Abdul Buho 10P Portfolio Analysis
On this part of the coursework I will show all of my 5 companies share prices and also how much I invested in them. I will also show if the companies share prices increased or decreased. Throughout the ten week period I will give evidence regarding to my articles, over the ten week period I will give the total amount of profit they made. You will also see if I had bought or sold any of my companies, this may be due to the fact that the company wasn’t doing well as I had expected and didn’t want to take the risk in investing in the companies.
My first week I had £10,000 to spend in every company I chose these was Sony, Tesco, Cadbury, Bank of Scotland and Nokia.
The first company that I invested in was Sony share prices were £5.50 so that meant I could buy 1,818 shares with that company.
The next company I invested in was Tesco the share prices were fairly the same at £5.40 each which lead me in buying 1,851 shares with that company. My 3rd company I invested in was Cadbury the confectionery and beverage company share prices were more expensive at £6.50 each and I was able to purchase 1538 shares.
My 4th company was Bank of Scotland or RBS shortened Share prices were £6.70 enabling me to buy 1492 Shares.
My 5th and final company I invested in was Nokia the telecommunications company they’re share prices were £6.50 that allowed me to purchase 1538 shares, Total invested in all 5 companies = £50,000.
Amount invested in each company= £10,000.
In my 2nd week of Investment I had invested £10,000 in each company
In my first company which was Sony. I had made a Decrease of £3.40 which was disappointing to see and I hope to see a big improvement in the future.
The share price that was decreased was equivalent to 3.40.
The total percentage of decrease is 61% I was really disappointed with this.
My 2nd company that I had invested in was Tesco which made a £3.50 profit this made me very happy as I had made a good profit.
The total percentage of increase is 64% this was a great improvement as it covered the loss I made with Sony.
I was considering selling Sony but I thought I may get lucky eventually.
I made a total profit of £16481.
My 3rd company that I had invested in was Cadbury the confectionery company I had made a loss of 80p although this was not much I was disappointed as this week looked like it was going to be full of losses.
The total percentage of decrease was 12% I was really hoping I would make some increase on my other companies.
The fourth company that I had invested in was Bank of Scotland otherwise known as RBS, I made a increase of 20p I felt neutral about this because it was not much of a increase but at least I had made something, the total percentage of increase was 2%.
The 5th and final company I had invested in was Nokia the telecommunications company, I had been expecting a very nice profit in this company and I was right to think that as I had made an increase of £11.20! I was very delighted with this and I expected the company to do well throughout, the total percentage of increase was 172% this was a BIG improvement and ended my week with high spirits.
In my 3rd week of investment my share price for Sony had increased to £4.60 this was an increase of a significant £2.50 this made me very happy as last week I had made a very big loss in this company. “Sony's stock prices shot up 4.54 percent (250 yen) to close at 5,750 yen - said to be thanks to the here recent boost in PS3 sales and a deal that saw the Dubai state fund invest up to $500 million in the company” said a article from a PS3 Fan-site. The value of shares for Sony was £8363 this was really good because last week the value of shares was £3818 so it was a very big improvement.
This is a preview of the whole essay
The next company I had invested in was Tesco the company had done fairly well last week and was expecting another increase until I saw this article
“An American court has upheld an environmental complaint that could disrupt Tesco’s $1.5 billion (£730 million) expansion plan in the US. Riverside District Court in California yesterday said that more environmental work may be needed at a former airbase that now houses a distribution centre central to Tesco’s ambitions on the other side of the Atlantic. The distribution centre currently supplies 15 Fresh & Easy stores across Los Angeles, Phoenix and San Diego, but has the potential to cater for up to 500”
This may have caused the decrease of £4.50; the value of shares for Tesco was now £8148 this made me unhappy about Tesco.
My 3rd company that I invested in was Cadbury last week I made a 80p loss and this week I made another loss 10p although it was not much I was very disappointed that I kept getting losses every week the value of shares for Cadbury now was £8615 I was hoping for a increase in my next company because so far I had made a lot of losses in all of my companies this week.
