Stock -Trak Trading Assignment

Front page:

Team name, student reference number for each member of the group and the total word count.

Executive summary:

Approximately 300 words summarising your investment policy, the trading environment, trading performance and conclusions.

Investment policy:

Firstly give a general outline of the investment style of your team, including your attitude to risk, the ways you will manage risk as well as any financial targets you have.

Secondly explain the theories that you will use to select individual stocks to buy or sell. This is may include fundamental analysis, technical analysis as well as portfolio and risk management theory. It is expected that you will refer to books and a range of other sources for this information, please ensure you use Harvard referencing for this.

Asset selection:

This will include how you analysed and selected particular stocks or other assets to trade. Relevant financial and other details about these companies should be included to justify your trading, (randomly selecting shares will not gain marks). It is also important that you are consistent with the general principles set out in your investment policy, for example if you state that your investment policy is low risk but you select only high risk shares this would not make sense.

This section should also refer to and link to the record you keep of your trading meetings that are included in the appendices.

Performance review:

Discuss whether the trading went according to what you expected or hoped for and any possible reasons why it did not happen as you expected. (Note that trading rarely goes to plan so do not be disappointed if this happens but try to identify why