FIN 506: Business Finance-I

Assignment – I (trading activity version)

Instructor: Dr. Mohsin Khawaja
Due date: 28 November 2021
Background
This assignment requires students to take the role of an investor and carry out trades in the stock market.
As an investor, you apply your judgement about which stocks to choose, how much to invest, and what
strategy to apply as you go about investing. You will not be judged by your returns (positive or negative).
Instead, a clearly explained strategy and a concise report with relevant details are expected.

Requirements
As part of your investment activity, you are required to submit a report with two components:
(1) A description of the trading activity you performed. This should not exceed 2 pages. The
description can include details about the following:
a. Strategy: The stocks you chose and why you chose them.
b. Performance: What gains and/or losses you incurred over the analyzed period.
c. Analysis: Add your opinion about where your strategy worked and where you could
improve if you were to invest in the future.

(2) An appendix with the official report/screenshot displaying your trades. The appendix is required
but does not add to the 2-page limit for your report. The duration of your trades to be analyzed will
start 25 October 2021 until 28 November 2021. The dates can be flexible by a few days given the
circumstances.

A professional report will have a brief introduction and concluding remarks. The assignment contributes
10% of your overall grade. Please be reminded that the choice of this version of the assignment is
completely voluntary for the students.