1. Moriba’s Investment
Moriba Touray
FIN 320
Portfolio Presentation

2. Portfolio List
Column1 Column2 Column3 Current Gain/ Column4
Symbol Company Shares Value Loss Beta
<CASH>
CMG Chipotle 19 2,616.00 -115 -2.5
COKE Coca Cola 20 3,879.50 5.44 1
FSLR First Solar Inc 1 125.88 0.65 0
GE General E 50 709.5 108 0.0001
JST Jinpan Intl. Inc 11 1,890 -225 0.002
OHB Orlean Homes 500 3,500 850 0.0001
PET-A Pacific Enterprises, Inc.25 2,870.00 -25 -2.5
STU Student Loans Inc. 50 2.436.50 35 0.0001
VARI Varian, Inc. 20 2,029 18 0
VWLEX Vanguard Wellington 707 723.52 434 0

3. Strategy for Selecting the Stocks
• Conducted background research.
• Considering economic conditions.
• Diversification of the portfolio into many
securities to reduce exposure.
• Considering risk.
• Portfolio volatility.
• Maximum return on my investment.

4. Beginning and Ending
portfolio
• Portfolio closing valued 21,595.31, beginning
investment, First week.
• Gain of 1.96% first day. Gain/loss 416.14.
• Beginning value 21,595.31, closing value
20202.40.
• Gain of 0.93% Second week. Gain/loss:
186.86.
• Closing 22,215.75, beginning 21,595.31. Gain:
4.89. Gain/loss 1,036.58 , 37.04.

5. Comparison
• Down Jones Closed at 9370.07 on July
24, 2009, beginning value was 9093.24 which is +3.04%
increase in value.
• My Portfolio closing market on July 24 , value was
21,595.31, gain 1.96% first day. Investment of 10,000.
• Dow Jones closed at 9505.56 August 21, beginning
value 9093.24 which increased in value by +4.54%
• Value of my portfolio closing was value at 22,215.75.
Gain of +4.89% since purchase. Beginning value was
21,595.31. Today’s gain 78.09%.

6. Stock Valuation
• Mean(Average): 55.436
• Variance: (Standard deviation): 2436.42
• Standard Deviation: 49.36
• Beta : 2.354
• Covariance:
• Correlation

7. Riskiest Stocks in terms of Beta
• CMG , (-0.37) UPCO (-0.03).
• Gain/Loss was 186.86.
• Gained since Purchase is +0.93%.
• Gain/Loss at closing +78.09 & +0.39%
• All stocks have a high beta and high gain.

8. Top Performer and Weakest of the
Stocks
• All stocks performed above expectation in
terms of percentage return. The best two
performers GE and Orlando Housing.
• The weakest performers CMG and JST, have
would been eliminated.
• There were fluctuations in performance, after
all they outperformed by beyond expectation.

9. Stock Elimination
• Could have eliminated CMG , JST and PET-A
• Loss of 225.4% ,114.57% and 25% respectively.
• Over all the performed extremely.
• Background Check helped to pick the best
performing stocks.
• Many have lost their life-saving in the stock
market, which should necessitate every investor
to do through research before investing or
homework before investing.

10. What I have learned
• The riskier that the stock gets higher return.
• Stock valuation
• Make the internet finance web sites, for
example, Market watch and Morningstar and
others as your best friend.
• Market forecast and analyst opinion.
• Examine Companies financial statement to
give an insight about its performance.

11. END OF PRESENTATION
THANK YOU!
QUESTIONS