ASSIGMENT #01

NAME: RUMAISA SIDDIQUI

ENROLLMENT: 02-111221-089
COURSE: FINANCIAL MANAGEMENT
CLASS: BBA 5-A
Investopedia stimulator:
The Investopedia Simulator is an online platform provided by Investopedia, a leading financial
education website. It allows users to practice trading stocks, options, and other securities in a
simulated environment without risking real money. The simulator provides a realistic trading
experience by using real-time market data and allowing users to create and manage virtual
portfolios. Users can test investment strategies, learn about the stock market, and gain practical
experience in trading before engaging in actual investing
Trading
When I was purchasing company shares in investopedia simulator, I typically consider several
factors to make informed decisions:
I have strategically invested in various companies using the Investopedia simulator, considering
factors such as company valuation and market trends. This report outlines my investment choices
and the rationale behind them.
ACCOUNT DEBT:
PORTFOLIO:
ACCOUNT VALUE
$100,256.79
ANNUAL RETURN
8.88%
BUYING POWER
$86,301.54
CASH
$72,346.29
TRADE HISTORY:
Trading days: 15 days
Total gain: $580
STOCK HOLDING:
No of stock holding:
1.GOOGL
Total value: $13,541.500
Quantity:100
Total loss: -$244.00 (0.87%)
2.USLM:
Total value: $14,369.500
Quantity:100
Total gain: $58
I am holding these stocks because there is a chance that these shares price will increase in future.
Company name: Meta platform inc. ordinary shares A
Company ticket: META
Reason for buy: They offer a range of server, storage, and networking solutions tailored for
enterprise and data center use. Perhaps you saw potential growth in the demand for data center
solutions, driven by the increasing need for cloud services and big data processing.
Company name: Toyota motors
Company ticket: TM
Reason for buy: I saw their financial sheets and ROA and ROI I saw good performance so, I
thought that their share price give profit in future that’s why I was buy.
Company name: American expo co.
Company ticket: AXP
Reason for buy: I saw AXP has Highest forecast is predicted by the yahoo finance of 235 thats
way I bought these shares.
Company name: alphabet inc..
Company ticket: GOOGL
Reason for buy: it's a market leader and software company I think that it's do not have Long term
loss In future and it can ability to revive their stock easily.

DEBT
ACCOUNT
symbo quantit trade
date transaction share price total value
l y type
26-02-2024 1 UNH $483.50 50 sell $24,175.00
27-02-2024 2 TM $245.91 50 sell $12,295.00
27-02-2024 3 META $503.75 30 sell $15,112.00
29-02-2024 4 AXP $216.50 50 sell $10,825.00
3/3/2024 5 GOOGL $138.43 100 buy $13,843.00
7/3/2014 6 USLM $286.23 50 buy $14,300.00

ACCOUNT EQUITY:
Portfolio:
ACCOUNT VALUE
$99,500.25
ANNUAL RETURN
-15.32%
BUYING POWER
$88,233.25
CASH
$76,966.25
TRADE HISTORY:
Trading days: 7 days
Total gain: $183
STOCK HOLDING:
Quantity: 50
Loss: -$499.75 (-2.17%)
I am holding these stocks because there is a chance that these shares price will increase in future.
 EQUITY
ACCOUNT
transactio quantit trade total
date n symbol share price y type value
28-02-2024 1 CABO $460.68 50 buy 23,034
2/3/2024 2 A $138.51 100 sell 13,851

References:
I invested after the Analization of several factors of these different companies like fundamental
factors, valuation, and market research from BBC, CNBC, and YAHOO FINANCE.These all are
the references give me idea to invest in these different companies
Conclusion:
In conclusion, my investment decisions are guided by a comprehensive understanding of
company fundamentals and market dynamics. I remain committed to monitoring and adjusting
my portfolio based on evolving market conditions and opportunities for growth