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M. Hamza Nawaz
KiranIdrees
Ayesha Iqbal
Week 3
Passive Portfolio
Number of
Serial No Company Po (Rs.) Wo (Rs.) P1 (Rs.) W1 (Rs)
Shares
Where
W1 = Wealth calculated by number of shares multiplied by closed prices of 29th January 2014
= 98,307,836
Return
= -0.81%
MARKET PORTFOLIO
22nd January, 2014
No of Artificial shares Purchased = 100,000,000/27,015.10
= 3,702
Number
Serial of Po P1
No Company Shares (Rs.) Wo (Rs.) (Rs.) W1 (Rs)
= Rs. 153,846
Ending Owners Equity (Week 3) = Market Value of Shares Loan Interest Paid
= Rs. 98,806,712
= (98,806,712 104,047,583)/104,047,583
= -93.1%
Active Portfolio
Number of Po P1
Shares (Rs.) Wo (Rs.) (Rs.) W1 (Rs.)
1 OGDCL 186,500 279.91 52,203,215 271.27 50,591,855
2 Fauji Cement 282800 16.17 4,572,876 16.07 4,544,596
3 Maple Leaf 279,000 29.32 8,180,280 28.41 7,926,390
4 PSO 57,500 344.84 19,828,300 330.65 19,012,375
Netsol
5 Technologies 529,000 48.26 25,529,540 46.4 24,545,600
Stocks Traded
Stocks Sold: A large portion of our investment is made in OGDCL, which was purchased at a
price above its average of the previous 52 weeks. Now, we believe that its prices will continue to
fall as they have witnessed the maximum in the past weeks, so to avoid further loss we are
selling its shares and are diversifying with investments in other stocks.
Stocks Purchased: Overall, as of 29th January, 2014 the Market Index has fall and the prices
of stocks have fallen. We believe that these prices and the overall index can increase in near
future and thus we are diversifying our investment in 4 stocks. The amount received from the
sale of OGDCL stock is invested in purchasing the stocks of Engro Foods, Engro Corp, Fauji
Fertilizer and Attock Petroleum. We are buying these stocks because we believe that at current
prices they are undervalued and will rise in near future.
Table after Trading:
Number
of
Company Name Shares Po (Rs.) Wo (Rs.)
1 Fauji Cement 282,800 16.07 4,544,596
2 Maple Leaf 279,000 28.41 7,926,390
3 PSO 57,500 330.65 19,012,375
Netsol
4 Technologies 529,000 46.4 24,545,600
5 Attock Refinery 107,500 213.92 22,996,400
6 Engro Foods 120,537 104.93 12,647,947