PORTFOLIO INVESTMENT PROJECT

BY-GROUP 2

1 The Kraft Heinz Company (KHC)

Why chose the company
The Kraft Heinz Company was chosen for be a recognized and well-
known company in the foods market, and good finance ratios, such as,
PE Ratio: 32.32
Profit Margin: 13.81%

The company
The Kraft Heinz Company is the fifth-largest food and beverage
company in the world. Its products include condiments and sauces, cheese
and dairy products, meals, meats, refreshment beverages, coffee, and
other grocery products. The Companys iconic brands include Kraft, Heinz,
ABC, Capri Sun, Classico, Jell-O, Kool-Aid, Lunchables, Maxwell House, Ore-
Ida, Oscar Mayer, Philadelphia, Planters, Plasmon, Quero, Weight
Watchers Smart Ones and Velveeta. The company was formerly known as
H.J. Heinz Holding Corporation and changed its name to The Kraft Heinz
Company in July 2015. The Kraft Heinz Company was incorporated in 2013
and is headquartered in Pittsburgh, Pennsylvania.

Top Executives
Bernardo Hees is Chief Executive Officer of The Kraft Heinz
Company. Prior to the merger of Kraft Foods Group and the H.J. Heinz
Company in 2015, Mr. Hees had been with the H.J. Heinz Company since
2013. Hees earned a bachelors degree in Economics from Catholic
University in Rio de Janeiro (PUC-RJ). He holds an MBA from the University
of Warwick in England and an OPM degree from Harvard Business School.

Paulo Basilio is Executive Vice President and Chief Financial Officer

of The Kraft Heinz Company. He is responsible for all finance functions.
Paulo joined Heinz in 2013 as Chief Financial Officer and has been a
Partner of 3G Capital, Inc. since July 2012. Paulo holds a bachelors degree
in economics from Universidade de Brasilia and a M.Sc. in economics from
EPGE/Fundacao Getulio Vargas (FGV).

Stocks Evaluation

(KHC)
94
93
92
91
$

90
89
88
87
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
(KHC) 92 92.56 89.49 89.48 89.45 91.18 92.46 93.44 91.25

2 American Express Company (AXP)

Why chose the company
American Express Company was chosen for be one of the biggest
and trustful company in the finance field. The finance ratios are
PE Ratio: 14.50
Profit Margin: 17.63%
Beta: 1.5

The company
American Express are the worlds largest card issuer by purchase
volume which provides charge and credit payment card products and
travel-related services to consumers and business around the world. The
company process millions of transactions daily and operate one of the
worlds largest travel networks. The companys products and services
include charge and credit card products, as well as other payment and
financing products; network services; expense management products and
services; travel-related services; and stored value/prepaid products.
American Express Company was founded in 1850 and is headquartered in
New York, New York.
Top Executives
Kenneth I. Chenault, Chairman and Chief Executive Officer,
American Express Company since April 2001, joined American Express in
1981 and was named President of the U.S. division of American Express
Travel Related Services Company, Inc. in 1993, Vice Chairman of American
Express Company in 1995, President and Chief Operating Officer in 1997
and Chief Executive Officer in January 2001.
Marc D. Gordon has been Executive Vice President and Chief
Information Officer since September 2012. Mr. Gordon joined American
Express from Bank of America, where he served as Enterprise Chief
Information Officer from December 2011 until April 2012.

Stocks Evaluation

(AXP)
81

80

79

78
$

77

76

75
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
(AXP) 80 80.45 79.24 78.16 78.33 76.98 77.09 78.97 80.17

3 Monsanto Company (MON)

Why chose the company
Monsanto Company is a solid company in the agriculture field,
therefore the company was chosen trustful company. The finance ratios
are
PE Ratio: 21.52
Profit Margin: 13.28%
Beta: 1.04
The company
Monsanto is an agriculture company that deliver agricultural
products that support farmers all around the world. The mayor products
offer are seeds like corn, cotton, oilseeds and fruits and vegetable. They
also produce in-the-seed trait technologies for farms to supporting their
on-farm efficiency and reducing their on-farm costs. They make the
products available to farmers throughout the world by broadly licensing
the seed and trait technologies to other companies.