But I was wrong to hope for that because my fourth company which was the Royal bank of Scotland had made a loss of 1.80 this really made me unhappy so far I had no luck in any of my companies and it seemed like there wasn’t any luck this week either because I made another loss with Nokia who I was hoping a good improvement from them because last week they had made a profit of £11.20 whereas this week they lost £14.00!
The value of shares had now become £5692 the lowest of all my companies. Although I considered selling this company I held on to them and hoped for a really good increase so the value of shares would increase.
Overall this was one of my bad weeks with no profits or increase and everything was losses.
My 4th week of investment and I was feeling pretty desperate, I had all losses last week except for Sony, now also this week I had made more profit in Sony an increase of precisely £1.50 this was good I knew that Sony would be making a lot of sales throughout the year because of the launch of the PlayStation 3, the value of shares for Sony was now £11090
This proved that I was making good profits.
One of the first companies I made a loss last week was Tesco the 2nd company I had invested in this week I made a £0.80p profit this was surprising seeing as there was a disruption at Tesco involving an American court filing an environmental complaint.
I was very pleased and knew that Tesco was a great company as they had improved very quickly.
The value of shares was now £9629 I wasn’t quite pleased with this but it was an improvement.
The third company I had invested was Cadbury they were doing rubbish to be precise I really did consider selling them but I kept it, why? I don’t know but I really did think Cadbury may just improve and this week I got an increase of £0.20p increase it was not much but this changed my thoughts about this company. The value of shares was now £8923 the second lowest to Royal Bank of Scotland.
RBS had made an increase too an increase of £0.10p it was very low and I was disappointed with this because the value of shares was also low at £7761.
The 5th and final company I invested in was Nokia this company had made a very big profit in week 2 but last week it went down very badly.
This week it made an increase of £2.90 so far the most I have made I was really happy with this because it had now brought my value of shares for Sony to £10153!
Calculated according to Tuesday's share prices, the options issued by Nokia are worth about EUR one billion. Calculating the exact value of stock option plans is challenging, because there are numerous sub-groups within such plans. Companies do not always disclose detailed information on how the stock options are divided among the various sub-groups.
Said an article found on News UK.
In my 5th week of investment Sony’s share prices increased by precisely £2.00 this was brilliant as the value of shares for Sony also increased to £14727 this meant that so far Sony were doing well.
The 2nd company I had invested in was Tesco they’re share prices increased last week and it increased this week by a significant £1.00.
Their value of shares also increased to £11481 this showed that Tesco could make profit even if they have small problems.
The third company I had invested in was Cadbury the confectioners they made a profit last week but another loss of £0.70 This was disappointing to see because Cadbury had just had a good week and a loss had already struck them the value of shares now was £7846 that was a difference of £1077 and a total percentage of decrease was 13%
My 4th company I had invested in was RBS they had only made a 10p profit last week but once again I made a £0.80 loss… I was not pleased with this because I had only just made a small increase last week and a larger decrease.
My 5th and final company was Nokia last week I had made a very nice profit and was hoping for another increase but the increase I received this week was £1.80 I was very happy because it also boosted my Value of shares to £12923 the total percentage of increase was 27% This ended my Week with happy hopes.
The first company that I had invested in was £4.90 this was a very big loss and in my opinion it was very bad at this time to make such a big loss.
Sony had an decrease of £3.20 so far I had been doing well with Sony even though I did not take it as much of a big loss it had brought my value of shares to £8909 this had brought it below the £10000 I had invested in the company, the total percentage of decrease was 39%, this had made me extremely disappointed.
The 2nd Company I had invested in was Tesco the supermarket, last week it had made a increase of £1.00 whereas this week I had made yet another loss of £0.20p this had meant that it had brought my share prices down to £6.00 and the value of shares to £1111 although this was not a big decrease I was unhappy about it as so far 2 of my companies had made losses in my 6th week of investment, the total percentage of decrease was a measly 3% but it was still a decrease.
