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Investment Portfolio

Transcript: Toyota Motor Corp. is a Japanese car manufacturer. Bought 2115 shares at $128.06 Ending Price $127.98 -1.14% HPR Pandora is an internet radio service. Bought 2105 shares at $24.17 Bought 10505 shares at $23.79 Sold shares at $23.97 SRE/LNKD/YHOO/TSLA The HPR for the S&P 500 was 5.16% The HPR for our portfolio was 7.08% The Information Ratio for our portfolio using the S&P 500 as the benchmark was 22.07% Time Warner Inc. is a global leader in media and entertainment. Bought 6371 shares at $62.94 Ending Price $67.64 5.19% HPR Our Portfolio Broadcast Corporation 6000 shares purchased at $56.14 ending price was $58.86 Held stock 4.96% HPR Energy company engaged in crude oil refining Held Stock Bought stock at $42.51 Ending price $43.95 6.11% HPR Pandora Media Inc./Applied Materials Inc./SunEdison Inc. Social networking website Purchased 1153 shares for $247.56 and sold all shares for $238.30 a week later Press release indicating that users' personal information was leaked AAPL/DPZ/P/AMAT/SUNE KORS Fashion Designer Held Stock Bought at $74.71 Ending Price $81.10 6.74% HPR Investment Objectives Amber Dominic, Jordyn Torchia, Lauren Davis and Marisa Bianco Manufactures, markets, and designs personal computers, mobile phones, and other personal computing devices. Bought 101 shares at $461.02 Bought 443 shares at $452.88 Ending price was $524.99 HPR is 12.32% The portfolio will provide short term gains in a semi-risky market for a 25 year old individual. The return objective is current income because the adviser is focused on generating income rather than a capital gain due to the short period (9 weeks) of investing. Domino's Pizza Inc. In order to see a high return, we chose to invest in a variety of different markets. We hoped that this would limit our risk because industry trends would not affect all of our investments at once. We also diversified our portfolio by investing in both big and small companies. TWX/TM/M/KSS American manufacturer of electric cars Purchased 1560 shares at $182.30 after I sold LinkedIn Sold all shares for $170.81 after viral video of Tesla car catching on fire was leaked S&P 500 Apple Inc. Holly Frontier Corporation American natural gas company based out of San Diego, California Purchased 3643 shares at $86.10 Held stock Increased to $91.16 HPR 5.08% CBS Applied Materials provides manufacturing equipment, services and software to flat panel display industries. Bought 20482 shares at $17.10 Sold shares at $17.71 HPR is 9.98% CBS/HFC/KORS Macy's Inc. is a multinational company owning several department stores. Bought 4570 shares at $44.92 Sold all shares on 10/24 at $44.57 Bought 4102 shares of Kohl's Corp. stock at $54.75 Ending Price $53.95 2.57% HPR American internet corporation Purchased 9275 shares for $30.40 Held stock Ending value of $35.47 per share HPR 14.68% A pizza delivery company with multiple franchises Bought 764 shares at $66.82 Bought 2273 shares at $65.98 Ending price $68.84 HPR is 3.15% Investment Portfolio Image by goodtextures: http://fav.me/d2he3r8 SunEdison is a business of semiconductor and solar technology. Bought 31859 shares at $11.37 Ending price $13.15

Investment Portfolio

Transcript: *Contact info: Phone-888-776-3637 *Type of investment: Mutual Funds *Risk level: 5 *Expected rate of return: 36.63% *Minimum required investment: $15,000 *Contact info: Phone- 1-877-247-ALLY(2559) *Type of investment: Certificate Deposit *Expected rate of return: 0.95% *Minimum required investment: No minimum investment Aggressive Investment Microsoft Corporation (MSFT) By: Angelica Castro Tovar Investment Portfolio Why? Moderate Investment Why? I primarily choose this company because it was related to oil. Which I feel that it will always be needed for; transportation, plastics, fertilizer etc, no matter if it is high price people will buy it. What also motivated me was seeing that the company had more up performances than down performances. Even though the required investment is pretty high, the rate of return is not as low. Why? ProFunds Oil Equipment Svc & Dist Inv I found Ally Bank to be an unique investment for a Certificate Deposit because the bank is online and it is an easy way to access if you are on a trip far away from home. Also by knowing that I was not obligated to put a certain minimum investment, unlike other banks that obligate you to put a specific number of money in the bank. What also helped was knowing that the bank was available 24/7. I chose to investment in Microsoft because how popular their label is and now they are expanding more than they were before, with all of the new technology there is now. Even though, they have had some down performances, its good to know that with all of their years of having the company they know what works and what doesn't. *Contact info: Phone- 425-882-8080 *Type of investment: Stocks *Risk level: 5 *Expected rate of return: 27.33% *Minimum required investment: $5,000 Ally Bank Conservative Investment

