FINAL REPORT:

In this project we have to invest, build portfolio, and try to know in which business we have to
invest that we can gain maximum return. We have different types of business which is short-
term and long- term (stock, bond, commodities, T-bills etc.)

We invest in these businesses and build portfolio and use strategy to calculate which business
have maximum return.

Suppose we have 50k to invest in different types of business. So we invest in short –term
business (stock). In stock we invest in different types of security to get return.

We invest in stock because we have lots of benefits like

 We earn high returns

 Liquidity
 Diversification
 Investing to help to save on taxes
 Protect your wealth from inflation
 stability

Firstly we invest in four securities and calculate their return. Then which securities have low
return we revise this security use active strategy. We revise them 5, 10 or after 30 days. But if
any securities have high return so we don’t have to revise it, or revise in this way we again invest
on the same security.

We have two security hacolos and Mari, In this security; we invest 60%in hacolos and 40% in
Mari. We gain maximum return so we again invest in these security, and calculate their further
calculation likes sharp ratio Jason Alpha, Tenor Measure, m-square.