Running head: STOCK TRADE REPORT 1

Stock Trade Report

Names

Institution
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Stock Trade Trak Report

General Description:

Investment management is a significant element that regulates the routine of the venture.

To accomplish well in the assortment, it is not only indispensable to cultivate individual venture

policies, but examining modern financial tendency is also vigorous. Stock-Trak is an accessible

assortment reproduction that consents students to attempt out diverse speculation schemes and

correspondingly get a needle on knowledge in coming against the actual marketplace transaction

circumstances are. Stock trading was set to begin on Monday, Jan. 25th and end on Friday, April

9th making a total of 11 week trading period. Every investment will be active up to Friday,

February 5th. For it to be taken as active, at least in 66 transactions in the portfolio and ten

transactions in the mutual fund portfolio should be finished.

The weekly report of T-bill Yield stock offered a competitor development. It is depicted

that the stock price was failed in the 6th weeks in the portfolio period and that time id when the T-

bill Yield releases its 3rd quarter financial statements. The financers notably satisfied with the

income statement as they expected to at least improve given that other information technology

companies posted a good performance in their 3rd quarter. Nevertheless, I made a mistake that I

did was that failing to follow closely on the financial statements of the company keenly hence I

did not attain the stock price that was prevailing in the market. Through following eagerly to the

trending activities and evaluating the financial statement, shareholders can maximize the returns

and thus become familiar with the market performance.

The stock is not only pretentious by core bases such as business act. Consequently,

reasoning prejudice in the stock marketplace is additional problematic to overwhelmed. Single of

the reasoning biases is bullishness. Persons incline to be overoptimistic of their varieties and failure
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for the effectiveness to exploit their proceeds. My recent present venture involvement on T-bill

Yield stock, I unexploited the highest of the regular price and misplaced the chance to advance a

better profit. The routine of T-bill Yield stock had obtainable a robust tendency of continuous

development previously the deteriorating of the routine value. However, I remained overoptimistic

that this predisposing tendency would continue constant whereas outstanding to this boldness, I

deserted to recompense adjacent consideration to none.

a. Trading Account: The main aim of this portfolio is to accumulate the most wealth and that

every person will begin with 200 transactions. The trading account establishes a least possible

of three possibilities points, three future points, one dumpy sale of stock, and a least possible

of three 40 overall transactions. However, at least, it was expected that three operations in

every week to be carried in those five weeks. I also traded the stock, options, futures, bonds,

mutual funds, and international stocks. A maximum of 25% of the equity was put at one point.

The minimum of the stock nonetheless that was allowed to be traded had a minimum price of

$3.00 or higher. It also had a permanent commission of $10 on every transaction.

b. Mutual Fund Account: The other portfolio was limited to 20 transactions and was mainly set

for buy and hold. Therefore, the investment portfolio required to be controlled using certain

goals in the background which should be the same as those of mutual funds. It also needed an

authorization list of goals.

Evaluation of performance versus the market

On aggregate, my performance in the market was average. I got positive results in most

of the simulation other than the final weeks. In my last week of the simulation, I managed to

attain a mean of 0.81% profit concerning the marketplace yield of 1.04%. During the month of

January, I successfully managed to get two weeks of positive returns though below the market
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performance. My portfolio after the end of the fourth weeks is starting falling as my HPR

became negative. After the terms of the six weeks, I was still not able to achieve the market

performance and my investment uprightly deteriorated in value. I believe that I could have had

much time in the simulation then I could have managed to complete up with a positive return

again and might have even attained much beyond the market index.

Best and worse selection

My investment portfolio indicated that the most return particularly was my F stock,

which is Fork Motor Company. The two major successful stocks that are hardly giving

profit/loss included T-bill Yield, HPR_P, and AHPR_P. I, however, noticed that most of the

traded stocks were doing well in the market as compared to the other venture. I also found that

majority of the organization were making profits from the portfolio management that they had

invested as I can be noted in the table provided below.

Portfolio Management Chart

Portfolio Value
$1,200,000.00

$1,000,000.00

$800,000.00

$600,000.00

$400,000.00

$200,000.00

$0.00
1/5/2017 1/25/2017 2/14/2017 3/6/2017 3/26/2017 4/15/2017

Portfolio Management data

Week Portfolio T-bill Yield HPR_P AHPR_P P (%) P (%)

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value (%) (%) (%)

0 100,000 1470.68 0.0007 - - - -
1 100,810.82 1492.51 0.0600 0.8108 52.1849 1.4843 115.155
2 101,693.36 1507.84 0.0630 1.6934 54.7418 2.5267 91.3216
3 100,201.98 1511.29 0.0700 0.202 3.5593 2.7613 60.3418
4 100,280.53 1519.13 0.0830 0.5295 7.1069 3.2944 52.4045
5 101,529.60 1530.94 0.1000 1.2806 14.1493 4.0974 51.8364
6 102,043.87 1496.94 0.1100 2.0439 191663 1.7856 16.5772
7 102,746.92 1539.79 0.0850 2.7469 22.2997 4.6992 40.6534
8 103,557.03 1552.48 0.0920 3.557 25.5068 5.5621 42.1677
9 103,960.64 1548.34 0.0700 3.9606 25.1598 5.2806 34.624
10 105,566.25 1562.85 0.0720 5.5663 32.535 6.2672 37.1751
11 106,003.65 1570.25 0.0680 6.0036 31.7342 6.7703 36.2994
12 104,474.05 1588.85 0.0550 4.4741 20.8843 8.0351 39.78