Finance Report
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FORMATofWeeklyReport.docxWeekly Report 1 (Oct. 30, 2017 - Nov. 3, 2017)
Name:
1. Performance Analysis
1.1. Firm-Specific Analysis
A: High P/E Stocks Portfolio
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Tickers Symbols |
$ Capital Gain/Loss |
% Capital Gain/Loss |
Stocks to Sell ($sales) |
New stocks ($value) |
Evaluation (Good/Bad) |
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Portfolio |
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Mention what stock(s) significantly cause the change (gain/loss) in the value of this portfolio and explain what happened to the firm(s). Note that there always is a reason on why stock prices change. Try to identify the firm-specific news (not the market news) and evaluate your selection on the stocks.
B: Glamour Stocks Portfolio
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Tickers Symbols |
$ Capital Gain/Loss |
% Capital Gain/Loss |
Stocks to Sell ($sales) |
New stocks ($value) |
Evaluation (Good/Bad) |
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Mention what stock(s) significantly cause the change (gain/loss) in the value of this portfolio and explain what happened to the firm(s). Try to identify the firm-specific news (not the market news) and evaluate your selection on the stocks.
C: Growth Stocks Portfolio
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Tickers Symbols |
$ Capital Gain/Loss |
% Capital Gain/Loss |
Stocks to Sell ($sales) |
New stocks ($value) |
Evaluation (Good/Bad) |
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AA |
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BB |
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Portfolio |
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Mention what stock(s) significantly cause the change (gain/loss) in the value of this portfolio and explain what happened to the firm(s). Try to identify the firm-specific news (not the market news) and evaluate your selection on the stocks.
D: Value Stocks Portfolio
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Tickers Symbols |
$ Capital Gain/Loss |
% Capital Gain/Loss |
Stocks to Sell ($sales) |
New stocks ($value) |
Evaluation (Good/Bad) |
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AA |
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BB |
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Portfolio |
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Mention what stock(s) significantly cause the change (gain/loss) in the value of this portfolio and explain what happened to the firm(s). Try to identify the firm-specific news (not the market news) and evaluate your selection on the stocks.
E: Your Own Portfolio
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Tickers Symbols |
$ Capital Gain/Loss |
% Capital Gain/Loss |
Stocks to Sell ($sales) |
New stocks ($value) |
Evaluation (Good/Bad) |
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AA |
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BB |
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Portfolio |
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Mention what stock(s) significantly cause the change (gain/loss) in the value of this portfolio and explain what happened to the firm(s). Try to identify the firm-specific news (not the market news) and evaluate your selection on the stocks.
1.2. Market Analysis
First, identify any economic events or political news and evaluate them in terms of a positive, negative, or neutral impact on the stock markets. Then, mention which stocks and portfolios were affected by these events in what direction. Pay attentions to the news about the oil prices, commodity prices, the changes in macroeconomic indicators, the world economy, the Chinese economy, currency exchange rates, etc.
2. Charts
% Returns
Date
Put the daily returns of all five portfolios in one chart.
