Report of Portfolio

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Portfolio

PORTFOLIO INVESTMENT
TERM PROJECT
SUBMITTED BY : HIRA HANIF (14158) M. AHMED (14181) PROGRAM : BBA 8A
SUBMITTED TO : SIR. MOHSIN ADHI SUBMISSION DATE : 23/5/2012

Table of Contents

TOPIC| PG NO|
ACKNOWLEDGEMENT4EXECUTIVE SUMMARY5YIELD CALCULATION6COMMODITIES GOLD…………………………………………………………………………………………………………………………………. US DOLLARS……………………………………………………………………………………………………………………….PSO……………………………………………………………………………………………………………………………………. OGDC………………………………………………………………………………………………………………………………… HBL…………………………………………………………………………………………………………………………………….RETURN & VARIANCE CALCULATION7CONCLUSION27| 04050607081011131537|

ACKNOWLEDGEMENT

The special thank goes to our helpful supervisor, Mr Mohsin Eidhi. The supervision and support that he gave truly help the progression and smoothness for this project. The co-operation is much indeed appreciated. All tasks for this project would be nothing without the enthusiasm and imagination from our teacher. Besides, this program made us realize the value of working together as a team and as a new experience in working environment, which challenges us every minute. The whole project really brought us together to appreciate the true value of financial processes been taken while making a portfolio of an organization.

ABSTRACT
Since asset allocation involves shares in funds of
securities, PORTFOLIO requires only aggregate knowledge about the properties of the securities in each fund; for example, it knows the average riskiness and rate of RETURN. for the entire fund, not for individual securities within it. This has three important

consequences. First, the program need not know thousands of
stocks and bonds individually and intimately. Second, since
aggregate figures change more slowly than those for individual securities, FOLIO can be kept current without perpetually changing parameter values for large numbers of securities. Third, the responsibility for security analysis

EXECUTIVE SUMMARY

The basic purpose for preparing this report is to have an outlook on the market portfolios of different organizations which helps us to understand what decisions need to be taken when making investments or a portfolio. The decision taken also helps in following: The investing markets, Analysis of Standard deviation and yields, The economic conditions & forecasting of company progresses. The basis of our portfolio is the companies enlisted at KSE30. The dividend yield settled as benchmark is also obtained from these companies. The calculations conducted resulted in developing our portfolio including companies PSO, OGDC and HBL with GOLD and US DOLLARS.

YIELD CALCULATION|
|
| Dividend %| Par Value| Dividend in Rs| Dividend Yield| HUBC| 25%| 10| 2.5| 6%|
FFBL| 35%| 10| 3.5| 7%|
ICI| 35%| 10| 3.5| 3%|
DGKC| 20%| 10| 2| 10%|
ENGRO GROUP| 20%| 10| 2| 2%|
PTC| 34%| 10| 3.35| 4%|
NBP| 75%| 10| 7.5| 19%|
AHCL| 30%| 10| 3| 12%|
FFC| 93%| 10| 9.25| 6%|
LUCK| 40%| 10| 4| 6%|
ATP| 115%| 10| 11.5| 3%|
ATRL| 0%| 10| 0| 0%|
MCB| 30%| 10| 3| 2%|
PSO| 100%| 10| 10| 4%|
LOTPA| 5%| 10| 0.5| 4%|
DAWH| 50%| 10| 5| 13%|
MTL| 475%| 10| 47.5| 11%|
NESTLE| 750%| 10| 75| 21%|
ULEVER| 210%| 50| 105| 2%|
NCL| 15%| 10| 1.5| 8%|
KAPCO| 30%| 10| 3| 7%|
BAHL| 20%| 10| 2| 7%|
HBL| 65%| 10| 6.5| 6%|
UBL| 15%| 10| 1.5| 3%|
POL| 100%| 10| 10| 3%|
PPL| 120%| 10| 12| 6%|
APL| 115%| 10| 11.5| 3%|
NML| 45%| 10| 4.5| 10%|
NRL| 200%| 10|...
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