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Fantastic Four Portfolio

Fantastic Four Portfolio. Nicholas Booker 17 Nicholas Call 16 Frances Castillo 18 Fabian Godoy 16. Introduction. Overall Portfolio Approach: Moderate to high risk Bullish view Market Sectors: Pharmaceuticals natural gas oil retail energy. General Market View. Why: Bullish

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Fantastic Four Portfolio

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  1. Fantastic Four Portfolio Nicholas Booker 17 Nicholas Call 16 Frances Castillo 18 Fabian Godoy 16

  2. Introduction • Overall Portfolio Approach: • Moderate to high risk • Bullish view Market • Sectors: • Pharmaceuticals • natural gas • oil • retail • energy

  3. General Market View • Why: • Bullish • We believed that based on how the market ended last week we expected the market to end on an upward curve. • Moderate to High Risk • We decide to take a moderate to high risk approach so we invested in ETF’s like Oil, Natural gas, and Energy. • We considered the Oil to be high risk because of the increase in awareness of global warming and production of non oil running vehicles.

  4. Sector View • Pharmaceuticals • This sector relates to health care in medicine. • Natural gas • This sector is for the advancement and technology of natural resources • Oil • This sector is for crude oil that is used to fuel most machines. • Retail • The retail sector is the sector of sells for all goods. • Energy • The energy sector relates to utilities.

  5. Country View (if applicable) • All US ETF’s • We expected the US market to go up this week.

  6. Specific Portfolio Composition • U.S. Energy Sector • U.S. Healthcare Sector • U.S. Consumer Goods Sector • Nasdaq • U.S. Oil

  7. Profitable Trades • U.S. Consumer Goods Sector(IYK) • U.S. Healthcare Sector(IYH)

  8. Negative Trades • U.S. Energy Sector(IYE) • Nasdaq(QQQQ) • Oil(USO)

  9. Overall portfolio Performance vs. Market Performance Market • Our ETF’s went up and down with the week. • When the ETF’s dropped with the Market they dropped below market value. • The beginning of the week the market started low. • When it increased on Friday our stocks went mostly down with the exception of two stocks that kept us from loosing money.

  10. Closing • We did poorly because we invested against the flow of the main stream economy and invested in what we thought would go up. • You should invest my money with our team as my next wealth manager because we have learned to stick with our initial plans of investment.

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