1 / 10

Capital Gain School of Entrepreneurship Bulls Region- High School

Capital Gain School of Entrepreneurship Bulls Region- High School. Kiara Harris Rodney Tate Roy Coleman James Allen Advisor: Mr. Scott Steward. GAME PLAN. Started with $100,000 dollars Spend money on companies we know that would make a profit; companies we trusted

sylvia
Download Presentation

Capital Gain School of Entrepreneurship Bulls Region- High School

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Capital GainSchool of EntrepreneurshipBulls Region- High School Kiara Harris Rodney Tate Roy Coleman James Allen Advisor: Mr. Scott Steward

  2. GAME PLAN • Started with $100,000 dollars • Spend money on companies we know that would make a profit; companies we trusted • Research companies using the Chicago Tribune, Smart Money Magazine, and by watching Mad Money on CNBC

  3. Business Profile • United States Steel (X) - produces integrated steel products in the United States and central Europe. • Crystallex International Corporation (KRY) - engages in the exploration, development, mining, production, and processing of gold primarily in Venezuela.

  4. Business Profile • Services Acquisition Corporation International (SVI) - recently purchased Jaamba Juice. • BlackRock, Inc. (BLK) - operates as an investment management company in the United States. Its products include fixed income, cash management, equity, and alternative investment separate accounts and mutual funds.

  5. Business Profile • Toyota Motor Corporation (TM) TM and its subsidiaries engage in the production of automobiles. • JSC Tatneft (TNT) OAO Tatneft, through its subsidiaries, engages in the exploration, development, production, and marketing of crude oil primarily in the Republic of Tatarstan, Russian Federation.

  6. Business Profile • United Parcel Service Incorporated (UPS) - a package delivery company, providing specialized transportation and logistics services in the United States and internationally.

  7. Account Summary • Cash Balance: ($96,025.19)     • Value of Longs: $231,126.60     • TOTAL EQUITY: $135,101.41       • Value of Shorts: ($569.92)     • Buy Margin Req.: $115,848.26     • Available Equity: $19,253.15       • BUYING POWER: $38,506.30     • Min. Maintenance: $69,508.96     • Interest and Dividends: ($763.77)     • Fees and Commission: ($4,916.95)     • Realized Gains/Loss: ($1,149.51)     • Net Equity Gain: $35,101.41     • Percent Return: 35.10 %   

  8. Gains & Losses • KRY Had A Loss Of 7.3% • X Had A Gain Of 3% • SVI Had A Gain Of 4.8% • TM Had A Gain Of 10.2% • TNT Had A Gain Of 54.4% • BLK Had A Gain Of 24.4% • UPS Had A Gain Of 3.4%

  9. Purchase & Ending PriceFinal Equity: $135,101.41

  10. Thank You To…

More Related