Reports to the team on a regular basis what the actual price was on transactions including fees - PowerPoint PPT Presentation

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Reports to the team on a regular basis what the actual price was on transactions including fees

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Prints the weekly rankings every FRIDAY to include the rankings in the binder ... What stock was your biggest gainer? What stock was the biggest loser? ... – PowerPoint PPT presentation

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Title: Reports to the team on a regular basis what the actual price was on transactions including fees


1
Treasurer
  • Reports to the team on a regular basis what the
    actual price was on transactions including fees
  • Weekly
  • Prints the weekly rankings every FRIDAY to
    include the rankings in the binder
  • Prints out a completed gain/loss sheet every
    FRIDAY
  • Must include brokers fees
  • Write a one paragraph summary every FRIDAY
    explaining the teams cash flow for the week.
  • Sheets are located on the G drive Epstein
  • Final
  • Prints out a final gain/loss sheet with the rate
    of return calculated for each stock (regardless
    of whether it was sold)
  • Writes a final paper on the gains and losses of
    all stocks within their portfolio.
  • What was the gain/loss for each company bought (
    of shares, cost per share, ROR)? What stock was
    your biggest gainer? What stock was the biggest
    loser?
  • What are your thoughts on these buys/sells?
  • What would you do differently in working together
    and in your portfolio of stocks?
  • What did the stock market teach you about
    business?
  • At least two pages in length, double spaced
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