Stock Portfolio

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Policy statement
• Risks and rewards of investing in the stock market
• How to diversify
• How to buy and sell stocks
Implement the plan by constructing the portfolio
• Different approaches for making the best stock selections – and when to buy or sell them • How to obtain information and analysis about companies and industries • How to read and interpret corporate financial and non-financial information Track the progress of the stocks

• How to track the progress of your stocks
• How to stay informed about any news or actions that may affect the value of your --stocks Performance evaluation

Mission statement
* Investing initial total amount of $10,000 equally into twelve different stocks * Diversifying our portfolio to decrease the portfolio risk to acceptable level * To increase the risk-adjusted return of our stock portfolio Risk profile

* Setting our cut-loss spot of portfolio in 5%. In addition, the cut-loss spot of individual stock is also set as 5% * After self-assessment, we conclude that we are moderate in portfolio, which means we don’t mind a little bit of fluctuation in our investment returns, but we would uncomfortable with significant ups and downs The criterions of stock selection

* Industry
* Undervalued industries in the market. For example, after economic crisis, mineral resources were undervalued * Potential development
* Company
* Financial stability
* Products and services were promising in the market
* Effectiveness in operations, referring to ROE data
* Outstanding performance and fast growth
* Stability in operations
* Beta between 0.5-2.5
The criterions of assets allocation (Diversification)
* To select stocks in different sectors and industries to diversify the portfolio *
* To select stocks with foreign business to reduce the country risk The timing of buying or selling stocks
* To evaluate the stock's value whether it is overvalued or undervalued; compare the price to the value (P/E, P/B ratios analysis) * Trend analysis of the company and the industry
* The expected favourable or bad news; the announced favourable or bad news * Combination with market index analysis
* Better substitutes for selection

Portfolio Result Summary
Portfolio Summary
Total Invested| $120,000|
Current Value (End of Nov.19th,2010)| $147,415.36|
Profit| $27,415.36|
Cash in hand (End of Nov.19th,2010) | $1.55|

Initial portfolio on Oct. 1st, 2010
No.| Company Name| Ticker| Sector| Closing price| Shares| Mkt value| 1| 5N Plus Inc.| VNP| Clean technology| 5.71| 1751| 9,998.21 | 2| Algoma Central Corporation| ALC| Transportation and Environmental Services | 90| 111| 9,990.00 | 3| Alliance Grain Traders Inc| AGT| Agriculture| 29.62| 337| 9,981.94 | 4| Canadian Tire Corporation Limited| CTC.A| Merchandising and Lodging| 56.79| 176| 9,995.04 | 5| Husky Energy Inc.| HSE| Oil and Gas| 25| 400| 10,000.00 | 6| Silvercorp Metals Inc.| SVM| Mining (China)| 8.49| 1177| 9,992.73 | 7| Cardiome Pharma Corp.| COM| Life science (Pharmacy)| 6.23| 1605| 9,999.15 | 8| Western Canadian Coal Corporation| WTN| Mining| 6.18| 1618| 9,999.24 | 9| Goodfellow Inc.| GDL| Industrial Products | 11.5| 869| 9,993.50 | 10| Consolidated Thompson Iron Mines Limited| CLM| Mining| 8.91| 1122| 9,997.02 | 11| Bank of Montreal| BMO| Financial Services| 59.12| 169| 9,991.28 | 12| Research In Motion Limited| RIM| Communications & Media| 51.2| 195| 9,984.00 | | Total value| | | | | 119,922.11 |

| Transaction fee| | | | | - |
| Cash in hand| | | | | 77.89 |
| Total | | | | | 120,000.00 |

Final portfolio on Nov. 19th, 2010
No.| Company Name| Ticker| Sector| Closing price| Shares| Mkt value| Cost| Gains/Loss| Gains/Loss%| 1| Pan American Silver Corp.| PAA| Mining| 37.78|...
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