Summer & Spring Consultant Group

Chiu Cheuk Yin 2010033550

Brandon Kwan 2011971448

Ng Wai Hang 2010008270

Kwok Sai Kit 2010046868

FINA2802

STOCK-TRAK PRESENTATION

Presentation Flow

We have features for every step of the way

Portfolio Performance

Portfolio Strategies

Prospective vs.

Actual

Conclusion & Evaluation

Portfolio Performance

Value: 5,000,41020/09/2011

Value: 5,062,72617/10/2011

Value: 5,048,70224/10/2011

Value: 5,210,25704/11/2011

Ove

rall

Pe

rfo

rman

ce

•4.20%↑S&S

•4.36%↑HSI

•3.71%↑NASDAQ

Portfolio Strategies

Portfolio Strategies

BANK OF CHINA (3988.HK)ICBC (1398.HK)

+12.51%

+17.01%

Portfolio Strategies

GALAXY ENT(0027.HK)

+15.09%

Prospective vs. Actual

Prospected Asset Allocation vs. Actual

60%15%

10%

10%5%

Prospected Asset Allocation

Stocks

Gold

Cash

Fixed Income

Other

82.51%

17.49%

Actual Asset Allocation

Stocks

Gold

Prospected Geographical Allocation vs. Actual

29.35%

70.65%

Actual Geographical Allocation

Hong Kong

4 Conclusion & Evaluation

Wh

at have

we

learn

t?

• Trading is subject to some behavioral bias

– Disposition effect

sell shares whose price has increased while keeping assets that have dropped in value

– Overconfidence

• Wrong market timing

The use of Stock-Trak increasedyour understanding of investing ascompared to only exposure in alecture?

Would you recommendthat Stock-Trak be used in future sections of FINA2802?

FINA2802

STOCK-TRAK PRESENTATION