Question
Executive Summary that describes the objectives and provides an overview of all key and relevant analyses, including a summary of the reports conclusion. Introduction that
Executive Summary that describes the objectives and provides an overview of all key and relevant analyses, including a summary of the reports conclusion.
Introduction that describes your goals, objectives and investment strategy.
Main Body that includes an analysis of your investment strategy:
External Analysis (Economic, legal, political etc.)
Explanation of your strategy (Your investment strategy must be backed up by references submitted weekly)
Reasons for buying and selling
Best performers and worst performers.
Did your strategy work? Why or why not?
Main body must include at least 2 graphs to show progression of trades
Conclusion :
Summary report of how you did with your investments. Overall gains / losses.
Justification to client on whether you performed effectively for them. If yes why? If no what market conditions hindered your returns?
References
Final Word page that shows your trading references and the weeks trades were made. These trades and references must correspond with your trades.
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