Top Executives
Hugh Grant is the chairman and Chief Executive Officer. Before
become CEO he had worked as a Managing Director at all Monsanto
business units in Southeast Asia, Australia and New Zealand, and Executive
Vice President and Chief Operating Officer. Hugh hold his degree in
Molecular Biology and Agricultural Zoology at Glasgow University, and a
Post Graduate Diploma in Agriculture at Edinburgh University. He also
holds a MBA degree at International Management Center, Buckingham,
U.K.
Robert T. Fraley is the Executive Vice President and Chief
Technology Officer. His history in the company contain Senior Research
Specialist at Monsanto Biological Sciences Program, Director at
Monsantos Plant Science Research Group, Vice President of Technology
for crop chemical and plant biotechnology R&D, Group Vice President and
General Manager, New Products Division, President at Monsantos
Ceregen business unit and Co-President at Monsantos Agricultural Sector.

Stocks Evaluation

MON
118.00
117.50
117.00
116.50
116.00
$

115.50
115.00
114.50
114.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
MON 115.50 116.02 116.90 116.05 116.60 116.00 117.42 117.68 117.77
4 Visa Inc. (V)
Why chose the company
As American Express, Visa Inc. was chosen for be one of the biggest
and trustful company in the finance field. The ratios are high and it makes
the stocks attractive.
PE Ratio: 47.19
Profit Margin: 28.78%
Beta: 1.0

The company
Visa Inc. operates as a payments technology company worldwide.
The company facilitates commerce through the transfer of value and
information among consumers, merchants, financial institutions,
businesses, strategic partners, and government entities. The company
provides its services under the Visa, Visa Electron, Interlink, V PAY, and
PLUS brands. The company was founded in 1958 as BankAmericard, be
launched by Bank of America. In 1976 BankAmericard becomes Visa, a
name that sounds the same in all languages. In 2007 Visa forms a global
corporation under the name Visa Inc.

Top Executives
Alfred F. Kelly Jr is the Chief Executive Officer at Visa Inc. Mr. Kelly
joined the board of Visa in 2014 as an independent director and is also
presently a director of MetLife Inc. Prior to joining Visa Inc, Mr. Kelly
worked in industry-leading companies within the financial services, travel
and leisure, and consumer products industries. Mr. Kelly was President of
the American Express Company from 2006 to 2010 and during his 23 years
at the company, he led numerous groups. He received a bachelor's degree
as well as an MBA from Iona College.
Vasant M. Prabhu joined Visa Inc. in February 2015 as Executive Vice
President and Chief Financial Officer. In his role, he oversees Visa Inc.s
financial strategies, planning and reporting, in addition to all finance
operations and investor relations. Mr. Prabhu joined Visa from
NBCUniversal Media, LLC, where he served as chief financial officer,
overseeing the companys finance function as well as the operations and
technical services division. Prior to joining NBCUniversal in 2014, Mr.
Prabhu served as the chief financial officer for Starwood Hotels & Resorts
Worldwide, Inc. since 2004. In 2010, Mr. Prabhu also was named vice
chairman of Starwood.

Stocks Evaluation

V
97.00
96.00
95.00
94.00
93.00
$

92.00
91.00
90.00
89.00
88.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
V 91.15 91.85 91.33 91.92 93.23 93.31 94.72 96.55 93.50

5 Coca-Cola Bottling Co. Consolidated (COKE)

Why chose the company
Coca-Cola was chosen for be well-known beverage company in the
world. Even though the company has a negative beta, and the profit
margin is low, it is a worth stock and has a good PE ratio.
PE Ratio: 38.53
Profit Margin: 1.62%
Beta: -0.04

The company
Coca-Cola Consolidated is the nation's largest independent Coca-
Cola bottler. The Company operates in the Southeast, Mid-Atlantic and
Midwest region of the United States. The company is known for offer soft
drink bottling. They make, package, and deliver a variety of beverages to
stores, restaurants, entertainment venues, offices, and more. In addition,
the company distributes products for various other beverage brands that
include Dr Pepper, Sundrop, and Monster Energy. Coca-Cola Bottling Co.
Consolidated was founded in 1902 and is headquartered in Charlotte,
North Carolina.
Top Executives
J. Frank Harrison, III is the chairman of the board of Directors and
Chief Executive officer. Umesh M. Kasbekar is the Vice Chairman and Sec.
Henry W Flint is president and Chief Operating Officer.

