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RUCHIKA SINGH PORTFOLIO 1955xlsx

The document appears to be tracking an investment simulation over 7 weeks involving purchases and sales of shares of various companies. It includes tables showing the initial investments, shares bought and sold each week, ending portfolio values, and annualized returns. Key companies in the portfolio include Maruti Suzuki, TCS, HUL, and Tata Motors. The simulation aims to track changes in the value of the portfolio over time based on stock price fluctuations.

Uploaded by

Ruchika Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
60 views14 pages

RUCHIKA SINGH PORTFOLIO 1955xlsx

The document appears to be tracking an investment simulation over 7 weeks involving purchases and sales of shares of various companies. It includes tables showing the initial investments, shares bought and sold each week, ending portfolio values, and annualized returns. Key companies in the portfolio include Maruti Suzuki, TCS, HUL, and Tata Motors. The simulation aims to track changes in the value of the portfolio over time based on stock price fluctuations.

Uploaded by

Ruchika Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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INVESTMENT SIMULATION

#REF! #REF! No. of shares bought/sold

Sold Bought #REF!


Initial Investments
Maruti Suzuki 10
TCS 50
HUL 50
Tata Motors 200

During First Week


Maruti Suzuki 10
TCS 50
HUL 50
Tata Motors 200
maruti suzuki 60
tcs 40
hul 60
sun pharma 250

During 2nd Week


maruti suzuki 60
tcs 40
hul 60
dr reddy 100
amber 50
crompton 450
sun pharma 250

During 3rd Week


dr reddy 100
amber 50
crompton 450

During 4th Week


During 5th Week

During 6th Week

During 7th Week


Price per Amount Paid Amount received Reasons/assumptions for
share for purchase on sale purchase/sale

7190.1 71901 0 Indicators


2288.8 114440 Technical graphs
2124.65 106232.5 SELF ANALYSIS
147.8 29560 0 Technical graphs
0 0
0 0
0 0
0 0
0 0
0 0
7295 72950
2373.7 118685
2159 107950
148.4 29680
7295 437700 0
2373.7 94948 0
2159 129540 0
505.4 126350 0
0 0
0 0
6956.75 0 417405 SIGNAL OF TREND REVERSAL
2457.5 0 98300 SIGNAL OF TREND REVERSAL
2099 0 125940 SIGNAL OF TREND REVERSAL
5333.35 533335 0 SIGNAL OF TREND REVERSAL
2037.85 101892.5 0 SIGNAL OF TREND REVERSAL
279.7 125865 0 SIGNAL OF TREND REVERSAL
523.85 0 130962.5
0 0
0 0
0 0
0 0
5112 0 511200 SELF ANALYSIS
1944 0 97200 SELF ANALYSIS
260 0 117000 SELF ANALYSIS
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Source of information

Money Control
Money Control
Money Control
Money Control

Money Control
Money Control
Money Control
Money Control
Money Control

Money Control
Money Control
Money Control
PORTFOLIO VALUE
*Insert rows if required

Initial Portfolio as on 4th Sept.


2020

Company* No. of Shares held


Maruti Suzuki 10
TCS 50
HUL 50
Tata Motors 200

Add Cash Balance at the end of week, if


any
Value of Portfolio

At the End of 1st week [Closing NSE


price on 11th Sep. 2020]

Company No. of Shares held


maruti suzuki 60
hul 60
tcs 40
sun pharma 250

Add Cash Balance at the end of week, if


any

Value of Portfolio

At the End of 2nd week [Closing


NSE price on 18th Sep. 2020}

Company No. of Shares held


dr reddy 100
amber 50
crompton 450
Add Cash Balance at the end of week, if
any

Value of Portfolio

At the End of 3rd week [Closing


NSE price on 25th Sep. 2020]

Company No. of Shares held


dr reddy 100
amber 50
crompton 450

Add Cash Balance at the end of week, if


any

Value of Portfolio

At the End of 4th week [Closing


NSE price on 25th Sep. 2020]

Company No. of Shares held

Add Cash Balance at the end of week, if


any

Value of Portfolio

At the End of 5th week [Closing


NSE price on 1st Oct. 2020]

Company No. of Shares held


Add Cash Balance at the end of week, if
any

Value of Portfolio

At the End of 6th week [Closing


NSE price on 9th Oct. 2020]

Company No. of Shares held

Add Cash Balance at the end of week, if


any

Value of Portfolio

At the End of 7th week [Closing


NSE price on 16th Oct. 2020]

Company No. of Shares held

Add Cash Balance at the end of week, if


any

Value of Portfolio
Current Price per share Current Value
7,190.10 71,901.00
2,288.80 114,440.00
2,124.65 106,232.50
147.80 29,560.00
-
-

677,866.50
1,000,000.00

Current Price per share Current Value


7295 437700
2159 129540
2373.7 94948
505.4 126350
0

218593.5
Annualised Portfolio
1007131.5 Return %

Current Price per share Current Value


5333.35 533335
2037.85 101892.5
279.7 125865

761092.5
230109
Annualised Portfolio
991201.5 Return %

Current Price per share Current Value


5112 511200
1944 97200
260 117000

230109
Annualised Portfolio
955509 Return %

Current Price per share Current Value

Annualised Portfolio
0 Return %

Current Price per share Current Value


Annualised Portfolio
0 Return %

Current Price per share Current Value

Annualised Portfolio
0 Return %

Current Price per share Current Value

Annualised Portfolio
0 Return %
37.0838
-82.249438

-187.24851

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