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Stock Portfolio

Stock Portfolio . Max Yasunaga Business & Management. Stock Portfolio . Client Profile. Image 1. Age: 36 Children: 2 (7years old and 8 years old) Income: USD$80,000 Ideal Investment Strategy: Safe

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Stock Portfolio

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  1. Stock Portfolio Max Yasunaga Business & Management

  2. Stock Portfolio Client Profile Image 1 Age: 36 Children: 2 (7years old and 8 years old) Income: USD$80,000 Ideal Investment Strategy: Safe To see the real value of his money increase through stocks since banks pay little to know interest. Purpose: Save up for his children’s college tuition.

  3. Stock Portfolio Strategy: Safe Budget: USD$50,000 Criteria: Stock that moves with the market Large companies Removes diversifiable risk No frauds Not overbought or oversold Affordable Profitable

  4. Stock Portfolio Stock 1:Toyota Motors (TM) Stock 2:Yum (YUM) Current Stock Price: 71.43 Beta: 0.53 P/E: 23.32 EPS: 3.06 Current Stock Price:125.34 Beta: 0.69 P/E: 12.66 EPS: 9.90 Stock 4: 3M (MMM) Stock 3:Johnson & Johnson (JNJ) Current Stock Price:118.69 Beta: 1.08 P/E: 18.58 EPS: 6.39 Current Stock Price:86.59 Beta: 0.50 P/E: 19.22 EPS: 4.51 Stock 5: Microsoft (MSFT) Stock 6: Ebay (EBAY) Current Stock Price: 33.30 Beta: 0.80 P/E: 12.91 EPS: 2.58 Current Stock Price: 54.57 Beta: 0.98 P/E: 26.88 EPS: 2.03

  5. Stock Portfolio Strategy: Safe Budget: USD$50,000 Criteria: Yes Yes Yes Yes No. 3/6 No. 4/6 No. 2/6

  6. Stock Portfolio 66 stocks Stock 1:Toyota Motors (TM) Stock 2:Yum (YUM) 116 stocks Stock 3:Johnson & Johnson (JNJ) 96 stocks 70 stocks Stock 4: 3M (MMM) Stock 5: Microsoft (MSFT) 250 stocks Stock 6: Ebay (EBAY) 152 stocks Stocks are diversified, including the automobile, foods, healthcare, technology, and retail industries. Most criterion are met for a relatively low risk but safe investment strategy.

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