Stocks Evaluation
COKE
235.00
230.00
225.00
220.00
215.00
210.00
$

205.00
200.00
195.00
190.00
185.00
180.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
COKE 204.90 209.10 209.65 205.00 199.30 214.42 227.41 225.91 228.64

6 Apple Inc. (AAPL)

Why chose the company
Apple is an attractive company for be one of the most trustful
technological company a constantly investment in new technology to keep
be a good company. Its justify the worth of the stock, with a good beta.
PE Ratio: 17.48
Profit Margin: 20.74%
Beta: 1.43

The company
Apple Inc. designs, manufactures, and markets mobile
communication and media devices, personal computers, and portable
digital music players to consumers, small and mid-sized businesses, and
education, enterprise, and government customers worldwide. The
company also sells related software, services, accessories, networking
solutions, and third-party digital content and applications. Apple Inc. was
founded in 1977 and is headquartered in Cupertino, California.

Top Executives
Tim Cook is the CEO of Apple and serves on its Board of Directors
since 2011. Before being named CEO, Tim was Apples Chief Operating
Officer and was responsible for all of the companys worldwide sales and
operations, including end-to-end management of Apples supply chain,
sales activities, and service and support in all markets and countries. Tim
earned an MBA from Duke University, where he was a Fuqua Scholar, and
a Bachelor of Science degree in Industrial Engineering from Auburn
University.
Luca Maestri is Apples senior vice president and Chief Financial
Officer reporting to CEO Tim Cook. As CFO, Luca oversees the accounting,
business support, financial planning and analysis, treasury, M&A, investor
relations, internal audit and tax functions at Apple. Luca joined Apple in
2013 as vice president of Finance and corporate controller, and has
worked closely with Apples senior leadership since his arrival. Luca
graduated from Luiss University in Rome with a bachelors degree in
Economics and earned a masters degree in Science of Management from
Boston University.

Stocks Evaluation

Apple
160.00

155.00

150.00
$

145.00

140.00

135.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5
Apple 142.27 143.64 146.64 153.01 155.70 153.99 153.67 145.42

7 Alphabet Inc. (GOOGL)

Why chose the company
Same as Apple, Alphabet Inc is an attractive company investment in
new technology to keep be a good company in online services. Its justify
the worth of the stock, even the beta is less than 1.
PE Ratio: 32.78
Profit Margin: 21.84%
 Beta: 1.43

The company
Alphabet Inc. provides online services in the world. The company
offers performance and brand advertising services. It operates through
Google and Other Bets segments. The Google segment includes principal
Internet products, such as Search, Ads, Commerce, Maps, YouTube,
Google Cloud, Android, Chrome, and Google Play, as well as technical
infrastructure and newer efforts, including Virtual Reality. Alphabet Inc.
was founded in 1998 and is headquartered in Mountain View, California.

Top Executives
Eric E. Schmidt is the Exectutive Chairman, Lawrence Edward Page is
Co-Founder, Chief Exec. Officer and Director, and Sergey Brin is Co-
Founder, Pres and Director.

Stocks Evaluation

GOOGL
1,050.00

1,000.00

950.00

900.00
$

850.00

800.00

750.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
GOOGL 860.00 878.30 912.57 958.69 959.22 964.07 996.17 1,003.88 936.01

8 Crown Castle International Corp. (CCI)

Why chose the company
PE Ratio: 87.31
Profit Margin: 10.70%
Beta: 0.22

The company
Crown Castle is the nations largest provider of shared wireless
infrastructure. Together with its subsidiaries, owns, operates, and leases
shared wireless infrastructure in the United States and Australia. The
company provides towers and other structures, such as rooftops; and
distributed antenna systems, a type of small cell network (small cells). The
company was founded in 1994 and is headquartered in Houston, Texas.

