Philip Rogers Elementary School“A Great Place to Learn”
Our Crack Stock Market Team“The world is an (one’) oyster”
Shakespeare, 1600
Steven Vo-student investorClint Tres-student investor
Jerry Weissbuch-teacher/adviser
Team Learning Goal“Wisdom is better than rubies”
King Solomon
To initiate interest in investing and develop analytical skills through teamwork!
Achievements“Slow and steady wins the race.”
Aesop 550 B.C.
January 29-April 27, 2007
The Philip Rogers Investment Team beat the S&P 500 by 14.9%
Our initial $100,000 investment grew to $118,169. A gain of 18.17%
Our class learned to work together and had a great time developing a new, and useful skill.
Our Team Investment Strategies“Money makes money.”
Ben Franklin 1748
1. Know your company’s key statistics.
2. Stock must be above the 200 day moving average.
3. Stock must be superior to competitors.
4. Never add to a losing position, and cut your losses when necessary.
5. Invest at least 20% in technology.
The Winning Portfolio“He who never made a mistake never made anything.”
Phelps, 1889
Game Stop GMENovacea Inc. NOVCRadioshack RSHEnergizer ENRDick’s Sporting DKS GoodsVolvo VOLVBio Rad Lab BIO
Portfolio Summary“The Trend is Your Friend”
J. Weissbuch, 2007
Name Purchase End TotalGME(800) 28.83 33.61 +$1911NOVC(4000) 6.98 8.52 +$4609RSH(200) 25.65 27.72 + $413ENR(200) 86.84 95.52 +$1735DKS(500) 54.08 57.59 +$1750VOLV(300) 73.83 98.12 +$6086BIO(200) 88.42 70.50 -$2024
A return of 18.17%A return of 14.9% over the S&P 500
Special ThanksMs. Christine JabbariPhilip Rogers Principal
Rogers Stock Market Class of 2006-2007
Illinois Council on Economic Education – The SMG Program
Cabrera Capital Markets, LLC
Chicago Tribune News in Education
Chicago Mercantile Exchange
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