1. Objective

To acquaint the students with investment (security analysis and portfolio management) decision-making process by summarizing the concepts learned in chapters 7, 8, 9 and 22 of " Charles p jones investments principles and concepts 12th edition "

2. Hints:

• Select two stocks listed in Dhaka Stock Exchange.
• Calculate the expected return and risk of the stocks.
• Form portfolio combinations based on risk-return trade-off.
• Develop efficient frontier and choose the best portfolio.
• Hold and monitor the portfolio performance for 10 working days.
• Evaluate the performance of the portfolio.

3. Process

• Report Format
• Report Size 10-12 pages.
• Introduction explanation of your choice for the two stocks
• Macroeconomic analysis (inflation, interest rate, economic conditions) trends and expectations
• Security analysis
• Recommendation to buy, hold, sell
• Portfolio Selection
• Portfolio Evaluation
• Conclusion