[go: up one dir, main page]
Scribd
Upload
12 views3 pages

Stock Portfolio

The document outlines a stock trading strategy with specific investments in Bharat Airtel, ICICI Bank, and Tata Consumer Products. Key learnings emphasize the importance of sector analysis, diversification to mitigate losses, and the necessity of monitoring stock prices through spreadsheets. The performance results indicate mixed outcomes, with profits from Bharat Airtel and Tata Consumer Products, but a loss from ICICI Bank, highlighting the need for careful stock selection.

Uploaded by

Mounika
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
12 views3 pages

Stock Portfolio

The document outlines a stock trading strategy with specific investments in Bharat Airtel, ICICI Bank, and Tata Consumer Products. Key learnings emphasize the importance of sector analysis, diversification to mitigate losses, and the necessity of monitoring stock prices through spreadsheets. The performance results indicate mixed outcomes, with profits from Bharat Airtel and Tata Consumer Products, but a loss from ICICI Bank, highlighting the need for careful stock selection.

Uploaded by

Mounika
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
You are on page 1/ 3

Building a stock Portfolio - Stock Trading Strategy E

Stock Name Current Price Amount Invested Shares Purchased

Bharat Airtel 1627.15 50441.65 31

ICICI Bank 1300.1 32502.5 25

Tata consumer products 958.65 16297.05 17

Learnings

1) When we are investing, we need to analyse sector wise trends before investing. Here out of th
on how companies in that sector are performing. It will have impact on the portfolio profit.

2) Diversification will help in reducing the amount of total loss as some amout of loss gets offset

3) I learned how to monitor and analyse stock prices everyday by maintaing spreadsheet.

4) From the loss I got from ICICI, Ilearnt the importance of choosing right stocks by doing in dept
tfolio - Stock Trading Strategy Exercise

Current price Current value Result

1641.05 50872.55 430.9 profit

1234.1 30852.5 1650 loss

960.5 16328.5 31.45 profit

before investing. Here out of three sectors I chose, in telecom sector - Bharat Airtel, I got more loss. So sector analysis will help us to have
pact on the portfolio profit.

ome amout of loss gets offset by the profit.

maintaing spreadsheet.

g right stocks by doing in depth research about company performance.


or analysis will help us to have idea

You might also like