finance report
COLLEGE OF BUSINESS PRINCIPLES IF INVESTMENT DEPARTMENT OF FINANACE FIN320 PROJECT– Spring 2023 / 2024 ======================================================================================================================== Trading Period: Starts at 00:01 on Feb. 5th, 2024, Ends at 23:59 on May 10th, 2024 Report Due Date: May 17th, 2024 at 23:59 The purpose of this project is to allow you to develop your investment portfolio management skills during the course. The relevance to this course is that the stock market and investment activity of all types is heavily dependent upon, influenced by and controlled by participants in the Financial Markets and the Financial Institutions that are part of the Financial Markets. 1) Groups of two students need to be formed, all members must be from one section (mixing students from two sections is not allowed), the names of group members must be reported in the shared Google sheet using the link below (one group member can do this on behalf of all other members): https://docs.google.com/spreadsheets/d/15jCBmuzjLg4S3b6eX2VLSZQOxzBMTYx00V11C8fFgI/edit?usp=sharing 2) You need to register at www.stocktak.com. There is a student fee of approximately $33 (can be shared by the two students for each group). The stock track registration link is: https://www.stocktrak.com:443/members/register?session=FIN320TERM20232 ** When you register state explicitly the name of the two group members. 3) You will be granted $250,000 of initial investable cash. You must select stocks from a minimum of 5 different industries (such as Technology, Health Care, Financials, Utilities, Energy and Natural Resources, Retailing, Manufacturing, etc.). You should invest no more than 10% of your initial investable capital in any one stock and no more than 20% in any one industry. 4) You will be allowed up to 400 stock trades during the program period of 8 weeks. You can register immediately and all participating students must be registered by October 1, 2023. The commission on stock trades will be $10.00 per trade. 5) Daily follow up, you need to be prepared for a daily discussion about your portfolio. I will choose a group and ask them to talk about their portfolio performance and their decisions. 6) Final Report Requirements: i- The project grade will be based on your efforts at constructing and managing your investment portfolio. Your grade will be based on how much analytical effort and consistency of rationale vis a vis your investment profile and objectives at the outset that you put forth as summarized in your final report. The report should include: • A statement of your investment profile and objectives. Although the primary portfolio management goal is maximization of the investment return, your profile and objectives should incorporate specifics such as specific rate of return targets, risk COLLEGE OF BUSINESS PRINCIPLES IF INVESTMENT DEPARTMENT OF FINANACE FIN320 PROJECT– Spring 2023 / 2024 ======================================================================================================================== • • • • appetite, stock allocation limits and targets, macroeconomic indicators that you will watch, market trends analysis, industry knowledge and more. Portfolio Construction: Decision factors in Constructing and Managing your Portfolio. That should involve industry trends and developments, company earnings, economic developments, competitive challenges or opportunities, merger and acquisition activity and more. Portfolio Performance: Detailed analysis of how your portfolio performed during the project period. Your base line for assessing your performance should be your Investment profile. Your analysis should state how you made your decisions on trades and investments and what the factors were that led to your decisions. your Final Report. Reference: Retain a record of the sources of information that you used to make your investment decisions during the project including copies of articles, analyst reports, annual reports, quarterly reports, etc. I may ask to see the information that you used to make a stock purchase or sale. Concluding Remarks: You need to answer the following questions: a) Given your experience with this portfolio construction and management and your investment profile and objectives, what would you do different if you could start over, if anything. b) What were the 2 or 3 most interesting, difficult or surprising aspects of managing your portfolio relative to dealing with stock price performance (changes) during the term? c) What were the most accessible and helpful sources of information that you relied on to assess your stock performance to assist you in making trade decisions. 7) The project grades is allocated as follows: 7 points for the quality of portfolio management (as reported by the final report) 3 points for the final report presentation. IMPORTANT NOTE: It is not necessary that both team members will receive the same grade, the grade will be based on your engagements and the expected knowledge you accumulated.
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