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A.N. Pritzker Elementary “A Great Place to Learn”
Our “Raw” Team of Specialists?Enaluz Lima – Student Tiffaney Ayala - StudentVictoria Velazquez – Student Evita Ortega - StudentIndya Grey – Student Nelson Robles - Student
Team Learning Goal
To initiate interest in investing and developing analytical skills through teamwork. “We need Mo’ Money!” Pritzker stock market class, 2008
September, 2007- April 26, 2008
The A.N. Pritzker Investment team beat the S&P 500 gain over this time period.
Our initial $100,000 investment grew to $124,486.47. A gain of 24.49%!
Our class learned to work together and had a great time developing a new and useful life skill.
Achievements“Slow and steady wins the race.”
Aesop, 550 B.C.
Our Team Investment Strategies“Money makes money.”
Ben Franklin, 1748
1.Know your companies’ key statistics.2. Stock must be above the 200 day moving average.3.Company must be superior to competitors. 4.Compare “apples to apples, not apples to grapes.” (Same industry)5.Fully invest all your money in a stock (all $30,000).6.Invest at least 20% in technology or Biotech stocks.7.Look at “beaten down” stocks from rumors.
MF Global, Ltd. MF
Arch Coal, Inc. ACI
Safeway Inc. SWY
Lehman BrothersHoldings, Inc. LEH
The Winning Portfolio “He who never made a mistake never made anything.” Phelps, 1889
Arch Coal, Inc. is an example of a stock we purchased off the 200 day moving average. On the third dip in the middle of March, we purchased the stock at $42.68. At the end of the game, the stock price was $57.99. As of today, the price is approx $65.00!
Arch Coal, Inc. 200 day moving average “The trend is your friend.” J. Weissbuch 2008
Portfolio Summary “Money loves company” Ben Franklin, 1748
A return of 24.49%
Name Purchase End TotalMF (2400) 11.86 12.55 +$1,654
MF (500) 7.89 13.62 +$2,861
MF (3000) 7.56 12.48 +$14,747
SWY(300) 34.15 27.48 -$1,999
SWY(500) 34.15 29.04 -$2,556
ACI (200) 42.68 57.99 +$3,060
ACI (100) 42.68 56.68 +$1,399
LEH(700) 25.88 30.24 +$3,047 +$24,486
Special Thanks
Dr. Joenile Albert-Reese A.N. Pritzker-PrincipalMr. Jerry Weissbuch – TeacherMr. James Cosme Region 2 - AIOA. N. Pritzker PTOA. N. Pritzker LSCPritzker Stock Market Class of 2007-08Cabrera Capital Markets, LLC.
Chicago Tribune News in Education
Illinois Council on Economic Education
CitibankNational City Bank