1 assesment20001stSemester.ppt

BUS5/3900 Financial computation Assessment 60% Exam 7.5% Tutorial Participation :Role Taken 10% Group Assignment 5% Two presentations 5% Final Report : ??/??/?? 15% Individual Assignment: HANDOUT ??/??/??  DUE ??/??/?? 7.5% One Class Test (1 hour) :??/??/?? Group Project The Problem: You Have $50,000 AUD. Collectively you must invest the money. Each week, based on you reading of the financial press, buy new shares or sell old shares try and make a profit: Calculate and track the value of your portfolio using the close of day share price on Wednesday. 0.5% for trades Five Groups. Elect a Group Leader Responsible for gathering final report. No Reports on Day of Test. Group Project Presentation Each week my a member of EACH Group (Five at Break). Try and have the same tutorial as the rest of your group so that you can discuss changes in portfolio, ideally this is made by consensus however the person giving the Report on the day has the final say. Presentation cannot exceed 2 minutes (about three overheads). Explain what portfolio changes you have made and why? Track the value of your portfolio each week! Group Report Justify the changes with reading of the financial press. Make references to the articles in your report: The Australian Financial Review The Economist The Age/Australian .au .au Group Report at end of Semester (easiest way to combine each separate weekly report and write an introduction and conclusion) . Top-down Investment structure Stocks and Sectors to invest Structure of three presentation overheads First Overhead : Industry Summary. Of the three sectors what weight did you give to each and why? Second Overhead: Report of changes to portfolio. Which stocks bought/sold? Profit/Loss on trade. Of the two stocks available which one did you choose and why? Third Overheard: Cumulative $ Profit/Loss for all weeks. Overview of BUS59/3900 Financial Instruments (A) Equities (1) ??/??/?? (2) ??/??/?? (3) ??/??/?. (3) ??/??/??  (4) ??/?