Assignment no 4

You are required to work in groups. Your group has to act as portfolio managers and devise your
own portfolio. Using the sources of your choice for instance, Pacra, JCR VIS, IIRA and Pakistan
stock exchange. Your group has 20 million (2 Crore) at your expense. Following are the points
that you have to cover in this assignment.

1. Your portfolio must contain both instruments of equity and debt. At least 30% of your
finances must be invested in instruments of debt.
2. You have to identify
2.1 Name of the organizations in whose equity instruments you are investing in.
2.2 The amount you are investing in them.
2.3 The dividend paid by the company last time.
2.4 Justification as to why you are investing in that instrument.
2.5 Rating of the instruments as per PACRA

S. no Company name Price per Amount Dividend PACRA

share invested paid last year rating
1
2

3. You have to identify

3.1 Name of the organizations in whose debt instruments you are investing.
3.2 Amount you are investing in them
3.3 Name of the debt instruments and its features
3.4 Annual interest rate being paid
3.5 Rating of the debt instruments as per PACRA
3.6 Justification as to why you are investing in the debt instruments of that particular
organization.

S. no Company name Price per Amount Interest paid PACRA

instrument invested last year rating
 1
2

You would conclude your assignment by identifying the total amount you would earn from the
debt instruments and the total amount you expect to earn from the equity instruments.