Portfolio Challenge: Round 1

Quibit · 81 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:13 am

Quibit

Senior Vice President - Equity Analytics

Posts : 2634
Join date : 2010-05-08

How to Calculate Your Capital Gain/Loss

% Gain/Loss per Share = (End Share Price - Start Share Price)/Start Share Price

Start Share Price = Share Price on 4th May 2011
End Share Price = Share Price on 31st May 2011

As per given method calculate gain or loss in respect of 5 shares you have selected.
Thereafter apply these percentages to your investment value to calculated your gain or loss in respect of each company and the total.

Example:

A Company - Investment X Percentage Gain/Loss = Gain/Loss from Company A
B Company - Investment X Percentage Gain/Loss = Gain/Loss from Company B
C Company - Investment X Percentage Gain/Loss = Gain/Loss from Company C
D Company - Investment X Percentage Gain/Loss = Gain/Loss from Company D
E Company - Investment X Percentage Gain/Loss = Gain/Loss from Company E

Aggregate of all Gains would give you the Total Portfolio Gain for the Period + Any Adjustment Required.

* Adjustment would be in respect of dividends etc. will be resolved as an when issues are raised by the members. All issues will be discussed and amicably resolved by the Moderators and Volunteers.

Gaja · 82 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:17 am

Gaja

Associate Director - Equity Analytics

Posts : 3127
Join date : 2011-01-27

@Quibit wrote:How to Calculate Your Capital Gain/Loss

% Gain/Loss per Share = (End Share Price - Start Share Price)/Start Share Price

Start Share Price = Share Price on 4th May 2011
End Share Price = Share Price on 31st May 2011

As per given method calculate gain or loss in respect of 5 shares you have selected.
Thereafter apply these percentages to your investment value to calculated your gain or loss in respect of each company and the total.

Example:

A Company - Investment X Percentage Gain/Loss = Gain/Loss from Company A
B Company - Investment X Percentage Gain/Loss = Gain/Loss from Company B
C Company - Investment X Percentage Gain/Loss = Gain/Loss from Company C
D Company - Investment X Percentage Gain/Loss = Gain/Loss from Company D
E Company - Investment X Percentage Gain/Loss = Gain/Loss from Company E

Aggregate of all Gains would give you the Total Portfolio Gain for the Period + Any Adjustment Required.

* Adjustment would be in respect of dividends etc. will be resolved as an when issues are raised by the members. All issues will be discussed and amicably resolved by the Moderators and Volunteers.

What will happen if i disposed it, when i feel it achieve its maximum, and if the value come down on 31st may

Quibit · 83 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:23 am

Quibit

Senior Vice President - Equity Analytics

Posts : 2634
Join date : 2010-05-08

@Gaja wrote:
What will happen if i disposed it, when i feel it achieve its maximum, and if the value come down on 31st may

Thanks Gaja!
Trading not allowed. I just added this to the Rules. Please clarify issues if any so that we could formulate an acceptable set of Rules for future reference.

Stefan · 84 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:26 am

Stefan

Senior Equity Analytic

Posts : 60
Join date : 2011-01-27

Interesting competition, here are my picks -

Gran - 500,000
RCL - 500,000

smallville · 85 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:28 am

smallville

Associate Director - Equity Analytics

Posts : 4119
Join date : 2011-02-03

@Gaja wrote:

@Quibit wrote:How to Calculate Your Capital Gain/Loss

% Gain/Loss per Share = (End Share Price - Start Share Price)/Start Share Price

Start Share Price = Share Price on 4th May 2011
End Share Price = Share Price on 31st May 2011

As per given method calculate gain or loss in respect of 5 shares you have selected.
Thereafter apply these percentages to your investment value to calculated your gain or loss in respect of each company and the total.

Example:

A Company - Investment X Percentage Gain/Loss = Gain/Loss from Company A
B Company - Investment X Percentage Gain/Loss = Gain/Loss from Company B
C Company - Investment X Percentage Gain/Loss = Gain/Loss from Company C
D Company - Investment X Percentage Gain/Loss = Gain/Loss from Company D
E Company - Investment X Percentage Gain/Loss = Gain/Loss from Company E

Aggregate of all Gains would give you the Total Portfolio Gain for the Period + Any Adjustment Required.

