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    Christopher Seifert's Portfolio Project

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    Chris Seifert
    Christopher Seifert invested $100k in a portfolio of stocks, bonds, and funds between February and May 2009. He distributed the $100k evenly across 10 investments of $10k each. This included stocks like Bank of America, Citigroup, and Oracle, as well as bonds, preferred stocks, and mutual funds focused on areas like emerging markets and mid-cap growth. By May 2009, Seifert had earned a total profit of $36,135.58, mostly from gains in Bank of America and Citigroup stock. While some investments like preferred stocks lost money, overall the portfolio performed well within a few months.

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    Christopher Seifert's Portfolio Project

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    Chris Seifert
    229 views4 pages
    Christopher Seifert invested $100k in a portfolio of stocks, bonds, and funds between February and May 2009. He distributed the $100k evenly across 10 investments of $10k each. This included stocks like Bank of America, Citigroup, and Oracle, as well as bonds, preferred stocks, and mutual funds focused on areas like emerging markets and mid-cap growth. By May 2009, Seifert had earned a total profit of $36,135.58, mostly from gains in Bank of America and Citigroup stock. While some investments like preferred stocks lost money, overall the portfolio performed well within a few months.

    Original Description:

    This Doc. gives a general outline to my portfolio from march - may 2009 SJSU econ 139 kropelnicki

    Original Title

    Portfolio Project

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    Christopher Seifert invested $100k in a portfolio of stocks, bonds, and funds between February and May 2009. He distributed the $100k evenly across 10 investments of $10k each. This included stocks like Bank of America, Citigroup, and Oracle, as well as bonds, preferred stocks, and mutual funds focused on areas like emerging markets and mid-cap growth. By May 2009, Seifert had earned a total profit of $36,135.58, mostly from gains in Bank of America and Citigroup stock. While some investments like preferred stocks lost money, overall the portfolio performed well within a few months.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    229 views4 pages

    Christopher Seifert's Portfolio Project

    Uploaded by

    Chris Seifert
    Christopher Seifert invested $100k in a portfolio of stocks, bonds, and funds between February and May 2009. He distributed the $100k evenly across 10 investments of $10k each. This included stocks like Bank of America, Citigroup, and Oracle, as well as bonds, preferred stocks, and mutual funds focused on areas like emerging markets and mid-cap growth. By May 2009, Seifert had earned a total profit of $36,135.58, mostly from gains in Bank of America and Citigroup stock. While some investments like preferred stocks lost money, overall the portfolio performed well within a few months.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    Christopher Seifert’s

    Portfolio Project

    Focusing on diversification I invested in a broad range from banks to


    bonds. Given that all markets are volatile now and most investments will be
    risky, I decided to be aggressive with my picks. The following is an overview
    of my investment choices and why I picked them, along with graphical data
    to illustrate my buying and selling dates.

    After making my choices I decided to distribute my $100k evenly $10k


    for each group, and made each investment on February 23. The two major
    market common stocks I invested in were Bank of America and Citigroup. I
    invested in these companies because, simply, the US government invested in
    them so I felt they were a good buy.

    My over the counter common stock is Oracle, because they are a very
    reputable company that is known world wide. The American Depository
    Receipt investment is British Petroleum; which I picked because gas prices
    are only going to rise in the future.

    My preferred stock is Pacific Gas and Electric Company; I picked PG&E


    because they have a very large market share and have been granted
    monopoly rights in many areas on the west coast. The last dividend they
    offered was $.42 per share. With only 285 shares my total dividend was only
    $119.70, on April 14.

    The closed-end fund I chose was Blue Chip Value Fund, INC (above),
    because they deal with stocks that have a high value, thus this fund has a
    lower risk in my opinion. For my first mutual fund I picked BlackRock Focus
    Growth A, which is a large cap fund because I trust the folks at yahoo and
    this was at the top of their list. My second choice was Nicholas Liberty which
    is a Mid-Cap Growth mutual fund that was also at the top of yahoo’s list.
    For bonds I picked JPMorgan CA Tax Free Bond Instl because I wanted to
    invest in California and at the same time have some tax relief. TCW Emerging
    Markets Income I Is my final choice for mutual funds, this is meant to be my
    risky pick because emerging markets are usually where the largest profits
    can be found.

    Below is a balance sheet to go along with all the graphs above.

    23-Feb-
    Bought 09 Sold 6-May-09
    2557 $3.91/sha $12.69/sh $32,448.3
    BAC shares re $10,000 BAC are 3
    4672 $2.14/sha $3.86/sha $18,033.9
    C shares re $10,000 C re 2
    630 $15.86/sh $19.06/sh $12,007.8
    ORCL shares are $10,000 ORCL are 0
    BP plc 258 $38.65/sh BP plc $46.13/sh $11,901.5
    (ADR) shares are $10,000 (ADR) are 4
    285 $25.78/sh
    PCGA shares $35/share $10,000 PCGA are $6,651.24
    4115 $2.43/sha
    XBLUX shares re $10,000 PCGA Dividend $119.70
    6849 $1.46/sha $3.03/sha $12,468.4
    MDFOX shares re $10,000 XBLUX re 5
    1233 $8.11/sha $1.72/sha $11,780.2
    NLBTX shares re $10,000 MDFOX re 8
    984 $10.16/sh $8.04/sha
    JPICX shares are $10,000 NLBTX re $9,913.32
    1700 $5.88/sha $10.16/sh
    TGEIX shares re $10,000 JPICX are $10,000
    $6.43/sha
    Total $100,000 TGEIX re $10,931
    Broker Fee $12/
    trade ($120)
    $136,13
    Total 5.58

    Below is data that maps out my entire portfolio on the date of purchase and
    the next page displays the change and what my portfolio looks like on the day I sold
    my investments
    As we can see I made a total profit of $36,135.58 mostly due to Bank of
    America and Citigroup. I lost the most money on my preferred stock which is
    typically your most conservative money maker. On my mutual funds I made a much
    smaller profit than was predicted by the so called “experts” at yahoo; however I did
    make a profit overall with my mutual funds. The only place I could have saved more
    money would have been to make more trades thus incurring a smaller broker fee.
    All in all my portfolio did quite well; I know I could use an extra $36k every couple of
    months.

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