Financial Planning Project
Assignment – Investment Simulation – Individual – Due 10.00pm ( Singapore Time) 17th
November 2015
Investment Trading – (25%)
The investment trading simulation allows students to learn about share, fund management, foreign
currency and interest bearing securities trading in a controlled/simulated environment. This simulation
gives you a sum of S$300,000 imaginary money and allows you to “purchase” or “sell” investments in all
companies listed on the Singapore Exchange (SGX) and other markets in Singapore and overseas
markets. You are to start on the 28th September 2015 (Monday) and your last trading day is the
13th November (Friday) 2015.
You are required to undertake imaginary transactions and record all the transactions that you undertake.
You can purchase any instrument that the SGX and other main markets in Singapore and overseas, so
it is not just shares. .For example when you “purchase” a share you will need to record the purchase
price (this can be obtained by checking the price on the web.). Transaction cost will depend on the
“broker” you use to undertake the transaction, thus ignore brokerage. A suggested format for recording
your transactions is shown below (you may choose to record other relevant items):
Date Transaction Research
Undertaken
and reason
to trade
Total
Cost/Revenue
Excluding
brokerage
Gain/Loss on
Transaction
Bank
Balance
28th September
2015
Deposit
S$300,000 into
the trading Bank
Account
S$300,000
30h September
Purchased 500
Singtel shares
@ S$30 per
share
I bought
these shares
because……
S$15,000 S$285,000
2nd October
Sold 500 Singtel
shares for S$40
I sold the
shares
because…
S$20,000
Capital gain
S$5,000.
S$305,000
Assessment Requirements
1. During the 6 weeks you submit your trades ( and reasoning) each week on Blackboard
in the Assignment 2 folder. Failing to submit each week will be heavily penalized
At the completion of the simulation (13 November 2015) you are required to submit
2. Trading Diary – You are to keep a diary of your trades and reasons for trading. The diary
should detail the following for each trade:
a) Date
b) Company
c) Research Undertaken and thus the reason for the trade
d) Other information
The diary must be detailed enough so reasons for trading are clearly shown and justified. Any
trading strategies must be explained and examples of the strategy must be within your trades.
3. Trading Review – A written review of no more than 1500 words detailing
a) what the simulation taught you about trading
b) a review of your trading psychology including – What affected your trading?
– Did your trading match your risk profile?
– Preference – fundamental or technical analysis- why and how?
– How did you select the instruments for your portfolio? – How
successful were you?
The Trading Diary and Review are due by 10.00pm (Singapore time) 17th November 2015.
You are to submit your assignment on line on Blackboard in the submission folder under
assessments. If possible present the assignment in pdf format. Make sure that the format can
be easily printed.
NOTE: MAKING A LARGE PROFIT DOES NOT MEAN A GOOD GRADE.
Student Name:
Missing Poor Average Good Excellent
Writing Skills
Clear language Written to approp.audience 0 0.5 1 1.5 2
Grammar, spelling and does it make sense?
Review
What simulation taught you about trading and yourself 0 0.8 1.5 2.3 3
Trading psychology:
Trading strategy 0 0.8 1.5 2.3 3
What affected your trading 0 0.8 1.5 2.3 3
Did trading match your risk profile 0 0.8 1.5 2.3 3
Analysis of trading and trading strategy 0 0.8 1.5 2.3 3
How successful was I? 0 1 1.5 2 3
Diary
Appropriate information such as date purchased, research
undertaken, basis of trade, other relevant information recorded 0 0.8 1.5 2.3 3
Used above information appropriately in formulating the review 0 0 0.5 1 2
Total Marks( out of 25)
Deduct marks for poor referencing ( max) -3
Deduct marks for poor presentation (max) -3
Comments
Result
FIN30007
Financial
Planning
Project
Assignment
2
-­‐
Investment
Simulation
Weekly submission on Blackboard – deduct 1 marks for each missing week
Sem
2
2015

 
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