Investment Challenge Stock Picks

So I'm participating in an Investment Challenge at my school and we've been given $100,000 to invest in an equities only portfolio that will be tracked over a 30-day period starting on Monday. Below I've listed what we've chosen for our picks and I was just curious as to what you guys think about our selections. Check it out and give me some feedback.

BTW- We were only allowed to allocate our money thru percentages so I'll put the percentage allocation next to each ticker and the price as of yesterday's close.

Apple (AAPL):__________________________19.0% ($95.00 @200) Yucheng Technologies (YTEC):____________7.5% ($7.51 @1000) Intel Corp (INTC):______________________7.0% ($14.01 @500) Bristol Myers Squibb (BMY):_____________4.2% ($21.45 @200) McDonald's (MCD): _____________________21.0% ($60.87 @350) Emerson Electric (EMR): ________________3.2% ($31.95 @100) Altria (MO):____________________________3.0% ($15.02 @200) Wal-Mart (WMT): _______________________21.0% ($54.79 @400) Johnson & Johnson (JNJ):_______________11.0% ($58.79 @200)

7 Comments
 

I like it! Lots of economic goodwill in these companies. That's where I would have my money if I had to put it in stocks.

 

You only have 30 days so I'd definitely pick up companies with a decent amount of vol. Can you go long only? If you're adventurous you might want to try a play on an auto bailout... perhaps Ford or Chrysler since it looks like GM would go bankrupt first.

Jack: They’re all former investment bankers who were laid off from that economic crisis that Nancy Pelosi caused. They have zero real world skills, but God they work hard. -30 Rock
 
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