form. Good luck!

https://docs.google.com/forms/d/1z7XMQJs_vSRBzvfR5_XtB8lqqIqQ2I0axAUpXl6tTQI/viewform?usp=send_form