Stock Track Trading Investment Philosophy
- description of the investment philosophy
- execution of your investment strategy
- evaluation of your performance
- documentation of your investments
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Symbol |
Description |
Quantity |
Currency |
LastPrice |
PricePaid |
DayChange |
ProfitLoss |
MarketValue |
ProfitLossPercentage |
AG |
First Majestic Silver Corp. |
25 |
USD |
7.07 |
10.15 |
0.00 |
-77.00 |
176.75 |
-30.34 |
ALB |
Albemarle Corporation |
200 |
USD |
67.02 |
96.34 |
0.00 |
-5,864.00 |
13404 |
-30.43 |
BABA |
Alibaba Group Holding Ltd - ADR |
106 |
USD |
196.37 |
205.98 |
0.00 |
-1,018.66 |
20815.22 |
-4.67 |
FNV |
Franco-Nevada Corporation |
44 |
USD |
113.69 |
118.89 |
0.00 |
-228.80 |
5002.36 |
-4.37 |
GOLD |
Barrick Gold Corporation |
247 |
USD |
22.51 |
21.41 |
0.00 |
271.70 |
5559.97 |
5.14 |
NEM |
Newmont Mining Corporation (Holding Company) |
120 |
USD |
57.31 |
49.5 |
0.00 |
937.20 |
6877.2 |
15.78 |
S |
Sprint Corporation |
1469 |
USD |
8.62 |
8.45 |
0.00 |
249.73 |
12662.78 |
2.01 |
SPCE |
Virgin Galactic Holdings, Inc |
410 |
USD |
15.27 |
33.95 |
0.00 |
-7,658.80 |
6260.7 |
-55.02 |
STMP |
Stamps.com Inc. |
60 |
USD |
138.41 |
149.03 |
0.00 |
-637.20 |
8304.6 |
-7.13 |
TSLA |
Tesla Inc |
8 |
USD |
573 |
848.34 |
0.00 |
-2,202.72 |
4584 |
-32.46 |
Stock Track Trading
Student’s Name:
University Affiliation
Investment Philosophy
For an investor to make proper decisions for investment, he/she needs to possess principles that act as guidelines in the process of making those decisions. The investor philosophy would rely on the quantity, costs, prices and returns. This reduces risks through diversification. The NEM, Gold and S have been under-priced with $49.5, $21.41 and $8.45 respectively. The demand for these is low due under rated prices leading to low supplies. High demand for other stocks would cause dilution of their prices and possible losses as seen with BABA, FNV and TSLA priced $205.98, $118.89 and $848.34 respectively.
The investor ought to have a skewed approach in the analysis of these stocks and make a prediction of price changes in the short run due to their volatility. A trade analysis should be keenly analysed before determining of quantity to put at stake. A volatile stock would lead to huge loss when a large quantity is invested. For example, SPCE with 410 units had a sharp price change from $15.27 to $33.95. Such a change is significant to act rationally and sceptical.
Execution of Investment Strategy
This is getting your strategic plan of your investment done. For an investment strategy to be executed; this will entail cost effective, under-pricing and arbitrage strategies. The three strategies will help the investor in hedging against risks of stock volatility in the market. According to Dash, Rajashree, & Pradipta (2016), arbitrage which would involve the buying under-priced stocks would lead to a stock trade margin when the stock trends exhibit positive price changes.
This is seen with NEM, Gold and S,...