Top Executives
Jay A. Brown is the President and Chief Executive Officer since June
2016. He join the company in 1999. Brown was Crown Castles Chief
Financial Officer from July 2008 to May 2016. Prior to that, Brown served
as Treasurer of Crown Castle from May 2004. Brown holds a BBA from
Baylor University.
Daniel K. Schlanger joined Crown Castle in April 2016 and currently
serves as Senior Vice President and Chief Financial Officer. Previously,
Schlanger served as Senior Vice President and Chief Financial Officer of
Exterran GP LLC, the general partner of Exterran Partners, L.P., from June
2006 through March 2009 and as a director of Exterran GP LLCs board of
directors from October 2006 through November 2015. Schlanger holds a
BS in economics from the Wharton School at the University of
Pennsylvania.

Stocks Evaluation

CCI
106.00
104.00
102.00
100.00
98.00
$

96.00
94.00
92.00
90.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
CCI 96.04 94.71 94.73 95.36 95.73 99.91 103.52 103.46 102.21

9 Palo Alto Networks, Inc. (PANW)

Why chose the company
PE Ratio: -48.62
Profit Margin: -15.71%
 Beta: 0.69

The company
Palo Alto Networks, Inc. provides security platform solutions to
enterprises, service providers, and government entities worldwide. The
Company platform includes Next-Generation Firewall that delivers
application, user, and content visibility and control, as well as protection
against network-based cyber threats; Advanced Endpoint Protection,
which prevents cyber-attacks that exploit software vulnerabilities on
various fixed and virtual endpoints and servers; and Threat Intelligence
Cloud, which offers central intelligence capabilities, security for software
as a service applications, and automated delivery of preventative
measures against cyber-attacks. The company was founded in 2005 and is
headquartered in Santa Clara, California.

Top Executives
Mark D. McLaughlin joined as President and CEO of Palo Alto
Networks in August of 2011 and became Chairman of the Board in 2012.
Before coming to Palo Alto Networks, Mark served as President and CEO
of Verisign. Prior to that, he held a number of key positions at Verisign
including serving as Chief Operating Officer, Executive Vice President of
Products and Marketing, and head of the company's Naming Services
business. Mark currently serves on the board of directors for Qualcomm
Inc. He received his J.D., magna cum laude, from Seattle University School
of Law and his B.S. degree from the United States Military Academy at
West Point.
Nir Zuk is a co-founder and CTO of the company. Prior to co-
founding Palo Alto Networks, Nir was CTO at NetScreen Technologies,
which was acquired by Juniper Networks in 2004. Prior to NetScreen, Nir
was co-founder and CTO at OneSecure, a pioneer in intrusion prevention
and detection appliances. Nir was also a principal engineer at Check Point
Software Technologies, and was one of the developers of stateful
inspection technology.
Rajiv Batra is the other co-founder of the company. Prior to Palo
Alto Networks, he was the Vice President of Engineering at Peribit, which
was acquired by Juniper Networks in 2005. While at Peribit, Rajiv
assembled a strong engineering team developing best-in-class application
acceleration platforms. Rajiv also co-founded VitalSigns Software and
served as Vice President of Engineering at Bay Networks.

