SMS Team Name

1
SMS Team Name

• Members

2
Setup Account

• Go to http//investsmart.coe.uga.edu/C001759/
• and create an account, log in, and
• click Join a Class
• Class Name PS1 (if period 1) or PS2 (period 2)
• Password stats

3
Resources

• Fundamental Learn how to value a company just
  like the professionals
• Smart Money SnapshotComprehensive Screening
• Technical Analysis Demystify this powerful
  trading tool use it to your advantage Prophet
  Finance Clear Station
• Sentiment Benefit from the actions of
  institutional money managers IINSTITUTIONAL
  ACTIVITY - Market Overview Company
  SpecificANALYST RATINGS - Summary In
  DepthInsider TradingMap of The Markets
• News Develop a plan to capitalize on an upcoming
  earnings announcement COMPANY SPECIFIC -
  Historical Pending Earnings CalendarBY
  CATEGORY - Global Domestic Politics Markets
  Economy Learn how to benefit from data found in
  key economic reports Smart Money EconomyEconomic
  Calendar Federal Reserve
• Outlook Be confident and make informed
  investment decisions Spread Trader Matrix
• Quotes Learn what it takes to become a STAR
  Trader StocksOptions

4
Investment Approach

• Pick one or modify it to your own choosing
• Income/Growth Division 50 stocks and 50 bonds
• Growth Division 65 stocks and 35 bonds
• Aggressive Division 80 stocks and 20 bonds
• How did you decide on this approach?

5
Stocks

• Pick at least 5 stocks to invest in
• List your company stock names and ticker symbols

6
Stock 1

• Paste a graph of the 1 year history of the stock
• State why you chose this stock
• How many shares did you buy of this stock?
• How much did you spend on this stock?
• For example, 100 shares _at_ 50 5000

7
Stock 2

• Paste a graph of the 1 year history of the stock
• State why you chose this stock
• How many shares did you buy of this stock?
• How much did you spend on this stock?
• For example, 100 shares _at_ 50 5000

8
Stock 3

• Paste a graph of the 1 year history of the stock
• State why you chose this stock
• How many shares did you buy of this stock?
• How much did you spend on this stock?
• For example, 100 shares _at_ 50 5000

9
Stock 4

• Paste a graph of the 1 year history of the stock
• State why you chose this stock
• How many shares did you buy of this stock?
• How much did you spend on this stock?
• For example, 100 shares _at_ 50 5000

10
Stock 5

• Paste a graph of the 1 year history of the stock
• State why you chose this stock
• How many shares did you buy of this stock?
• How much did you spend on this stock?
• For example, 100 shares _at_ 50 5000

11
Bonds

• Pick at least 1 bond to invest in
• List your company bond name and ticker symbol

12
Bond 1

• Paste a graph of the 1 year history of the bond
• State why you chose this bond
• How many shares did you buy of this bond?
• How much did you spend on this bond?
• For example, 100 shares _at_ 50 5000

13
Optional Mutual Funds

• Paste a graph of the 1 year history of the mutual
  fund
• State why you chose this mutual fund
• How many shares did you buy of this mutual fund?
• How much did you spend on this mutual fund?
• For example, 100 shares _at_ 50 5000

14
Allocation

• Open allocation sample.xls and type in stock
  symbols in a column.
• Type the amount of dollars spent for each
  stock/bond in the next column.
• In the 3rd column, calculate the percentage
• Type (dollars)/100000
• Create a Pie Graph of the allocation column and
  paste it here.