Transcript
Summer & Spring Consultant Group
Chiu Cheuk Yin 2010033550
Brandon Kwan 2011971448
Ng Wai Hang 2010008270
Kwok Sai Kit 2010046868
FINA2802
STOCK-TRAK PRESENTATION
Presentation Flow
We have features for every step of the way
Portfolio Performance
Portfolio Strategies
Prospective vs.
Actual
Conclusion & Evaluation
Portfolio Performance
Value: 5,000,41020/09/2011
Value: 5,062,72617/10/2011
Value: 5,048,70224/10/2011
Value: 5,210,25704/11/2011
Ove
rall
Pe
rfo
rman
ce
•4.20%↑S&S
•4.36%↑HSI
•3.71%↑NASDAQ
Portfolio Strategies
Portfolio Strategies
BANK OF CHINA (3988.HK)ICBC (1398.HK)
+12.51%
+17.01%
Portfolio Strategies
GALAXY ENT(0027.HK)
+15.09%
Prospective vs. Actual
Prospected Asset Allocation vs. Actual
60%15%
10%
10%5%
Prospected Asset Allocation
Stocks
Gold
Cash
Fixed Income
Other
82.51%
17.49%
Actual Asset Allocation
Stocks
Gold
Prospected Geographical Allocation vs. Actual
29.35%
70.65%
Actual Geographical Allocation
Hong Kong
4 Conclusion & Evaluation
Wh
at have
we
learn
t?
• Trading is subject to some behavioral bias
– Disposition effect
sell shares whose price has increased while keeping assets that have dropped in value
– Overconfidence
• Wrong market timing
The use of Stock-Trak increasedyour understanding of investing ascompared to only exposure in alecture?
Would you recommendthat Stock-Trak be used in future sections of FINA2802?
FINA2802
STOCK-TRAK PRESENTATION
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