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Mike Crowley
mwcrowley@scu.edu

Million Dollar
Portfolio Presentation
 Portfolio Strategy - Top Down Approach
I purchased 30 stocks in order to maximize
my diversification benefit lowering my risk by
investing in different sectors.
I selected my stocks by closely monitoring
their YTD results, as well as finding a good point of
entry to purchase the stocks.
I followed SPX’s sector weight allocation
very closely. I choose to invest heavily in
technology, as well as health care. I didn’t invest in
any stocks in the materials and energy sectors and
kept very little cash.
Sector Allocation & Current Holdings
Portfolio Performance
OCT - DEC 2020
Initial Value: $1,000,000.00 Avg Profit Per Trade: 13.33%

Ending Value: $1,089,004.58 Avg Loss Per Trade: -6.54%

Percent Change: 8.9% Profitable Trades: 73.33%

S&P 500 % Change: 9.1%

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Equity Chart - Portfolio vs SPY

 Lowest Performing Stock

Salesfroce

NYSE - CRM

Total Return: -$2113.84 (-14.33%)

Average Price: $258.74

Current Price: $221.66

 Highest Performing Stock

Lam Research

NASDAQ - LCRX

Total Return: $21638.56 (43.71%)

Average Price: $341.45

Current Price: $490.68

PM’s Economic Outlook 4Q 2020 - 1Q 2021
I maintained a bullish outlook on all of my
investments, sometimes to a fault, however in
the end of the term my portfolio was just
below SPY. The economic impact of
COVID-19 both positively and negatively
affected by portfolio depending on the sector
and I foresee this continuing into the first
quarter of 2021. If I were to continue to
manipulate and trade, I would be more
aggressive in the healthcare sector as that's
where I personally found the most success.
Overall, I believe that in the long run looking
into later 2021 the market will continue to
grow beyond the recovery stage of the
COVID-19 damages and offer larger returns
than seen at the end of 2020.
We will likely see more significant dips in the
market in the short term as more states lock
down again following spikes in cases of the
virus. The risks that investors are looking out
for will remain the same and will hopefully lower
as consumer confidence continues to rise