Financial Planning Projec

Financial Planning Project Assignment “ Investment Simulation “ Individual “ Due 10.00pm ( Singapore Time) 17th November 2015 Investment Trading “ (25%) The investment trading simulation allows students to learn about share, fund management, foreign currency and interest bearing securities trading in a controlled/simulated environment. This simulation gives you a sum of S$300,000 imaginary money and allows you to purchase or sell investments in all companies listed on the Singapore Exchange (SGX) and other markets in Singapore and overseas markets. You are to start on the 28th September 2015 (Monday) and your last trading day is the 13th November (Friday) 2015. You are required to undertake imaginary transactions and record all the transactions that you undertake. You can purchase any instrument that the SGX and other main markets in Singapore and overseas, so it is not just shares. .For example when you purchase a share you will need to record the purchase price (this can be obtained by checking the price on the web.). Transaction cost will depend on the broker you use to undertake the transaction, thus ignore brokerage. A suggested format for recording your transactions is shown below (you may choose to record other relevant items): Date Transaction Research Undertaken and reason to trade Total Cost/Revenue Excluding brokerage Gain/Loss on Transaction Bank Balance 28th September 2015 Deposit S$300,000 into the trading Bank Account S$300,000 30h September Purchased 500 Singtel shares @ S$30 per share I bought these shares because¦¦ S$15,000 S$285,000 2nd October Sold 500 Singtel shares for S$40 I sold the shares because¦ S$20,000 Capital gain S$5,000. S$305,000 Assessment Requirements 1. During the 6 weeks you submit your trades ( and reasoning) each week on Blackboard in the Assignment 2 folder. Failing to submit each week will be heavily penalized At the completion of the simulation (13 November 2015) you are required to submit 2. Trading Diary “ You are to keep a diary of your trades and reasons for trading. The diary should detail the following for each trade: a) Date b) Company c) Research Undertaken and thus the reason for the trade d) Other information The diary must be detailed enough so reasons for trading are clearly shown and justified. Any trading strategies must be explained and examples of the strategy must be within your trades. 3. Trading Review “ A written review of no more than 1500 words detailing a) what the simulation taught you about trading b) a review of your trading psychology including “ What affected your trading? “ Did your trading match your risk profile? “ Preference “ fundamental or technical analysis- why and how? “ How did you select the instruments for your portfolio? “ How successful were you? The Trading Diary and Review are due by 10.00pm (Singapore time) 17th November 2015. You are to submit your assignment on line on Blackboard in the submission folder under assessments. If possible present the assignment in pdf format. Make sure that the format can be easily printed. NOTE: MAKING A LARGE PROFIT DOES NOT MEAN A GOOD GRADE. Student Name: Missing Poor Average Good Excellent Writing Skills Clear language Written to approp.audience 0 0.5 1 1.5 2 Grammar, spelling and does it make sense? Review What simulation taught you about trading and yourself 0 0.8 1.5 2.3 3 Trading psychology: Trading strategy 0 0.8 1.5 2.3 3 What affected your trading 0 0.8 1.5 2.3 3 Did trading match your risk profile 0 0.8 1.5 2.3 3 Analysis of trading and trading strategy 0 0.8 1.5 2.3 3 How successful was I? 0 1 1.5 2 3 Diary Appropriate information such as date purchased, research undertaken, basis of trade, other relevant information recorded 0 0.8 1.5 2.3 3 Used above information appropriately in formulating the review 0 0 0.5 1 2 Total Marks( out of 25) Deduct marks for poor referencing ( max) -3 Deduct marks for poor presentation (max) -3 Comments Result FIN30007 Financial Planning Project Assignment 2 -­ Investment Simulation Weekly submission on Blackboard “ deduct 1 marks for each missing week Sem 2 2015 For a custom paper on the above topic, place your order now! What We Offer: ¢ On-time delivery guarantee ¢ PhD-level writers ¢ Automatic plagiarism check ¢ 100% money-back guarantee ¢ 100% Privacy and Confidentiality ¢ High Quality custom-written papers