The Bottom Line: Investment Diary 2019

Johnson, Junitha and Gupta, Animesh and Nair, Durga and Badal, Pramitha Singh The Bottom Line: Investment Diary 2019. TAPMI, Manipal.

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The Team Bottom Line followed the Investment Philosophy of practicing active investment by picking fundamentally strong stocks (based on certain filters) that were strong performers in their respective Sectors (Winners over losers). We were provided with a corpus of Rs. 150,000 to be invested only in equity segment. We had an investment horizon of 4 months and we spent approximately two months doing research and forming the investment strategy. During the preparation period of the course (once all paperwork was completed), we had to present our findings and the progress in developing an investment strategy weekly to Prof. Madhu Veeraraghavan. Our first and foremost task was to set an Investment Philosophy and to perform a high-level research on the Economic factors affecting the market such as the Indian & Global economic outlook for the year 2018-19. Once the philosophy was finalized and we had built an outlook towards the market our next task was to establish an investment methodology which comprised of the methodology to set the fundamental filters and sector selection. After selecting the sectors and applying the filters, we had to design a portfolio from the stocks which were shortlisted. We performed a comprehensive exercise of designing an optimized portfolio based on training of the past data. Once we established the weightage, we had to design a risk management strategy and the entry-exit strategy. Once we invested the corpus, our portfolio was strictly monitored by our mentor in form of weekly performance reports and we recorded all our actions in a Trade Diary. In the following sections we shall elaborate the process mentioned above, and lastly give a detailed performance analysis of our portfolio and our learnings/challenges in brief. One of our biggest learning was a humbling experience given by the market and the predominant role of randomness in the world of stock markets.

Item Type: TAPMI Special Reports
Subjects: Finance
Finance > Investments
Divisions: Finance and Strategy
Depositing User: Mr. Muralidhara D
Date Deposited: 03 Jun 2020 04:04
Last Modified: 03 Jun 2020 04:07

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