Nicholas Booker 17Nicholas Call 16

Frances Castillo 18Fabian Godoy 16

IntroductionOverall Portfolio Approach:

Moderate to high riskBullish view MarketSectors:

Pharmaceuticals natural gas oil retail energy

General Market ViewWhy:Bullish

We believed that based on how the market ended last week we expected the market to end on an upward curve.

Moderate to High Risk We decide to take a moderate to high risk approach so we

invested in ETF’s like Oil, Natural gas, and Energy. We considered the Oil to be high risk because of the increase

in awareness of global warming and production of non oil running vehicles.

Sector ViewPharmaceuticalsThis sector relates to

health care in medicine.

Natural gasThis sector is for the

advancement and technology of natural resources

OilThis sector is for crude oil

that is used to fuel most machines.

RetailThe retail sector is the

sector of sells for all goods.

EnergyThe energy sector relates

to utilities.

Country View (if applicable)All US ETF’s

We expected the US market to go up this week.

Specific Portfolio CompositionU.S. Energy SectorU.S. Healthcare SectorU.S. Consumer Goods SectorNasdaqU.S. Oil

Profitable TradesU.S. Consumer Goods Sector(IYK)

U.S. Healthcare Sector(IYH)

Negative TradesU.S. Energy Sector(IYE)

Nasdaq(QQQQ)

Oil(USO)

Overall portfolio Performance vs. MarketPerformance MarketOur ETF’s went up and

down with the week.When the ETF’s dropped

with the Market they dropped below market value.

The beginning of the week the market started low.

When it increased on Friday our stocks went mostly down with the exception of two stocks that kept us from loosing money.

ClosingWe did poorly because we invested against the

flow of the main stream economy and invested in what we thought would go up.

You should invest my money with our team as my next wealth manager because we have learned to stick with our initial plans of investment.