* Adjustment would be in respect of dividends etc. will be resolved as an when issues are raised by the members. All issues will be discussed and amicably resolved by the Moderators and Volunteers.

What will happen if i disposed it, when i feel it achieve its maximum, and if the value come down on 31st may

I have the same question.. I think most counters would go up by mid next week in anticipation of good results.. So what if we sell around 6-13 for a good gain???? I think 15th is the dead line for financials on main board companies (45 days from last Qtr)..

Given the scenarios that this competition starts on a market dip, theres a good possibility the counters would go up rapidly.. so keeping for one months would not be a wise move now Wink

So if someone sells in the middle and it further goes up, he lose the potential to get the max value.. but if his gain is more than the others by 31st, he should be the winner..

Quibi.. what do u think????

Slstock · 86 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:29 am

Slstock

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@Quibit wrote:

@Gaja wrote:
What will happen if i disposed it, when i feel it achieve its maximum, and if the value come down on 31st may

Thanks Gaja!
Trading not allowed. I just added this to the Rules. Please clarify issues if any so that we could formulate an acceptable set of Rules for future reference.

Good point Gaja. Quibi, also it should be made clear that the end of the last day price matter or the highest price it reached within the period.

Example X share pirce now is Y
On may 20th X share price is Y + Rs 50
On May 31st X share price is Y+ 20.

According to current rules it appears that if a price of a share goes up in the middle and comes down on the last day it is just too bad. So a investor need some luck that it stays highest at the end of the Month to succeed ? This can get tricky.

wmdcf · 87 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:50 am

wmdcf

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@banarahu wrote:

@StocksWatch wrote:Despite the recent set back, many seems to still believe in chicken sector

I'm a vegetarian

I'm also vegetarian, so away from chicken sector Smile

Quibit · 88 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 11:00 am

Quibit

Senior Vice President - Equity Analytics

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Join date : 2010-05-08

We could allow entire portfolio value together with the gains made in round 1 to be reinvested in 5 new stocks when the next round begins in June? This will make the competition more interesting whilst allowing stock switching according to company results and market sentiments.

We could have 10 rounds to complete one season. All new seasons will commence on the Home Base with all participant having to start afresh with equal investment values.

We could also include a 'portfolio value' option in the member profile so that all members can display virtual portfolio value as per the competition in their profile.

What do you guys say?

Last edited by Quibit on Mon May 02, 2011 11:13 am; edited 2 times in total

StocksWatch · 89 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 11:07 am

StocksWatch

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This is getting really excited now...Weldone Quibi...I hope the current rule that we can invest in 1 to 5 companies still applies. I changed my mind and put all my eggs in one basket Rolling Eyes

Last edited by StocksWatch on Mon May 02, 2011 11:12 am; edited 1 time in total (Reason for editing : Spelling)

Monster · 90 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 11:36 am

Monster

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@Quibit wrote:We could allow entire portfolio value together with the gains made in round 1 to be reinvested in 5 new stocks when the next round begins in June? This will make the competition more interesting whilst allowing stock switching according to company results and market sentiments.

We could have 10 rounds to complete one season. All new seasons will commence on the Home Base with all participant having to start afresh with equal investment values.

We could also include a 'portfolio value' option in the member profile so that all members can display virtual portfolio value as per the competition in their profile.

What do you guys say?

This is interesting. I was not intent to participate this competition. But now I changed my mind. Wink

avilon · 91 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 11:52 am

avilon

Senior Equity Analytic

Posts : 64
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Join date : 2011-04-22

TAFL -200,000/-
CFLB -200,000/-
LOLC -200,000/-
COCO.N -200,000/-
ARPI.N -200,000/-

janakathush · 92 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 12:09 pm

janakathush

Stock Trader

Posts : 3
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Join date : 2011-01-26

CFLB - 300,000/-
PEG - 200,000/-
SEMB15 - 300,000/-
KOTA - 200,000/-

TuskerLK · 93 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 12:45 pm

TuskerLK

Senior Manager - Equity Analytics

Posts : 403
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Join date : 2011-03-08

My picks are

PAP - 700,000
FLCH - 300,000

Less diversification, which means higher risk, hoping to end up with higher return as well
Very Happy

SL.Market · 94 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 1:06 pm

SL.Market

Vice President - Equity Analytics

Posts : 1340
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Join date : 2011-03-15
Location : Colombo

