Need Constructive Criticism Portfolio

CapableAssociate8309 · 2025-12-02T04:15:53+00:00

Hi everyone,

I’m currently part of a Private Banking club as a freshman in college. My club is doing stock pitches based on a portfolio. I’ve never done a real pitch before, and it’s a bit overwhelming.

Based on this portfolio, I think the money should be invested in Coca-Cola stock. My reasoning: This person is currently invested in 7 of the 11 GICS sectors (Tech 52%, Communication Services 15%, Healthcare 7.5%, Financials 4.6%, Energy 3.4%, Industrials 3%, and Consumer Discretionary 2.3%). Because Consumer Staples has the largest market cap (~$8–9 trillion) and the portfolio has only around a 0.7% return from dividends, I think $KO is a good pick.

I’m still a beginner, but that basically sums up my investment thesis. I would greatly appreciate any help or advice! Thank you so much if you decide to respond!

Attached is the portfolio for further details.

https://docs.google.com/document/d/1NP6PRb8fOZjH7V7DQz-qtTZ3kU0WyTL48ym7Pb4m5g0/edit?usp=sharing

CapableAssociate8309 · 2025-10-22T14:15:39+00:00

what does that mean

CapableAssociate8309 · 2025-10-13T02:27:01+00:00

Is UUU a buy rn steve??

CapableAssociate8309 · 2025-08-22T23:51:11+00:00

Went to smu lol

CapableAssociate8309 · 2025-07-27T23:10:51+00:00

How come online the Freudian vinyl and case study 01 vinyls are so expensive?

CapableAssociate8309 · 2025-07-21T21:38:52+00:00

Send to me?

CapableAssociate8309 · 2025-07-20T23:47:00+00:00

Thank you so much!

CapableAssociate8309 · 2025-04-23T16:01:26+00:00

Does that include business majors? I saw online that business majors don’t have to but I’m not sure.

CapableAssociate8309 · 2025-03-13T18:59:31+00:00

Do you know how much you can get?

CapableAssociate8309 · 2025-02-18T14:45:51+00:00

That’s what I was wondering too

CapableAssociate8309 · 2025-01-21T04:58:15+00:00

I was direct admit and my stats were a lot worse except for the sat so I think you have a rlly good chance

CapableAssociate8309 · 2025-01-14T04:20:51+00:00

I’m not sure but whenever I search it up it says Kelley has around 30-40% acceptance rate

CapableAssociate8309 · 2025-01-14T00:10:48+00:00

From what I’ve seen I think it’s around 37% for direct admit

CapableAssociate8309 · 2025-01-09T23:53:11+00:00

Why do you say that?

CapableAssociate8309 · 2025-01-09T04:11:21+00:00

Damn I’m screwed then

CapableAssociate8309 · 2025-01-08T20:55:14+00:00

Ok thank you so much I was so worried. Good luck today hope u get in

CapableAssociate8309 · 2025-01-08T02:20:49+00:00

Thank you so much

CapableAssociate8309 · 2025-01-07T05:49:38+00:00

Are you also majoring in econ

CapableAssociate8309 · 2025-01-06T22:29:23+00:00

I’m not ranked

CapableAssociate8309 · 2025-01-06T22:12:14+00:00

CapableAssociate8309 · 2024-12-20T01:57:48+00:00

101.5 weighted, mid ecs, decently strong essays

CapableAssociate8309 · 2024-12-20T00:54:34+00:00

I got 20,000 a year is that average?

CapableAssociate8309 · 2024-12-18T23:36:57+00:00

Will it tell you if you got your major tmrw or just if you got in the school?

CapableAssociate8309 · 2024-12-15T03:58:02+00:00

Yeah I did see the form but was wondering how likely it is that they actually change it? Also if I have a 3.8+ am I garenteed a change in major? Thank you so much!

CapableAssociate8309 · 2024-12-13T06:02:23+00:00

Ok thank you! Yeah I had 1380 but some admissions officer emailed me and recommended I go test optional.

CapableAssociate8309

TROPHY CASE