![Page 1: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/1.jpg)
Stock Portfolio PresentationTemplate
![Page 2: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/2.jpg)
Create a Company Logo (sample below)
![Page 3: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/3.jpg)
Group Name: Money Makers (Create your own Group Name)
Portfolio Manager (Full Name)
Associate # 1 (Full Name) Associate # 2 (Full Name) Associate # 3 (Full Name)
![Page 4: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/4.jpg)
Mission Statement It should be a paragraph stating
is the brokerage’s investment objective. Example:
“Our brokerage's objective is to provide __________. Our
services are the best in the industry because_______. ”
![Page 5: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/5.jpg)
Strategy The brokerage primarily invests
in _________ because __________. We look for
companies that have ____________ and they are well
established in their respective industries.
![Page 6: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/6.jpg)
Investor Profile We work with _______(type of
people that invest in your company) seeking capital appreciation who
can accept the price declines inherent in common stock investing. Our company is
appropriate for__________(i.e., retirement, tax-deferred accounts,
such as IRAs).
![Page 7: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/7.jpg)
Risk/Reward Potential (place a your own graph or picture to
illustrate the risk/reward). Do not use the sample below.
![Page 8: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/8.jpg)
Composition (industries & percentages) Find a graph similar to you stock
portfolio to illustrate the composition of the portfolio.
![Page 9: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/9.jpg)
Justification of Top SelectionsList the names of the best eight (8) stocks in the portfolio. Each group
member will have the following things in their slide:
a. Names of the top two (2) companies from their portfolio. b. The company logos from both companies. c. Student picture (looks professional).d. Justification (one paragraph) - Explain the reason the
companies were selected. Include the upside potential of the companies in the future.
![Page 10: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/10.jpg)
Broker Portfolio Manager (McDonalds & Microsoft)
Justification for top two companies: Company #1:
McDonalds has the potential to …. Company #2:
Microsoft has the potential to ….
Student’s Name: George Smith
Student’s Picture
company logo
![Page 11: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/11.jpg)
Broker Associate # 1 (Toyota & Coke) Justification for top two companies:
Company #1: (Company Name) has the potential to ….
Company #2: (Company Name) has the potential to ….
Student’s Picture
Student’s Name: Patricia Lopez
![Page 12: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/12.jpg)
Associate # 2 (Wells Fargo & Verizon)
Justification for top two companies: Company #1:
(Company Name) has the potential to …. Company #2:
(Company Name) has the potential to ….
Student’s Picture
Student’s Name: Josh Jones
![Page 13: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/13.jpg)
Associate # 3 (Apple & Home Depot) Justification for top two companies:
Company #1: (Company Name) has the potential to ….
Company #2: (Company Name) has the potential to ….
Student’s Picture
Student’s Name: Sarah Thomas
![Page 14: Stock Portfolio Presentation Template. Create a Company Logo (sample below)](https://reader035.vdocuments.us/reader035/viewer/2022062715/56649d9c5503460f94a85977/html5/thumbnails/14.jpg)
The Group’s prediction of their portfolio’s performance (capital gains) in the end of the
semester. Provide a monetary prediction and percentage gain.
Example Group Portfolio Prediction:
Brokerage’s Initial Investment: $40,000Projected Monetary Gain: $4,000 Projected Percentage Gain: 10%