stock portfolio presentation template. create a company logo (sample below)
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Stock Portfolio PresentationTemplate
Create a Company Logo (sample below)
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)
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_______. ”
Strategy The brokerage primarily invests
in _________ because __________. We look for
companies that have ____________ and they are well
established in their respective industries.
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).
Risk/Reward Potential (place a your own graph or picture to
illustrate the risk/reward). Do not use the sample below.
Composition (industries & percentages) Find a graph similar to you stock
portfolio to illustrate the composition of the portfolio.
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.
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
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
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
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
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%