Stock Portfolio Management

Running head: STOCK PORTFOLIO MANAGEMENT
STOCK PORTFOLIO MANAGEMENT
Name of the Student:
Name of the University:
Author Note

1STOCK PORTFOLIO MANAGEMENT
Table of Contents
Introduction................................................................................................................................2
Evaluation..................................................................................................................................3
1. A Weekly percentage change.................................................................................................3
1. B Portfolio Performance........................................................................................................5
2. Effect of Australian market in Australia based MNCs..........................................................6
3. A Effect of respected foreign market in the foreign stocks...................................................7
3. B Correlation between the foreign stock prices.....................................................................9
3. C Effect of Australian market in the foreign stocks.............................................................10
4. Effect of foreign currency exchange rate in Australian companies.....................................11
A. Woolworths Group Limited................................................................................................11
B. Wesfarmers Limited............................................................................................................11
5. Effect of local currency exchange rate in foreign companies.............................................12
B. Airxpanders Inc...................................................................................................................12
Conclusion................................................................................................................................13
References and Bibliography...................................................................................................14

2STOCK PORTFOLIO MANAGEMENT
Introduction
The report titled “Stock Portfolio Management” is prepared to manage the portfolio
of the selected stock. Here, the chosen multination company of Australia are Wesfarmers and
Woolworths ltd. The both are Australian company and listed in the Australian Security
Exchange. The other two companies are selected to complete this report are Air New Zealand
Limited and the Airxpanders Inc. The Air New Zealand is the New Zealand based company
while the Airxpanders Inc. is an American company but both the companies are listed in the
Australian Security Exchange as foreign companies. The report maintain the portfolio for all
the four company for the eight week commencing from the 22nd March 2019 to 3rd May 2019.
This report evaluates the performance of the each company at the end of the each week.
Further, this paper report the changes in the stock prices price of the every company in the
end of the each week along with the reason for this change. This report also compare the
performance of the companies with the ASX200 performance. Then, the report analyse the
effect of the Australian market in the all four companies as well as the foreign market effect
in the selected companies. Lastly, the report analyse the effect of change in the foreign
exchange rate in the chosen Australian company along with the effect of change in the
Australian exchange rate in the performance of the selected foreign companies.
Australian Based MNC
Name of company Ticker symbol Amount of
Investment
Price per share at
purchase (22
March 2019)
Woolworths Group
Limited
WOW A$ 10,000 A$ 30.51
Wesfarmers Limited WES A$ 10,000 A$ 34.80

3STOCK PORTFOLIO MANAGEMENT
Foreign stock (ADRs)
Name of company Ticker symbol Amount of
Investment
Price per share at
purchase (22
March 2019)
Air New Zealand
Limited
AIZ A$ 10,000 A$ 2.25
Airxpanders Inc. AXP A$ 10,000 A$ 0.031
Evaluation
1. A Weekly percentage change
Week 1 ended on 22nd March 2019
Name of Company Stock price at end
of the week
Percentage change
in stock
Primary Reason
1. Woolworths
Group
Limited
A$ 30.51 0.9% Increase in sale
2. Wesfarmers
Limited
A$ 34.80 0.7% Recession in
Australian Retail
Market
3. Air New
Zealand
Limited
A$ 2.25 -0.9% Registration mistake
4. Airxpanders
Inc.
A$ 0.031 -13.9% Recession in
Australian market
Portfolio (average) A$ 16.90 -3.3%
Week 2 ended on 29th March 2019
Name of Company Stock price at end
of the week
Percentage change
in stock
Primary Reason
1. Woolworths
Group
Limited
A$ 30.40 -0.4% Recession in
Australian Retail
Market
2. Wesfarmers
Limited
A$ 34.65 -0.4% Company bids A$
1.1 Billion for rare
earth miner Lynas
3. Air New
Zealand
Limited
A$ 2.43 8.0% High rate of
dividend
4. Airxpanders
Inc.
A$ 0.035 12.9% Insider increase in
their holdings
Portfolio (average) A$ 16.87 5.0%