What email address or phone number would you like to use to sign in to Docs.com?
If you already have an account that you use with Office or other Microsoft services, enter it here.
Or sign in with:
Signing in allows you to download and like content, and it provides the authors analytical data about your interactions with their content.
Embed code for: SCCP Presentation
Select a size
SCCP Stock Portfolio Presentation
By: Carter Schmidt
Comparing stock market crashes
To complete my product I was investing and tracking daily on the market
Career link and my facilitator
Interested in becoming a certified financial advisor. Invest peoples money and grow their wealth.
Shawn Meade- Partner and Wealth Manager at Redwood
Started accounting in high school
Graduated from the Ohio State University with a major in accounting.
Worked in Atlanta as an auditor and later became a certified financial planner.
Enrolled in Georgia State’s master’s program for financial planning and later founded Redwood Wealth Management.
Manages 20+ clients with a minimum investment of 1 million.
Stock portfolio- grouping of assets and their funds.
9 weeks with two comparisons
Explain portfolio summary components
What should I invest in? Stocks or mutual funds.
Mutual funds- investors pool their resources together to invest in diverse assets. more diverse less control (Redwood POV)
Individual stocks- have high risk/reward and you have more control. Immediate results.
Which index do I use?
Index- value of a section of the stock market
Most known: What you will see on TV
DJIA – top 30
NASDAQ – mainly technology
S&P 500 – diverse and big (500 most widely traded American companies)
Redwood uses world market index. More accurate
When to compare my portfolio to an index?
Usually quarterly to avoid influence
Goal is to beat the index you are comparing too
Conduct a simulation
Start investment with $500,000
Research stocks and buy shares
Individual Stock Summary
Mobile app provides quick and easy access
View total and daily gains instantly
Fourth step. My Stock picks
Very diversified to avoid big lose, browsed list of 500 and viewed each stock. Some picks based on popularity(Shawn’s tip- invest in what you are interested in)
Industries- BA & AYI
Health care- MDT & JNJ
Information technology (application of computers to store, study, retrieve, transmit and manipulate data)- IBM & ATVI
Consumer discretionary (desirable non-essential goods and services)- UAA & AMZN
Utilities- NEE & ED
Financials- SPGI & BLK
Materials- DD & IP
Consumer staples (essentials)- GIS & PG
Real estate- 0 & MAA
Energy- NBL & EQT
Everything documented. Didn’t use excel
Shares and total investment per stock
4 week update.
Prices and gains since start.
S&P 500 gain from start.
Missed my planned windows for comparison so had to problem solve.
Percent gain/loss = (x-y)/y
Portfolio value after 4 weeks.
Individual stock prices
S&P 500: 3.28%
SCCP Portfolio: 4.27%
Stock prices and percent gain/loss after 8 weeks. S&P 500 percent gain from start.
8 week update.
S&P 500: 2.93%
SCCP Portfolio: 4.72%
Successful in beating S&P 500 index
Keeping or selling & the rule of 72
Dividends or capital gain?
Dividends are assets paid out of profits to stockholders. Quarterly(earnings), annualized 20 cents per share
Capital gain is sale profit
The rule of 72 states to double your investment divide your annual return rate into 72.
72/5 = 14.4
14.4 years to make $500,000
28.8 to make $1,000,000
Without any further investment
Learning Stretch. Everything
Market influence knowledge (presidential, holidays, quarterly earnings)
Problem solving- computation
Time management- daily check ups
Interpersonal skills- met multiple times with facilitator in a professional business setting.
Enjoyed completing product
Developed interest in economics and financials
Financial advisor became my secondary plan to engineering (GCSU program)
Discussed additional education with Shawn and If pursued I would follow similar career path