Finance
presentation
1 Introduction
2 Material Required
3 About the project
Index
4 Budget
5 Quizzes and games
Introduction
Introduction
This finance model is presented by
1.PARI JOGI
2.AAROHI BAKLIWAL
3.ANGEL GURNANI
4.DIKSHITA LALWANI
Mount board
Thermacol
Material Pencil
Required Scale
Brush
Ice cream sticks
Black chart paper
Fevicol
Tape
Printouts
About the project
understanding stocks Types of stocks stocks markets
• Stocks (Equities): Represent ownership in a • Common Stocks: Provide voting •Stock Exchanges: Platforms
company. When you buy a stock, you become a rights and dividends (if declared). where stocks are bought and sold
shareholder and own a portion of the company. • Preferred Stocks: Offer no voting (e.g., NYSE, NASDAQ)
• Dividends: Some companies pay dividends, • Market Indices: Measure the
rights but have a higher claim on
which are periodic payments made to performance of a group of stocks
assets and earnings than common
shareholders from the company’s profits. (e.g., S&P 500, Dow Jones Industrial
stocks, often with fixed dividends.
Average).
Investing on
stocks
Investing in stocks in the short term involves buying and selling shares within a brief
period, often days or weeks, to profit from price fluctuations. This strategy requires
careful market analysis, usually through technical indicators, to identify trends and
potential opportunities. However, short-term trading is inherently risky due to market
volatility and can lead to significant losses if not managed properly. Traders should
employ strict risk management techniques, such as stop-loss orders, to limit potential
downsides. Additionally, frequent trading can result in higher transaction costs and
taxes, which may erode profits. To succeed in short-term stock investing, it’s essential
to remain disciplined, avoid emotional decision-making, and focus on stocks with high
liquidity to ensure smooth entry and exit from positions
About the
Project
Project goals
1. Clear Objectives and Timely Delivery: Define specific,
measurable goals and ensure the project is completed on
time
without compromising quality.
2. Efficient Resource Management and Risk Mitigation:
Optimize
the use of resources and implement strategies to identify
and
minimize potential risks.
3. Stakeholder Satisfaction and Team Collaboration: Ensure
stakeholder needs are met through effective
communication,
and foster strong collaboration among team membe
Methodology
1. Fundamental Analysis: Focuses on a company’s
financial health, industry position, and economic
factors for long-term investment decisions.
2. Technical Analysis: Uses price charts and trends to
predict short-term market movements and guide
trading decisions.
3. Quantitative Analysis: Applies mathematical models
and data-driven strategies to identify investment
opportunities and manage risk
Results
1. Stock Performance: Total return = price changes + dividends.
20
2. Portfolio: Overall return + diversification = reduced risk.
15
3. Comparisons: Measure against benchmarks; alpha = excess return.
10
4. Indicators: Earnings, interest rates, and inflation impact stocks.
5
5. Strategies: Growth, value, and dividend investing focus on different goals.
6. Metrics: ROI, CAGR, and volatility gauge performance and risk.
0
Item 1 Item 2 Item 3
7. Taxes: Capital gains and dividends affect net returns.
8. Trends (2025): Tech and green energy rise; interest rates shape marke
Budget
Set limits, prioritize essentials, save,
invest, and track expenses regularly. Trimestre 01 Month 01 Month 02 Month 03
Create a budget by tracking income,
categorizing expenses, cutting Social Media $300 $300 $300
unnecessary costs, saving for goals,
investing wisely, and regularly Email $300 $300€ $300
reviewing progress.
Branding $300 $300 $300
Strategy $300 $300 $300
Budget Total $1200 $1200 $1200
Strategy Marketing
Invest wisely: diversify, set clear 20% 20%
goals, and monitor investments
regularly.
Support Email
20% 20%
Social Media
Budget
20%
Thank You
