Independent University Bangladesh (IUB)

FIN-542: Investment and Portfolio Management

Summer-2023
An assignment on my investment portfolio in the Stock market

Submitted By:
Name: Shaon Chandra Saha
ID: 2231258

Submitted To:
Dr. Md. Taslim Uddin
Assistant Professor
School of Business and Entrepreneurship (SBE)
Independent University Bangladesh

Date: August 29, 2023

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 Portfolio of Shaon Chandra Saha, Code: R0649
From the first day so far, I have invested in 8 companies. Out of these eight, I have already sold
one company share. Based on risk, I have bought three categories of stocks which are low-risk,
moderate level of risk and high-risk. Some of the stocks I have bought thinking about the future.
Also, I have invested in some stocks for a short period of time (To hold for 3 to 5 days), just to
earn some profits through capital appreciation (The difference between buying and selling price
of the stock). I have followed so many fundamental criteria while I invested in stocks. The criteria
followed for buying shares of these companies are explained below:

1. Square Pharmaceuticals Ltd.- I purchased two shares of this company. I have invested in
Square Pharmaceuticals Ltd to think of long-term profitability. Its last 52-week price range is
BDT 209.80 - 215.90 and its last trading price was BDT 210.60. Its Market capitalization is
BDT 186686.583mn (Large-Cap), free float is 65.33%, Earning per share (EPS) is 20.51 which
is high, and the Dividend yield is 4.61. The most important factors P/E ratio and Beta
respectively 10.30 and 0.03 (which indicated less risk). I also followed the last 20, 50, 100,
and 200 days moving averages which were bullish. This company is an “A” category company.
I consider these criteria or data while investing here.
2. Jamuna Oil Company Limited- I purchased four shares of this company. This is one of my
future-oriented investments. I came to know about this company shares from one of my
relatives. It’s also an “A” category company. This company’s P/E ratio is 10.57 which is good.
And beta is 0.37 which indicates it’s not a risky investment. I also consider 52 weeks price
range and its last trading price, Market cap is BDT 19644.536mn (Large Cap), free float, EPS
is 16.87 and Dividend yield is 6.77. On 23 January 2023, this company provided 120% cash
dividend. I believe from this company I will be able to earn dividends if I hold these shares for
a long time as well as capital gain.
3. Premier Bank Ltd.- I purchased ten shares of this company. Its price-to-earnings ratio is 3.74
which is comparatively very low than other companies. It’s a less risky investment because of
its beta. The dividend yield is 9.4. It’s a large-cap company because its market cap is BDT
15787.919mn. However, this company’s stock is stuck at floor price. It’s also an “A” category
company. I believe when this company’s stock price is turned on from the floor price then I
will earn from capital gain as well as dividends that’s why I invest here.

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4. Peoples Insurance Company Ltd.- I purchased four shares of this company. I consider its
P/E ratio, beta, 52-week price range, last 100 days moving average conditions and last 6 months
return though it’s a small-cap company. I invest here because I want to hold their stock for a
few weeks after that I will sell these shares if the market price is higher than the buying price.
5. Fu Wang Food Ltd.- I purchased total 12 shares of Fu Wang Food. I didn’t do too much
analysis of fundamental data before buying the stock of this company. I just followed its market
price’s ups and downs. I wanted to make some profit and sell the shares. After a hold of 3 days,
I have sold out all 12 shares with 10% profit per share.
6. Intraco Refueling Station Limited- I invested in three shares of Intraco. It was a very risky
investment from my side. I invested here because of earned some good profit through capital
gain. Its last 52-week price range is BDT 29.10 - 54.90 and its last trading price was BDT 39.3.
I expected its stock price will grow up then I would sell it. This company’s last 6-month return
is 21.77% which is good though beta is so high it is 4.41. Moreover, it’s an A-category
company. I consider these things for buying these stocks.
7. Rupali Bank Ltd.- I purchased 6 shares of this company. I also invested here because of
earned some good profit through capital appreciation. Its last 52-week price range is BDT
25.20 - 38.40 and its last trading price was BDT 29.7. The stock price is now growing, after a
hold of a few weeks I will sell these stocks. This company’s last 6-month return is 20.63%
which is good, the beta is 0.9 it's fine. Moreover, it’s a B-category company. Also, it’s a large-
cap company. I consider these things.
8. Rupali Life Insurance Company Limited- I purchased only one share of this company. It’s
an A-category company. Its last 52-week price range is BDT 63.00 - 253.50 and its last trading
price was BDT 112.8. This means that the stock price will grow in future because last one year
the highest price was 253.50 which is more than double of current market price. It’s a risky
investment for me because the beta is 3.16 for this company. That indicates the market price
will fluctuate more frequently. There is the possibility of making profit as well as a loss. In the
last 6 months, Rupali Life Insurance Company Limited made a return of 32.91% and for the
last one-year return is 82.06%. It’s a mid-cap company. I consider all of these issues while
buying this stock.

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I believe individual investment decisions can vary widely based on personal preferences, risk
tolerance, and market conditions. In future, I will sell a few existing shares from my portfolio and
add new shares based on market conditions. This was all about my portfolio.