crim paper
STOCKTRAK REPORT
An Experience in Trading Stocks
Prepared for:
Arakel A. Arisian
Finance 120 – Fall 2013
Prepared by:
Harminder Singh
4-30-14
MW 4-6pm
PAPER SHOULD BE SINGLE SPACED WITH DOUBLE SPACED TEXT IN BETWEEN PARAGRAPHS
I. Introduction - >1page
a. How much previous experience trading stocks do you have?
I have been trading stocks one month prior to taking Finace 120 I was introduced to the stock market by a family member whom convinced me to invest my savings rather than just let it sit in the bank.
b. What is your interest level and why?
My interest level for stock trading is pretty high. I enjoy waking up in the morning to see how my stocks are doing and if there is opportunity available for me to get into other stocks.
c. Goals for this exercise
To expand my understanding of the stock market because I deal with most the OTC market and I wanted to experience the Nasdaq, S&p 500, and Dow Jones.
d. SUMMARY OF RESULTS
i. Date of first trade
Feb-11-2014
ii. S&P 500 index value on day prior to first trade
$1799.84
iii. End value of portfolio
$117,339.63
iv. Percentage return of portfolio and S&P500 index
17.38% portfolio return and the S&P500 index was
v. Portfolio beta
vi. Overall ranking
1
II. Investment Philosophy – 2 to 3 pages
a. Investor Assumptions
i. Risk tolerance
My risk tolerance was a 8 I was planning on winning the stocktrak game. I c ii. Time horizon
3 months iii. Financial goals/purpose
My goal was to buy companies around $5 and buy as much shares as possible. I was looking into the companies financials and how much OS and AS the company had. I would buy when news came out or if I heard a rumor about the company.
b. Market Status and Assumptions- information about the market
i. Current level – what is the S&P500 at today?
$1869.43
ii. Time of market – bull vs bear
The time I was
An Experience in Trading Stocks
Prepared for:
Arakel A. Arisian
Finance 120 – Fall 2013
Prepared by:
Harminder Singh
4-30-14
MW 4-6pm
PAPER SHOULD BE SINGLE SPACED WITH DOUBLE SPACED TEXT IN BETWEEN PARAGRAPHS
I. Introduction - >1page
a. How much previous experience trading stocks do you have?
I have been trading stocks one month prior to taking Finace 120 I was introduced to the stock market by a family member whom convinced me to invest my savings rather than just let it sit in the bank.
b. What is your interest level and why?
My interest level for stock trading is pretty high. I enjoy waking up in the morning to see how my stocks are doing and if there is opportunity available for me to get into other stocks.
c. Goals for this exercise
To expand my understanding of the stock market because I deal with most the OTC market and I wanted to experience the Nasdaq, S&p 500, and Dow Jones.
d. SUMMARY OF RESULTS
i. Date of first trade
Feb-11-2014
ii. S&P 500 index value on day prior to first trade
$1799.84
iii. End value of portfolio
$117,339.63
iv. Percentage return of portfolio and S&P500 index
17.38% portfolio return and the S&P500 index was
v. Portfolio beta
vi. Overall ranking
1
II. Investment Philosophy – 2 to 3 pages
a. Investor Assumptions
i. Risk tolerance
My risk tolerance was a 8 I was planning on winning the stocktrak game. I c ii. Time horizon
3 months iii. Financial goals/purpose
My goal was to buy companies around $5 and buy as much shares as possible. I was looking into the companies financials and how much OS and AS the company had. I would buy when news came out or if I heard a rumor about the company.
b. Market Status and Assumptions- information about the market
i. Current level – what is the S&P500 at today?
$1869.43
ii. Time of market – bull vs bear
The time I was