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  • PSX stock market index falls 3.3% in a week

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    The document contains information about the performance of two investment portfolios, passive and active, between October 23rd and 29th. The passive portfolio saw a rate of return of -2.847% over the period, while the active portfolio had a higher rate of return, with its total wealth increasing from ₹125,96,728.05 to ₹126,34,405.37, for a return of 0.02847%. Both portfolios saw declines in some holdings but overall gains in others.

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    The document contains information about the performance of two investment portfolios, passive and active, between October 23rd and 29th. The passive portfolio saw a rate of return of -2.847% over the period, while the active portfolio had a higher rate of return, with its total wealth increasing from ₹125,96,728.05 to ₹126,34,405.37, for a return of 0.02847%. Both portfolios saw declines in some holdings but overall gains in others.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    27 views8 pages

    PSX stock market index falls 3.3% in a week

    Uploaded by

    Abubakar
    The document contains information about the performance of two investment portfolios, passive and active, between October 23rd and 29th. The passive portfolio saw a rate of return of -2.847% over the period, while the active portfolio had a higher rate of return, with its total wealth increasing from ₹125,96,728.05 to ₹126,34,405.37, for a return of 0.02847%. Both portfolios saw declines in some holdings but overall gains in others.

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    © All Rights Reserved
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    of 8

    23rd October 2020

    PSX- 100 Index on Friday- 41266

    P No. of Shares Wealth (W)


    41266 251.24 10367669.84

    Rate of Return = (new wealth – old wealth)/ old wealth


    Rate of Return = (10021461.12 – 10367669.84) / 1036766
    = -0.03339 * 100
    = -3.339 %
    29th October 2020
    PSX- 100 Index on Thursday- 39888

    P No. of Shares Wealth (W)


    39888 251.24 10021461.12

    turn = (new wealth – old wealth)/ old wealth


    turn = (10021461.12 – 10367669.84) / 10367669.84
    = -0.03339 * 100
    = -3.339 %
    Passive Portfolio
    23rd October 2020

    Companies closing value (P)(Friday)

    Macter International Ltd. 145


    Cherat packaging Ltd. 204.77
    Engro Fertilizers Ltd. 66.04
    khyber Tobacco company Ltd. 349.38
    Unilever 13800
    Abbott Laboratories Ltd. 701.1
    Colgate Palmolive Ltd. 2835
    Mari Petroleum 1307.08
    Millat Tractors Limited 921.33
    Hallmark company Ltd. 90
    TOTAL WEALTH

    Passive Portfolio
    29th October 2020

    Companies closing value (P)(Thursday)

    Macter International Ltd. 117.11


    Cherat packaging Ltd. 207.65
    Engro Fertilizers Ltd. 64.38
    khyber Tobacco company Ltd. 355.68
    Unilever 12900
    Abbott Laboratories Ltd. 716.79
    Colgate Palmolive Ltd. 2835
    Mari Petroleum 1243.54
    Millat Tractors Limited 916.18
    Hallmark company Ltd. 90
    TOTAL WEALTH

    Rate of Return = (new wealth – old wealth)/ old wealt


    Rate of Return = (11763974.46 – 12108769.08) / 1210
    = -0.02847* 100
    = -2.847 %
    No. of shares bought Wealth

    2200 319000
    2000 409540
    5022 331652.88
    2250 786105
    310 4278000
    1200 841320
    500 1417500
    265 346376.2
    3500 3224655
    1718 154620
    12108769.08

    No. of shares bought Wealth

    2200 257642
    2000 415300
    5022 323316.36
    2250 800280
    310 3999000
    1200 860148
    500 1417500
    265 329538.1
    3500 3206630
    1718 154620
    11763974.46

    wealth – old wealth)/ old wealth


    63974.46 – 12108769.08) / 12108769.08
    02847* 100
    Active Portfolio
    23rd OCT 2020
    Companies closing value (P)(Friday)

    Allied Bank Limited 86.59


    Atlas Insurance Limited 57
    Shifa hospital 230.01
    Khyber Tobacco Company Ltd 286.99
    Apna Microfinance Bank Limited 22.97
    Nestle 6425
    Mitchells Fruit Farms Ltd 382.67
    Rafhan Maize Products Company Limited 8050
    Sapphire Textile Mills Limited 740.01
    Premier Sugar Mill 550
    Total Wealth

    Active Portfolio
    29th OCT 2020
    Companies closing value (P)(Thursday)

    Allied Bank Limited 80.71


    Atlas Insurance Limited 55.99
    Shifa hospital 217.09
    Khyber Tobacco Company Ltd 355.68
    Apna Microfinance Bank Limited 24.93
    Nestle 6399.8
    Mitchells Fruit Farms Ltd 507.46
    Rafhan Maize Products Company Limited 8200
    Sapphire Textile Mills Limited 823.25
    Premier Sugar Mill 526.56
    Total Wealth
    No. of shares bought Wealth

    80000 6927200
    17668 1007076
    800 184008
    2250 645727.5
    14841 340897.77
    300 1927500
    2902 1110508.34
    25 201250
    44 32560.44
    400 220000
    12596728.05

    No. of shares bought Wealth

    80000 6456800
    17668 989231.32
    800 173672
    2250 800280
    14841 369986.13
    300 1919940
    2902 1472648.92
    25 205000
    44 36223
    400 210624
    12634405.37

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