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Investment Presentation

Investment Presentation. Becky Couch Kaitlyn Marley. Asset Allocation. 5 % Cash. 25% Fixed Income. 75% Equity. Asset Allocation. Asset Allocation. 5% Cash Emergencies Expenses 20% Fixed Income Lower risk tolerance 75% Equity Earn higher returns. Sector Selection. Diversify

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Investment Presentation

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  1. Investment Presentation Becky Couch Kaitlyn Marley

  2. Asset Allocation 5% Cash 25% Fixed Income 75% Equity

  3. Asset Allocation Asset Allocation 5% Cash • Emergencies • Expenses 20% Fixed Income • Lower risk tolerance 75% Equity • Earn higher returns

  4. Sector Selection • Diversify • Negative Correlation • Contraction • Defensive Industries • Pharmaceuticals, • Food • Health Care • Necessities • Expansion • Cyclical Industries • Construction • Technology • Consumer Durables • Luxury Items

  5. 52 week range: $39.73 - $56.04 Beta 0.13 P/E Ratio $18.13 Sell off 20 percent Sell when stock reaches $60 $52/share x 150 shares = $7800 $60/share x 150 shares = $9000 $9000 – $7800 = $1200 profit Dollar General

  6. Dollar General vs. S&P 500

  7. 52 week range: $24.12 - $55.16 Beta 0.8 P/E Ratio $30.57 Pharmaceutical sector Sell 1/3 at every $3 increase Consider other stocks during time of expansion $51/share x 300 shares = $15300 $54/share x 100 shares = $5400 $57/share x 100 shares = $5700 $60/share x 100 shares = $6000 ($5400 + $5700 + $6000) - $15300 = $1800 profit Gilead Sciences

  8. Gilead Sciences vs. S&P 500

  9. Derivative Securities Options • Loss is limited to the amount of your premium • Option profits increase with time until expiration. Futures • Hedging • Risk Averse • Eliminate Volatility • Speculation • High Risk Taker • Bet on the Direction of Movements in the Market

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