KAPI =>200k
DPL =>300K
MULL =>100K
YORK =>200K
MADU =>200K

Last edited by SL.Market on Wed May 04, 2011 2:43 pm; edited 2 times in total

Investor · 95 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 1:27 pm

Investor

Stock Trader

Posts : 1
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Join date : 2011-03-03
Location : Colombo, Sri Lanka

BFL - 435,000
KGAL - 200,000
GRAN - 150,000
RICH - 135,000
PCH - 80,000

Backstage · 96 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 1:33 pm

Backstage

Moderator

Posts : 677
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Location : Kotte

FLCH - 200,000
EBCR - 200,000
CINV - 200,000
CIT - 200,000
LFIN - 200,000

Last edited by Backstage on Wed May 04, 2011 2:51 pm; edited 1 time in total (Reason for editing : My allowed edit.)

godswen · 97 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 1:44 pm

godswen

Senior Manager - Equity Analytics

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BTW are we allowed to invest in only one stock? Or in less than five counters?
If so I will have to change my virtual portfolio Wink

StocksWatch · 98 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 1:45 pm

StocksWatch

Assistant Vice President - Equity Analytics

Posts : 720
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@godswen wrote:BTW are we allowed to invest in only one stock? Or in less than five counters?
If so I will have to change my virtual portfolio

It seems yes. I changed mine from 5 to 1.

Aro · 99 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 2:06 pm

Aro

Equity Analytic

Posts : 24
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LCEY - 400k
LOLC - 200K
LFIN - 200K
PAP - 200K

Last edited by Aro on Mon May 02, 2011 6:58 pm; edited 1 time in total (Reason for editing : Re thinking of Portfolio)

kumaramcr · **100** Re: Portfolio Challenge: Round 1 Mon May 02, 2011 2:16 pm

kumaramcr

Equity Analytic

Posts : 36
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Join date : 2011-02-24

Mine are..........

NTB Rs.100,000
ECL Rs.200,000
VPEL Rs.300,000
MULL Rs.200,000
RHTL Rs.200,000

CHASE · **101** Re: Portfolio Challenge: Round 1 Mon May 02, 2011 2:46 pm

CHASE

Manager - Equity Analytics

Posts : 167
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I would do

CIC 250,000.00
NTB 250,000.00
CDB 250,000.00
UBC 250,000.00

Chears

Quibit · **102** Re: Portfolio Challenge: Round 1 Mon May 02, 2011 3:17 pm

Quibit

Senior Vice President - Equity Analytics

Posts : 2634
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Join date : 2010-05-08

Can anyone of the volunteers/members undertake to compute a worksheet as per the format given below;

Portfolio Challenge: Round 1 - Page 5 Portfo10

Last edited by Quibit on Mon May 02, 2011 3:27 pm; edited 1 time in total

SL.Market · **103** Re: Portfolio Challenge: Round 1 Mon May 02, 2011 3:27 pm

SL.Market

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Posts : 1340
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Location : Colombo

@Quibit wrote:Can anyone of the volunteers undertake to compute a worksheet as per the format given below;

Of Course....

After 4th I will update this and forward you...

Quibit · **104** Re: Portfolio Challenge: Round 1 Mon May 02, 2011 3:33 pm

Quibit

Senior Vice President - Equity Analytics

Posts : 2634
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Join date : 2010-05-08

Hey SL.Market,

Thanks. your gesture is very much appreciated......
I will email you the format so that you could enter the data accordingly.
This computation would be very interesting as it will indicate the most favorite stocks.

Together we will publish this statement any day after the entry deadline of 4th May and followed by the final computation after 31st May 2011.

I am sure there will be few more members who would help us.

Qubi

Last edited by Quibit on Mon May 02, 2011 3:39 pm; edited 1 time in total

FIRE123 · **105** Re: Portfolio Challenge: Round 1 Mon May 02, 2011 3:39 pm

FIRE123

Manager - Equity Analytics

Posts : 115
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Join date : 2011-03-02
Location : Colombo

pch-250000
cinv-250000
greg.n-200000
kota-100000
cflb-200000

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Portfolio Challenge: Round 1

81 Re: Portfolio Challenge: Round 1 Mon May 02, 2011 10:13 am

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