Investment Portfolio

Transcript: 2. Technical Analysis Overview Summary 1. Fundamental Analysis Team: No Warren Buffet Buy Apple Inc. (AAPL) Short EUR/USD Futures IPO: Alibaba (BABA) Result: The deal didn’t go through, no significant change on stock prices Great event risk for merger arbitrage 5. Anomalies 279 trades Portfolio Return: 2.00% Sharpe ratio: 0.53 Alpha: 4.50% Beta: 1.44 Merger Arbitrage 3. Event Deals Long/Short: AAPL & Samsung Group Strategy: Oil Speculation Sharpe Ratio Comparison 4. Relative Investments Healthcare, IT, telecommunication, consumer staples, energy, utilities and services North America and Asia Market Timing Strategies Learned in Class Only Work Case by Case Risk Aversion Should Weigh More than Return Generations Buy Southwest Airlines (LUV) Fed Quitting QE Diversification Investment Portfolio Presentation December 3, 2014 Individual Strategies vs. Group Strategies Long Seller (Ebay) Short bidder (Alibaba) 6. Futures Short T-bonds Short Commodities Holiday Effects Buy Additional BABA before “11.11” Holiday Buy Bestbuy (BBY) and Expedia (EXPE) before Thanksgiving January Effects Buy major retailers - Costco (COST) and Dollarama (DOL.TO) Buy durable goods retailers - Nautilus (NLS) Team Members: Chun Hung Kwan Yifei Liu Yu Sun Yini Wu Yiran Zhu

Investment Portfolio

Transcript: Investment Objectives: •Through investing in a diversified portfolio of about 5-7 different companies, we are looking to increase our cash return of about 5%. This will be accomplished through using a multi-sector strategy in different types of markets. Portfolio Constraints: The portfolio is looking to see short term gain while maintain stability within a few stocks over the course of the month of April. Beginning April 8th 2010 Available Capital: $1,000,000 Number Security Action Price Total 5800 Las Vegas Sands BUY $24.59 ($142,622) 4800 Unilever BUY $30.02 ($144,096) 32000 Citigroup BUY $4.47 ($143,040) 3400 Nordstrom BUY $41.47 ($140,998) 4000 Walt Disney Corporation BUY $35.74 ($142,960) 2800 Anheuser Busch BUY $51.18 ($143,304) 13400 Micron Technology BUY $10.64 ($142,576) TOTAL SPENT ($999,596) Remaining Capital $404 Closing Friday April 30, 2010 Security Price Shares Action Total Las Vegas Sands $24.86 5000 SELL $124,300 Unilever $30.26 4800 SELL $145248 Citigroup $4.37 32000 SELL $139840 Nordstrom $41.33 7900 SELL $326507 Walt Disney Corporation $36.84 6600 SELL $243144 Anheuser Busch $48.45 00 Micron Technology $10.35 00 Total $979,039 Final Return $979,079 Beginning Investment $999,596 Ending Investment $979,079 Total Loss $20,517 What we could have done better: Invest in stocks with higher betas (higher risk = higher return) More initial research Checked stock prices more often Taken advantage of increased prices Investment Portfolio Maria Gardell and Brian Stoddard

Investment Portfolio Presentation

Transcript: I invested in FedEx because my aunt works there and she said they had made some changes, so the stock should go up. It's kind of like insider trading, but it didn't work out. I invested in Starbucks because it gave me an excuse to go buy a coffee. WHAT I INVESTED IN: - I learned that you need to calculate risk before you invest. - A month is really short. - I'm going to invest in secure mutual funds over a LONG period of time. - And it's a good thing it wasn't real money. What I learned: I invested in casinos because I keep hearing on the radio that lots of people are addicted to gambling Vail Resorts - 8 stocks Exxon mobile - 28 stocks Vanguard Money Market Fund - 673 Starbucks - 20 stocks Gaming and Leisure Properties - 50 stocks FedEx - 10 stocks Final Ratings I invested in resorts because I was thinking about vacations and we spend alot of money when we go on vacation, so they should be making money. Investment Portfolio Presentation I invested in Exxon because I think overtime it will go back up.

