Investment slide Plus stock performance metrics

1. Finance 4210
Investment Portfolio
Jagrup Samra

2. Performance
Net worth is $481,165.47
Average return is -.34%
84 trades
Market return is -.29%

3. Portfolio
 AAPL
 AGO
 FDO
 HRL
 PG
 ETFOX- Market Opportunity Fund

4. Performance
 My Target beta is 1.2
 Actual beta is .256134293
 Portfolio Sharp ratio compared to Market
Sharp ratio
 Difference is -0.2230754
 Portfolio Treynor measure compared to
the Market
 Difference is -0.0106618

5. Strategy
 yahoo stock screener
 I applied represent biases
 Another strategy is a news article in the
New York times.
 Good’ til canceled order

6. Resources
 Market watch
 Yahoo Finance
 TV
 New York Times

7. Strategy was helpful
 Allowed me to move up from below the
top six
http://www.worldnewswire.info/wp-
content/uploads/2012/09/stocks-market-rising-300x299.jpg

8.  What I would have done differently?
 Pick more stocks with low PE and BV
 Also have a mix of value and growth
stocks
 Also I would have diversified into different
industries and foreign ETFS

9. The END