Imagine you have been allocated $100,000 which is to be invested in 8 companies listed on the Australian Stock Exchange (ASX). You are required to have a balanced portfolio between shares of companies from two different sectors i.e., mining, industrial, etc. ? the balance may be based 9
on the dollar amount of your investment, or the number of companies invested under each
Your imaginary investment must commence no later than Monday 20 August 2012. You will
need to record the name of each company that you invest in, the number of shares acquired on
that date, and the amount of money invested in each company up to the total amount of $100,000.
You can ?acquire? your shares any time up until Monday 20 August 2012. For the requirements
of this assignment, ignore brokerage expenses and taxes.
The shares that you have acquired will be treated as being sold on Friday 5 Oct 2012.
At the end of the investment period (Friday 5 Oct 2012) you are to prepare a report on each
company in which you have invested. Your report should include the following:
? Full name of each company in your portfolio
? Period of Investment (Date of ?acquisition? and Date of ?sale?)
? Dollar amount invested and number of shares acquired in each company
? A review of each company within your portfolio. This should include movements in
share prices during the investment period (including plot of the share prices) and any other additional information which is relevant to each company, e.g. matters related to potential or actual takeovers or other matters of commercial interest. Plot the daily movements in share prices of each of your investment companies based on the acquisition
price of your shares listed on the A.S.X.
? The financial year you have selected for beta analysis, which may be the financial year end of 2010 OR 2011 or both, if required to compare with your calculated beta.
? The beta coefficient for ONE of the companies from each sector of your choice (ie, ONE
of industrial companies AND ONE of the mining companies you have selected in the
financial year you have selected), together with an interpretation of these coefficients.
? Analysis of portfolio risk and return (depending on your requirement to complete the
? A summary of how financially successful your investment was over the period taking into account your purchase price for each investment compared to the selling price for each investment, your gain or loss on each investment, and your gain or loss overall, i.e.
the gain or loss on your portfolio. Included in your summary you must show which
classification of investment offered a greater return ? ie, Industrial shares or Mining 10
shares. Considering the concepts of risk and return, in which classification of shares would you prefer to invest in the future?
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