A short memo outlining your strategy and initial holdings, and this memo should be typed, one...

A short memo outlining your strategy and initial holdings, and this memo should be typed, one or two pages long and look professional. It should include your investment strategy (including your horizon, which does not have to coincide with the 10-week investment period), and the initial composition of your portfolio, with a concise and general justification (no need to discuss each stock in detail!) The description of your holdings should include the name of each security, number of shares held, and their dollar value in your portfolio. The initial value of your portfolio will be US$ 500,000

Expert Solution

Name of the Instrument / Issuer	Rating / Industry ^	Quantity	Market value	% to AUM
Amazon.Com Inc	Consumer Services #	60	1,46,959.80	29.39%
Alphabet Inc.	Internet and Technology #	60	82,464.00	16.49%
Facebook Inc	Internet and Technology #	300	65,064.00	13.01%
Netflix	media-services	100	45,104.00	9.02%
Stamps	mailing services	121	24,502.50	4.90%
91 DAY T-BILL 30-Jul-2020 (4.15%)	Sovereign	34	65,914.10	13.18%
Gold	Sovereign	40	69,991.60	14.00%

	Total	715.00	5,00,000.00	100.00%

Strategy-

1. In this rising scenario of a pandemic the most used services will be outperforming over all other sectors. Hence we need to see this as an opportunity of investing in the companies or securities which could not just survive this pandemic but also generate cashflows in such circumstances .

2. Additionally these companies are such that would not only change the way people used to be before this pandemic but develop altogether new scenario forever. For example , the rising fame of the multiplex business might be taking a slow u-turn as people sit home and enjoy the movies. Also there is a thesis that the social distancing is to be followed for atleast next 1.5 years , in this scenario the above securities will become market heavy weights in no time.

3. Technology is the new parameter of measuring success of any industry/country , but Technology along with data base is the new wealth. Hence the giants like FB and Alphabet might turn out to be the goldmines in the upcoming decades.Also adding the last stock of stamps will be a hedge as well as giving standard returns equal to RFR . we see a growth in this one in a long run.

4.none the less every portfolio needs hedging and hence the liquidity as well as asset allocation will be done accordingly so as to grab any future oppotunity. This kind of liquidity helps you to park your funds safely as well as use it when there is a opportunity at the door.

5.The main Strategy is to exit these fund in 3-5 years , partially. Recheck and evaluate the investments and its weigtage quarterly or semi annually. after the pandemic gets over there is potential in the automobile and defence sector to be on the run. Hence we will change the portfolio accordigly.

ekkarill92 answered 2 years ago

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