My 3rd company was Cadbury which I had made a loss with I had now made a profit of £1.20 I was ecstatic over this because now 2 of my companies had made positive increases and I was only hoping that this would continue with all of my companies. The share price for Cadbury was £5.60 and brought the value of shares to £8358 this also meant that the total percentage of increase was 27% “Cadbury Schweppes expects to beat sales and margin targets this year after the business was boosted by continued strong recovery in UK chocolate sales and growing signs that it is winning chewing gum share from market leader Wrigley's in several key markets” Explains Cadburys Increase.
My 4th company was Bank of Scotland I really was going to sell this company until I saw the huge profit of £0.70p that I had made, I had felt this was huge because so far RBS has been doing very low and has made a lot of losses the share price was now £5.80 and the value of shares at a total of £8923 and the total percentage of increase of 13%.
My 5th and final company that I had invested in was Nokia I have been doing very well with Nokia but this week they let me down because they made a loss of £0.30p it is not much but it ended by week in bad spirits as the value of shares was now £12461 and the total percentage of decrease at a 3% decrease. It had not made much difference but was a decrease; overall I had made losses with Sony, Tesco and Nokia.
The first company that I had invested in was Sony last week I had made a really bad loss and hoped I might just do better but my share price just went down again at £4.50 I had made a loss of £0.40p this made me disappointed as Sony had started off really well and now when there was only 3 weeks left I was still not getting any increase and planned to sell this company next week if share prices didn’t increase. The value of shares was at £8181 and the total percentage of decrease was 8% where as last week I made a 39% decrease.
My 2nd company that I had invested in was Tesco, last week I had made a loss and I was in luck as I had made an increase with Tesco but it was a very small increase of £0.08p but it had brought me value of shares to £8666 this was not very much but it was better than a loss, the total percentage of increase was 1.7%, the share price was
My third company was Cadbury the confectioners, last week I made a good profit and hoped to excel this higher this week’s share price was £6.30 this meant I made a increase of precisely £0.50p this made me very happy and knew that from now onwards the company would do well.
The total percentage of increase was 8% and the value of shares at £9692.
My 4th company that I had invested in was RBS, I made a increase of £0.20p although this was not much it made me hold on to the company longer as I still had 3 weeks left and some unexpected big increase might occur, the share price for this week was £5.80 and value of shares was £8656 the total increase of percentage was at 3% I was glad that I was making process.
My 5th and final company was Nokia the telecommunications company, this week the share price was £4.40 which meant that I had made an increase of £0.80p I was very happy about this! The total percentage of increase was 22% this was a brilliant upheaval and for the same reason as RBS this company had made a lot of unexpected increases/decreases so I held on to it, overall this week was a great one the only company that let me down was Sony.
The 1st company that I had invested in was Sony, so far they were losing a lot of money but this week that all changed into profit the share price for this week was £5.00 meaning I had made a profit of £0.50p I was very pleased with this as it brought my value of shares to £9090. Last week I had lost more money and the week before that now that I had made an increase the total percentage of increase was 11%
The 2nd company that I had invested in was Tesco; I had made an increase of £0.08p last week which was not much but it was a positive change.
This week the share price was £4.80 I had made a profit of a significant £0.20p this was not much but my value of shares was increasing and I needed it to reach above £10000 this week the value of shares was £8888 with 2 weeks left I really needed Tesco’s share prices to raise. The total percentage of increase was 2%
The third company that I had invested in was Cadbury the confectioners.
Just as last week, the share prices has increased and I made a profit of £0.10p the share price for this week was £6.40 which also brought my value of shares to £9846 this was close to advance over £10000 and hoped next week my value of shares would be brought to over £10000.
The 4th company that I had invested in was Royal Bank of Scotland last week I made a increase of £0.20p it was not much but as I really wanted a unexpected increase to happen I kept hold of it, this week I made the same increase as last week which was £0.20p this wasn’t much but the share price was now at £6.00 as it was not a decrease I did not sell the company but simple kept it. The value of shares was now at £8955 and the percentage of increase was 3%.
