FTS Trading Presentation

FTS Trading Presentation - • Weighted Average Stock Price...

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Click to edit Master subtitle style 7/26/11 FTS TRADING CASE STRATEGY BRYAN W. REDD
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7/26/11 Strategic Rules 1. Do not invest in any company with which I did not understand their business, the external factors that could potentially affect the company’s stock, and the ways in which they derive their profits. 2. Do not use any investment techniques I did not fully understand and feel completely comfortable with 3. I wanted to find a solid group of 3-5 stocks I felt extremely comfortable with that I would buy on the first day and hold
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7/26/11 Buy and Hold Stock Selections WALT DISNEY BANK OF AMERICA COCA-COLA
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7/26/11 WALT DISNEY STATISTICS $ Return = $69,546.06
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Unformatted text preview: • Weighted Average Stock Price = $30.46 • Number of Shares = 11,929 • % of Portfolio = 39.58% 7/26/11 BANK OF AMERICA STATISTICS $ Return = $14,390.60 Weighted Stock Price = $16.05 Number of Shares = 8,318 % of Portfolio = 13.52% 7/26/11 COCA-COLA STATISTICS $ Return = ($136.50) Weighted Stock Price = $53.50 Number of Shares = 975 % of Portfolio = 4.76% 7/26/11 ENDING PORTFOLIO STATISTICS % Return =9.39% Cash on Hand = $461,045.25 7/26/11 WHAT I WOULD HAVE DONE DIFFERENTLY 1. INVEST MORE IN DISNEY AT THE BEGINNING 2. START SHORT SELLING BEFORE HALFWAY THROUGH THE CASE 3. KEPT MY CASH ON HAND REQUIREMENT AT 100K...
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This note was uploaded on 07/26/2011 for the course FIN 4133 taught by Professor Hearth during the Spring '11 term at Arkansas.

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FTS Trading Presentation - • Weighted Average Stock Price...

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