2. INVESTMENT PORTFOLIO PROJECT. Table of Contents. INV

Added on - 18 Sep 2019

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1INVESTMENT PORTFOLIO PROJECT
2Table of ContentsINVESTMENT STRATEGY3FIRST SECURITY TO ENTER THE PORTFOLIO3-5COMPUTATIONS5-6FINANCIAL RATIOS ANALYSIS6-7
3Investment Objective:The Fund seeks to provide long capital appreciation.Principal Investment Strategies:The Fund invests 95% of its assets in stocks of companies across varies industries depending uponthe boom in the market for a particular industry. Once the benefits are reaped from that industry, thefunds are taken out and invested in other industry. This helps in gaining the industry specific profitsand appreciating the capital of the Fund. Ultimately resulting in increase of the value of theportfolio in the hands of investors.First Security to enter into Portfolio:Nike is the first security to enter into portfolio.The PE Ratio of the Stock is at 22.76 times it Earnings Per Share which is to stay that the stock istrading at 22.76 time its Earnings.The Financial Highlights of the stock are provided below:
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