Team H27832Team H27832

Bryce FlorekChristine GadallaAnas KhanAlex Viera

Using this formula , we found that :

We had a -.89% Change

The Dow had a -5.33% Change

Adjusted Close – First day of week Open Price Week Open

Original PlanOriginal Plan

- Keep $150,000 in cash

- 15% in High Risk, 35% in Mid Risk, 50% in Low Risk

- Plan to sell Hershey after Halloween and Herst after World Series

- High (AIG, Computer Task Group, Rivus Bond Fund, Fidelity Select Natural Gas)

- Mid (Apple, Microsoft, Disney, Herst, Budweiser, Hershey)

- Low (Home Depot, Time Warner, Burger King)

InvestmentsInvestments

AIG - Government Proved they wouldn’t let AIG fail

Apple - Steady technology company

Budweiser- Start of College and Professional football seasons

Burger King- People know to eat fast food consistently

Computer Task Group- Initials of one of our group members

Disney-Generally known to be a solid company financially

Fidelity Select Natural Gas- Due to coming winter season

Hershey- Due to Halloween Season

Herst- Owner of ESPN we invested in them due to World Series and Football Seasons.

Home Depot-Improvement store, expected to steadily rise due to fall projects and home improvement during winter storms.

Microsoft-Technology company producer of the most widely used computer operating system

Rivus Bond Fund- Initials of another team member, and coincidently a safe bond trader.

Time Warner - Widely known media conglomerate

Additional DecisionsAdditional DecisionsSold Bought

HersheyIt was our original plan to sit on Hershey, then sell it after Halloween

More of BUDBUD was doing very well after our initial purchase, so we bought more.

CTGXWe Sold CTGX because it tanked completely, and we tried to cut our losses

Sprint Nextel Corp.We noticed the stock price was increasing, so we decided to buy it. Unfortunately the day we bought it, the prices declined, and it never recovered.

Wal-MartBought this the last week of the simulation. We started thinking about the Thanksgiving and Christmas Holidays, and knew that people would shop at Wal-Marts because of their lower prices on food.

Final PortfolioFinal Portfolio

Market Value: $272,369.75

Available Cash: $223,196.32

Interest Earned on Cash: $613.26

Final Portfolio Value: $495,566.07

What We Would Have Done DifferentlyWhat We Would Have Done Differently

- Would have sold Herst after World Series like we originally intended to.

- Should have never bought Sprint or Wal-Mart that late in the simulation.

- Should have bought more into gun companies after the election.

- Should have bought even more BUD, because it was one of the onlystocks that went UP after the election.

- Should have sold CTGX a lot earlier, because it was one of our worst stocks.

- Should have considered day trading.

- Should have looked more into buying bonds, as the one we bought gave us considerable turnover.

What We LearnedWhat We Learned

- There is NO predicting the Stock Market, no matter how much researchingyou do.

- Should have allocated more money towards our High Risk ventures.

- If investing short term, look into ventures that reflect buying patterns of that time period i.e. candy companies for Halloween.

- You can’t always rely on past market trends. For example buying basedon fifty-two week highs and lows.

- There is a lot of luck involved in the Market. For example, our best investment happened to be the initials of one of our team members, and ourworst investment also happened to be the initials of one of our members.