My fifth and final company which I had invested in was Nokia, last week I made a very good increase of £0.80p and hoped I would make a higher increase than last week’s however this week I had made a increase of £0.40p although I wanted to get a higher increase 40p was very good and this brought my share price to £4.80 and value of shares to £7384, The percentage of increase was 8%.
In my 9th week of investment I made a £0.30p increase with Sony this was lower than the £0.50p that I had made last week but I was relieved that it did not become a £0.30p DECREASE. The share price for this week was £5.30 I was pleased with this as this also brought my value of shares higher £9090. I really wanted this to increase over £10000 seeing as I started with £10000.
My 2nd company that I had invested in was Tesco the supermarket this week I had made an increase of £0.08p I was very disappointed with this even though it was an increase this profit was small I knew that Tesco had potential as BBC news had quoted “Supermarket chain Tesco becomes the first UK retailer to unveil annual profits of more than £2bn.” I hoped that Tesco would show this potentiality in next weeks share prices. The value of shares for this week was £9037 and the percentage of increase was 1% but at least it was not a decrease.
My 3rd Company that I had invested in was Cadbury the confectioners, Last week I made a small increase of £0.10p and this week was similar and I only made a increase of £0.12p I felt neutral about this because it was a small increase and at this stage I would’ve liked my companies to have more profit but I also was relieved it was not a decrease which would have made things worsen for me. The value of shares for this week was at £10030 which had just about risen over £10000. The total percentage of increase was %1.8.
The 4th company that I had invested in was the Royal Bank of Scotland, last week I made once again a small increase of £0.20p whereas this week I made a very good profit of £0.42p this meant that my share price was £6.42p I was very pleased with this as this brought the value of shares to £9582 and as I only had 1 more week left I wanted it to become £10000 or higher, The total percentage of increase for this week was 7%
The 5th and final company that I have invested in was Nokia, last week I made a reasonable increase of £0.40p but seeing as the company was already at a low share price I was afraid they would suddenly drop and make a big decrease but this week I made a very big increase of £0.60p!
“This year alone Nokia's share price has risen by nearly 70 per cent. As
Results of the increase, Nokia’s stock options have also experienced a surge in value.” I was very pleased with this as it also meant that Nokia may have even a better profit next week. The value of shares for this week was £8307 and the percentage of increase was 12%.
In my 10th and final week on investment the first company that I had invested in was Sony, last week I made a small increase of £0.30p and as this was the last week I hoped it would be a bigger profit and I was completely right as I made a very good increase of £1.00. This was very pleasing mostly because the share price was at £6.30 but also that the value of shares has gone over £10000 and was now £11454. I was delighted with this result Sony was the 1st company I made a big decrease with and the biggest company I have made an increase. The Total percentage of increase was 18%.
The 2nd company that I had invested in was Tesco, last week’s increase was very disappointed and I did not lay much hope upon them but this week I made a sudden increase of £0.78p I was pleased with this because it had just narrowly exceeded the £10000 which I invested in each company. The value of shares was £10481 and the percentage of increase was 15% this was very pleasing and so far the last week of investment was going very well.
The 3rd Company that I have invested in was Cadbury as all the other companies had done very well and made high increases and I expected them to do so too. But as last week I made a £0.10p increase there was not much difference this week both as they had made an increase of £0.43p and that was a good thing also because it brought my value of shares even higher to £10769, the share price was £7.00 and the percentage of increase was only 7%, but this did not disappointment me much as it also made my first 3 companies into profit.
The 4th Company that I have invested in was RBS now as last week RBS made an increase of £0.42p and this week was the last investment week I wanted to get a good profit so value of shares exceeded £10000.
This week i made an increase of a small £0.18p I was very disappointed with this and knew that my value of shares must be low too which was £9850 and the share prices were £6.60 and total percentage of increase at a measly 2% i was very sad and hoped that the final company would do me proud.
My 5th and final company was Nokia the telecommunications, last week i made a reasonable amount of increase and this was my last company so i wanted it to be higher profit but i had run out of luck because i had only made a increase of £0.40p and the value of shares was very low at £8923, this was low but i felt neutral because it was a increase and not a loss of profit, the percentage of increase was 7%