Market Madness Final Portfolio Checklist

Arrange the following items in the order listed below:

1:  Cover Page - include company name, logo, officers

2:  Introduction Letter - Tell the client what is included in the portfolio

3:  Table of Contents

4:  Corporate Resume Letter

5:  Individual Resumes

6:  Initial Investment Portfolio Letter

7:  All stock information gathered for each stock you have invested in.   This section will be substantial, including corporate histories, charts, graphs, and any other relevant documents.

8:  Summary essay and recommendation for future investments.  This essay is a cooperative essay which summarizes the financial activity of the clients account - profit/loss per stock, etc., and makes recommendations for the future.

9:  Appendices:  Any charts, handouts, graphs, overhead transparencies, computer disks, etc. that relate to the project.