Initial Investment Portfolio Template

 

I:            Introduction of Document

            In a letter format, explain the objectives of this document to your client.  It is crucially important to be eloquent, yet accurate and concise.

 

II:      Stock information for each stock:

            Account #1 - Co. Name_________________________ NYSE Code _________

            Provide the following General Information for your client for each stock you purchased:

·                     General Information about the business

·                     Justification - why you think this is a good investment risk

·                     Goals for the investment (what do you think will happen)

Account #2             Same as above

Account #3            Same as above

 

III:      Initial Statement (spreadsheet format)

·                     Recreate the form below with complete accuracy

·                     Provide explanations of how the account figures where derived

·                     Explain titles of the spreadsheet

 

Stock Name Stock Symbol Principal Invested Buying Date Buying Price Shares Owned Unused Principle
American Airlines AMR $15,000.00 1/1/01 $100.00 per 1,500 $0.00
             
             
             

 

IV: Closing Paragraph

            Wrap up with a brief, yet cordial farewell.  Don’t forget to remind your client about your next scheduled appointment and the due dates for any type of payment or fees