Stocks Evaluation

PANW
145.00
140.00
135.00
130.00
125.00
$

120.00
115.00
110.00
105.00
100.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
PANW 108.55 109.82 108.42 116.83 119.61 117.11 117.00 140.52 134.75

10 Starbucks Corporation (SBUX)

Why chose the company
PE Ratio: 30.76
Profit Margin: 13.47%
Beta: 0.66

The company
Starbucks Corporation is a company that provides operates as a
roaster, marketer, and retailer of specialty coffee around the world. Its
stores offer coffee and tea beverages, packaged roasted whole bean and
ground coffees, single-serve and ready-to-drink coffee and tea products,
juices, and bottled water; an assortment of fresh food and snack offerings;
and various food products, such as pastries, breakfast sandwiches, and
lunch items, as well as beverage-making equipment and accessories. In
addition, the stores offer a nice and friendly environmental to people
enjoying with friends, working, studding, having meeting, or just sit there
to read a book while enjoy the products. Starbucks Corporation was
founded in 1971 and is based in Seattle, Washington.
Top Executives
HOWARD SCHULTZ, is the founder of Starbucks Corporation and
currently serves as chairman and chief executive officer. Schultz has
served as chairman of the board of directors since the inception in 1985,
and in January 2008, he reassumed the role of president and chief
executive officer.
KEVIN R. JOHNSON is the president and chief operating officer since
March 2015 and has been a Starbucks director since March 2009. Johnson
served as Chief Executive Officer of Juniper Networks, Inc., from
September 2008 to December 2013.

Stocks Evaluation

SBUX
65.00
64.00
63.00
62.00
$

61.00
60.00
59.00
58.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
SBUX 60.61 61.11 60.17 60.94 60.45 61.23 63.26 64.27 61.29

11 LPL Financial Holdings Inc. (LPLA)

Why chose the company
PE Ratio: 19.84
Profit Margin: 4.65%
Beta: 2.36

The company
LPL Financial Holdings Inc. provides an integrated platform of
brokerage and investment advisory services to independent financial
advisors in the United States. Its brokerage offerings include variable and
fixed annuities, mutual funds, equities, alternative investments such as
non-traded real estate investment trusts and business development
companies, retirement and 529 education savings plans, fixed income, and
insurance. PL Financial Holdings Inc. was founded in 1968 and is based in
Boston, Massachusetts.

Top Executives
Dan H Arnold is the Chief Executive Officer, President and Director.
Matthew J. Audette is the Chief Financial Officer and Managing Director.

Stocks Evaluation

LPLA
44.00
43.00
42.00
41.00
$

40.00
39.00
38.00
37.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
LPLA 39.01 39.75 42.74 42.62 42.62 39.85 38.98 39.56 42.24

12 Marriott International, Inc. (MAR)

Why chose the company
PE Ratio: 36.28
Profit Margin: 23.04%
Beta: 1.35

The company
Marriott International, Inc. is a leading global lodging company with more
than 6,000 properties in 122 countries and territories. The company
operates its properties primarily under the brand names of Bulgari, The
Ritz-Carlton and The Ritz-Carlton Reserve, St. Regis, W, EDITION, JW
Marriott, The Luxury Collection, Marriott Hotels, Westin, Le Mridien,
Renaissance Hotels, Sheraton, Delta Hotels by MarriottSM, Marriott
Executive Apartments, Marriott Vacation Club, Autograph Collection
Hotels, Tribute Portfolio, Design Hotels, Gaylord Hotels, Courtyard, Four
Points by Sheraton, SpringHill Suites, Fairfield Inn & Suites, Residence Inn,
TownePlace Suites, AC Hotels by Marriott, Aloft, Element, Moxy Hotels,
and Protea Hotels by Marriott.Founded in 1971, the company is
headquartered outside of Washington, D.C. in Bethesda, Maryland.

Top Executives
John Willard Marriott Jr. is the Executive Chairman, Arne M.
Sorenson is the Chief Executive Officer, President and Director.

Stocks Evaluation

MAR
110

105

100

95
$

90

85

80
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
MAR 92.47 93.52 95.59 96.37 104.06 105.49 106.74 108.19 102.07
 Portfolios Performance

During the 11 weeks, the portfolio responded successfully,

increasing the value in almost all of the weeks, even though some stock
decreased individually. In the end of the 11 weeks, the portfolios worth
for Group 2 increased to 7.64%, with a gain of $76,388, However, until
week 10, the portfolio had sucessfully grown and achieved 10% of
increase, that means a gain of $102.367. Even though the portfolio
decrease a in the last week, It can be considered a success due the
economic crises in some countries, once most of companies are
internationally affect.

