The Incredibles: Investment Diary 2019

Agrawal, Ashish and Roy, Judhajit and Lal, Nancy and Abraham, Nipun The Incredibles: Investment Diary 2019. TAPMI, Manipal.

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The main aim of The Incredibles was to generate capital gain through investing in a diversified portfolio of stocks with strong fundamentals and decent upside potential. The team was provided with a corpus of INR 1,50,000/- to invest. The overall investment horizon was 14 weeks, starting November 27th, 2018. There was a restriction on trading with derivatives, commodities, currencies and foreign exchange. There was no speculative trading involved in the whole process and each investment decision is backed by solid research and analysis. We believed in fundamental investment and therefore would only liquidate the portfolio if there is some fundamental divergence in the stocks from what was previously analyzed and anticipated, or if there is any major macroeconomic disturbance that has the potential to harm the market in the short term. As such, there was no churning of the portfolio for the entire duration of this project and all the positions were treated in line with our philosophy. The entire duration of the course was marked by learning opportunities for the entire team, which will be earmarked throughout this report.

Item Type: TAPMI Special Reports
Subjects: Finance
Finance > Investments
Divisions: Finance and Strategy
Depositing User: Mr. Muralidhara D
Date Deposited: 02 Jun 2020 06:58
Last Modified: 02 Jun 2020 06:58

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