Investment Management

Investment Simulation 2 Instructions

Objective: The objective of this simulation is to give you some experience in trading with
different types of orders.
Requirement: You must EXECUTE a minimum of 20 trades (not just place orders) with at
least three order executions of each of the available order types
You should execute these trades on at least five different stocks available on Virtual
Stock Exchange. This simulation is a compulsory requirement for all (INDIVIDUAL

ASSIGNMENT)
Simulation Game Details: Here are the details to join the simulation game;
Simulation Web Site: http://www.marketwatch.com/game/2s2015

Game Name: 2s2015

Password: welcome (Remember to enter the password to join the game)

Do understand that you may have to place multiple orders and revise them in order to
achieve the minimum numbers of trade of each type as required to complete this
assignment. This is because your orders may not get executed depending on the
specified trigger.

Report:
Submit a report showing the various types of orders executed. Please follow the format given
below: This report is due on 21 July, 2015 (through email).
(Report Format)
Simulation: 2 Investment Management
Student name: xxx
Reg. No.: xxx

Member of the Group No: xxx

1. Trades
Order Type

Stock

Ticker

Placed Volume Value

Executed

Volume Value

Buy
Buy
.
.
.
Buy

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

Sell
Sell
.
.
.
Sell

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

Short sell
Short sell
.
.
.
Short sell

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

Margin trade
Margin trade
.
.
.
Margin trade

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

Limit order
Limit order
.
.
.
Limit order

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

Stop loss trades xxx

Stop loss trades xxx
.
.
.
Stop loss trades xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx
xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

xxx

Sum:

2. Final position
Stock Ticker No. of Stocks
End market price
xxx xxx xxx
xxx
xxx
xxx xxx xxx
xxx
xxx
.
.
.
xxx xxx xxx
xxx
xxx
Sum
xxx
xxx
Cash
xxx
Ending value of holdings including cash
Minus:
Opening position (allocate fund)
Total gain or loss
xxx
Add: total transaction costs
Total gain or loss without transaction cost

End Market Value

xxx
xxx
xxx
xxx

3. Observations:

4. ANNEXURE:
Attach the following towards the end of your report
1. SCREENSHOT OF THE SCREEN SHOWING TRANSACTIONS
2. SCREENSHOT OF THE SCREEN SHOWING END PORTFOLIO HOLDINGS