Portifolio Group 2
$1,120,000.00

$1,100,000.00

$1,080,000.00

$1,060,000.00
$

$1,040,000.00

$1,020,000.00

$1,000,000.00
4/17 4/24 5/1 5/5 5/15 5/22 5/30 6/5 6/12
Grupo 2 $1,000, $1,013, $1,030, $1,049, $1,054, $1,065, $1,090, $1,102, 1,067,38
 Calculation Of the Portfolios Expected Return

Calculation of Stocks Expected

Returns using CAPM
Market Return Rm 8.50%
10 Year Treasury Rate:2.26% for 17
April 2017 Rf 2.26%
Market Risk Premium MRP 6.24%

Expected
Return
Stock Name Beta CAPM
American Express CO 1.15 9.44%
Apple 1.43 11.18%
CCI-Crown Castle Intl. 0.22 3.63%
COKE-Coca-Cola -0.04 2.01%
Google 0.93 8.06%
KHC-Kraft Heinz CO 0.9 7.88%
LPLA-LPL Financials 2.36 16.99%
MAR-Marriott International 1.35 10.68%
Monsanto CO 1.04 8.75%
PANW-Palo Alto Networks 0.95 8.19%
SBUX-Starbucks 0.66 6.38%
Visa 1.05 8.81%
 Weight
Nos Of Total of the
Stock Name Stock Price Stock Amount Stock
American Express CO 80.17 500 $40,085 0.04
Apple 145.42 700 $101,794 0.09
CCI-Crown Castle Intl. 102.21 400 $40,884 0.04
COKE-Coca-Cola 228.64 690 $157,762 0.15
Google 961.81 360 $346,252 0.32
KHC-Kraft Heinz CO 91.25 550 $50,188 0.05
LPLA-LPL Financials 42.24 990 $41,818 0.04
MAR-Marriott International 102.07 650 $66,346 0.06
Monsanto CO 117.77 1100 $129,547 0.12
PANW-Palo Alto Networks 133 212 $28,196 0.03
SBUX-Starbucks 61.29 500 $30,645 0.03
Visa 93.5 458 $42,823 0.04

7110 $1,076,338
 Weight * Expected Return Weight * Expected
Stock Name Beta Beta -CAPM Return
American Express CO 1.15 0.04 9.44% 0.35%
Apple 1.43 0.14 11.18% 1.06%
CCI-Crown Castle Intl. 0.22 0.01 3.63% 0.14%
COKE-Coca-Cola -0.04 -0.01 2.01% 0.29%
Google 0.93 0.30 8.06% 2.59%
KHC-Kraft Heinz CO 0.9 0.04 7.88% 0.37%
LPLA-LPL Financials 2.36 0.09 16.99% 0.66%
MAR-Marriott
International 1.35 0.08 10.68% 0.66%
Monsanto CO 1.04 0.13 8.75% 1.05%
PANW-Palo Alto
Networks 0.95 0.02 8.19% 0.21%
SBUX-Starbucks 0.66 0.02 6.38% 0.18%
Visa 1.05 0.04 8.81% 0.35%
0.91 7.92%

Portfolio's Beta- 0.91

Portfolio's Expected Return as 0n 06/12/2017- 7.92%

Actual Return On Portfolio as on 6/12/17- 7.63%

 Portfolio's Performance V/S Market's Returns

4/17/2017 6/12/2016 Actual Returns

NASDAQ 5,856.79 6,175.46 5.44%
S&P 500 2,349.01 2,429.39 3.42%
DOW 30 20,636.92 21,235.67 2.90%
Portfolio's Return 1000000.70 1076337.80 7.63%

The Portfolios Expected Return and the Actual Returns are close, hence the
portfolio has performed well in the past 11 Weeks. However as compared to
NADAQ,S&P 500 ,DOW 30 the portfolio has performed well and above the market.

We would really like to thank you for giving us this wonderful opportunity
to learn about stocks in more fun and engaging way.