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Investment Simulation Project

In: Business and Management

Submitted By ftzahra
Words 3910
Pages 16
COURSE: FIN 435
SECTION: 3
GROUP: 3

INVESTMENT SIMULATION PROJECT

NORTH SOUTH UNIVERSITY

INVESTMENT SIMULATION PROJECT

PREPARED FOR
Saif Rahman (SfR)
Lecturer

COURSE: FIN 435
SECTION: 03
GROUP: 03

PREPARED BY NAME | ID | Md. Sarwar Hossain | 0930068030 | Fatima Tuz Zahra | 0930785530 | Ahmed Aman Yousoof | 0930274530 | Yakin Reza | 0930042030 | Naima Rahman | 0930283030 |

Date of Submission: August 08, 2012

TABLE OF CONTENTS | | | Executive Summary | 03 | Introduction | 04 | Objective | 04 | Asset Allocation | 05 | Macroeconomic & Industrial Scene | 07 | Diversification | 07 | Trading Strategies & Economic Rationale for Selecting Stocks | 07 | Portfolio Performance | 10 | Holding Period Return | 13 | Portfolio Risk & Return | 14 | Security Market Line | 15 | Lessons Learned from Trading | 16 | Conclusion | 17 | References | 18 | Appendix | 19 |

Executive Summary
The investment simulation project is a fictitious investment in the Dhaka Stock Exchange that started from June 4, 2012 and ended on August 01, 2012 over a period of two months and separated in three phases. The initial investment in the portfolio was around BDT 1,000,000. The objective of the project was to maximize the after tax wealth through a well diversified portfolio. Given the consistent market fall at the Dhaka Stock Exchange since our investment period, we could not profit from the investment, nevertheless, we were able to improve performance over time with the help of the knowledge on finance and investment.
In the first phase (June 4 – June 21) of the project we invested the amount totaling to BDT 999,203 in 15 companies from 11 different industries. We made our investment decision based on basic investing…...

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