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A.N. Pritzker Elementary “A Great Place to Learn”

A.N. Pritzker Elementary “A Great Place to Learn”

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Page 1: A.N. Pritzker Elementary “A Great Place to Learn”

A.N. Pritzker Elementary “A Great Place to Learn”

Page 2: 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

Page 3: A.N. Pritzker Elementary “A Great Place to Learn”

Team Learning Goal

To initiate interest in investing and developing analytical skills through teamwork. “We need Mo’ Money!” Pritzker stock market class, 2008

Page 4: A.N. Pritzker Elementary “A Great Place to Learn”

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.

Page 5: A.N. Pritzker Elementary “A Great Place to Learn”

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.

Page 6: A.N. Pritzker Elementary “A Great Place to Learn”

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

Page 7: A.N. Pritzker Elementary “A Great Place to Learn”

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

Page 8: A.N. Pritzker Elementary “A Great Place to Learn”

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

Page 9: A.N. Pritzker Elementary “A Great Place to Learn”

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