Bona Fide Investments

Joel Gembala, Miguel Padilla, Gustavo Rivera-Aldana, Andrea Tecson172A, Sec 01

Decision Process❖ Week 1:

➢ Highest weighted sectors in the S&P 500

➢ Technology, Financials, Health Care, Consumer

Discretionary, Energy.

❖ Week 2 - 10

➢ Intuitive process based on information in the news.

❖ Week 11 - 12

➢ Dow Jones Industrial Average based on the winner of

the election.

Tools Used ❖ Yahoo Finance

❖ MarketWatch

❖ Fidelity

❖ Bloomberg Lab

❖ Other Sources

➢ News, Media, Articles

❖ Resistance Levels

Security StocksInitial Portfolio

❖ Apple (20.39%)

❖ Sherwin Williams (16.90%)

❖ JP Morgan (20.43%)

❖ Cimarex Energy Co (20.08%)

❖ Johnson and Johnson (21.04%)

❖ Smith and Wesson (1%)

❖ Cash (.07%)

Week 3

Week 4

Week 5❖ Most Beneficial ROR

➢ TSLA

❖ Invested in Oil

➢ XOM

➢ PG

❖ Shorted

➢ GS

Week 6

Week 7

Week 8

❖ Purchased 300 shares of

Netflix

➢ ROR 20%

➢ Approx return of $4,700

Week 9

Week 10

Week 11

Week 12❖ Chevron Corporation

➢ 8.26%

❖ General Electric

➢ 12.28%

❖ Goldman Sachs

➢ 31.71%

❖ Lockheed Martin Corporation

➢ 26.41%

❖ Morgan Stanley

➢ 12.14%

❖ Cash

➢ 9.19%

Highest Performing StocksGS - 5313.50

NFLX - 3900

TSLA - 2301.30

MS - 1884

FB - (2893)

BABA - (1329)

XEC - (1126.50)

PLT - (844)

Lowest Performing Stocks

Conclusion❖ Initial strategy did not work.

❖ We adapted quickly in week two

➢ Began selling underperforming stock such as XEC and WMT

➢ Began buying stocks in the news with good prospects such as AAPL and TSLA

➢ Payed attention to earnings announcements and reacted quickly

❖ Presidential Election

➢ Waited and moved on our assumptions to take advantage of momentum

❖ We started slow, but by changing our strategy we were able to advance from 11th place to 1’st place in the MarketWatch Game.

It’s better to be lucky than smart, but it’s best if you’re both.

Referenceshttp://www.bloomberg.com/

https://www.fidelity.com/

http://finance.yahoo.com/

http://www.marketwatch.com/game/bus-172a-fall-2016-sec1

http://www.wsj.com/