Portfolio Investment Presentation

Transcript: ZhaoGroup2 Lessons Learned Chevron Corp (CVX) Murphy Oil (MUR) Freeport McMoran (FCX) Continued improvement in US economy Weak foreign economic growth Momentum in Chinese economy Ultimately stagnated global economic growth Key Sector Decisions Financials Citigroup (C) JP Morgan Chase & Co (JPM) American Tower (AMT) Industrials Strong Buy by S&P 500 Beta = 1.36 Strong sequential loan growth in the 4th quarter of 2012 rebound in investment banking Potential problems: LIBOR scandal, mortgage-backed securities very strong buy according to S&P beta = 0.8 high dividend rate Asset Allocation Employment Cost Index: Compensation rose 1.9%,Wages & Salaries rose 1.7%, Benefit Cost rose 2.5% in 2012 90% of funds vested in equities Equities split into 3 outperforming sectors 2% S&P 500 ETF to mark progress 5% cash to maintain liquidity needs No bonds, due to low interest rates buy by S&P 500 beta = 1.91 P/E =9.4 Emerging markets and replacing systems in developed markets increased profits after 2009 Although this stock dropped after our initial purchase we believe that it will make a recovery after this short downturn we maintain a positive view of its expansion efforts Diversifying into oil & gas might hurt it and the debt that they would have to use to finance the merger would hurt earnings Oil, gas, copper, gold too closely related, and economic downturn (global business conditions) would magnify. Therefore we determined to sell this company. very strong buy according to S&P beta = 0.8 high dividend rate a+ quality rating according to S&P Employment Situation: Unemployment Rate decreased slightly to 7.6% in March Benchmark S&P 500 Exceed market return by 1% Expected portfolio return of 11% Chevron Corp Purchased VOO in order to lower our portfolio beta and mimic the market more closely Sold FCX based on company evaluation Decided not to purchase bonds due to current interest rate and Quantitative Easing Consumer Price Index: decreased 0.2% in March Materials Monitor Portfolio Beta: 1 < beta < 1.5 Sell lower beta stocks and very high beta stocks Outpace market on an annual basis: Return > 10% Desire Approximately 11% Monitoring and Rebalancing S&P 500 rated Strong Buy High Beta to match our expected returns Strong fourth quarter results 3.3% increase in revenues from previous year “The company estimates that it’s tear I Capital Ratio, if Basel III were currently effective, would be 8.7% above peers.” - S&P 500 NetAdvantage Chevron Corp Economic Indicator Analysis JPMorgan Chase & Co Citigroup JOY Global Inc Deere & Company Return Objectives Individual Security Selection Energy Financials Industrials Materials Low beta (0.51) to offset the high beta of C S&P called them the “market leader in wireless tower industry” continuously purchasing towers which helps economies of scale expanding internationally into emerging markets Energy Mutual Fund Rated a buy by S&P beta = 1.58 P/E = 10.1 S&P recently increased rating from hold to buy Sharp downturn in business during 2008-2009 but current growth led us to believe that this company would follow suit with the recovering economy Caterpillar Continued Portfolio Monitoring Murphy Oil Risk Objectives SeekingAlpha Portfolio Rebalancing Decisions Freeport-McMoran Copper and Gold, Inc. Deere and CO (DE) Caterpillar (CAT) JOY Global Inc (JOY) GDP Growth increased 0.4% in 4Q2012 Sector Rotation Analysis Needed to take a more active approach When the market is outperforming, simulate the market rather than trying to beat it. Sector Rotation strategy not as effective In long term, we still expect that each of our picks would eventually be winners Laura Peterson Dalton Easterwood Lauren Stevenson Hengqing Zhu Total Portfolio Rated a buy by the S&P 500 Beta = 2.14 P/E = 8.4 “current soft patch” that will lead to a turnaround given current economic conditions We were afraid to cut our losses, hoping that it would turn around based on the S&P 500 projections. In the long term we still expect this company to be a winner. In our monitoring/rebalancing, we reviewed the stock we felt that it was undervalued and still believe that it will turn around. Capital Market Expectations Pension Fund Objectives P/E = 6.6 largest copper producer and the major producer of gold and molybdenum rated a sell by S&P 500 because they feel it is overvalued, historically low valuation in 2013 due to its planned merger with PXP and MMR. American Tower Maintain a beta of greater than 1, but less than 1.5 Standard deviation less than15%; maximum acceptable loss is 19%. beta = 1.22 P/E = 11.8 Hold rating by the S&P 500 growth Capital Market Expectations

Investment Portfolio Presentation

Transcript: There are the 5 companies that I have invested. 1.Conagra Foods 2.McDonald's Corp 3.Frod Motor 4.Apple Inc 5.Starbucks Corp Click anywhere & add an idea

Investment Portfolio

Transcript: Callaway Golf (ELY) $5000 in Callaway Golf $4000 in Ralph Lauren $1000 in General Motors GM $13.14 ELY $0.46 Dividend Discount Model General Motors (GM) Final Thoughts Investment Portfolio Is the Market Efficient? Overconfidence and Behavioral Finance Expected Market Return 7% Risk Free Rate 4% Sept. 26- $33.17 Nov. 21 - $32.13 30 Shares $31.20 Loss -4.04% Total Porfolo Gains Ralph Lauren (RL) My Choices RL $222 Sept. 26- $7.33 Nov. 21 - $7.45 Dividend $0.01 686 Shares $89.18 return 1.77% Sept. 26- $165.64 Nov. 21 - $180.05 24 Shares $345.84 return 8.7%

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