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  • Biweekly 3

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    Diaa eddin saeed
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    My portfolio has gained 23% over the last week despite recent market fluctuations. I have invested in options for banks like JPMorgan Chase and Bank of America to protect against losses. While some colleagues lost money last week, my portfolio remained stable due to options strategies. Going forward, I believe my portfolio is stable but I want to invest in riskier stocks to maximize returns while still using options to mitigate downside risk given my low cash levels.

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    a weekly report for trading simulation fro 608 material.

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    biweekly 3

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    My portfolio has gained 23% over the last week despite recent market fluctuations. I have invested in options for banks like JPMorgan Chase and Bank of America to protect against losses. While some colleagues lost money last week, my portfolio remained stable due to options strategies. Going forward, I believe my portfolio is stable but I want to invest in riskier stocks to maximize returns while still using options to mitigate downside risk given my low cash levels.

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    © All Rights Reserved
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    6 views3 pages

    Biweekly 3

    Uploaded by

    Diaa eddin saeed
    My portfolio has gained 23% over the last week despite recent market fluctuations. I have invested in options for banks like JPMorgan Chase and Bank of America to protect against losses. While some colleagues lost money last week, my portfolio remained stable due to options strategies. Going forward, I believe my portfolio is stable but I want to invest in riskier stocks to maximize returns while still using options to mitigate downside risk given my low cash levels.

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    © All Rights Reserved
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    of 3

    06.

    APRIL 2023

    BIWEEKLY 3
    STOCK TRACK SIMULATION

    DIAA EDDIN SAEED


    201309832
    The overall portfolio performance Last week the banks and financial
    is quite good, as long as I am gaining. For institutions shares were keep decreasing
    the 4th week in a row my portfolio in the after interest rate announcement. So, I
    green area and gaining some profit. The already have some options like JPMorgan
    moment I am writing this report 05. Apr Chase, Bank of America and I already
    2023, my portfolio gaining almost 23%, used the manual strip strategy, and after
    after a decrease from the previous days. the announcement and the price got
    My portfolio return reached to almost decreased, I sold the call options, and
    50% in the last week, but the got kept the put, as I have the best profit in
    decreased again in the end of the week, my portfolio.
    as my portfolio value reached to
    After almost one week from decreasing, I
    $277,535. However, as long I am in the
    believe the stocks will recover a little in
    positive side, as long I am in the safe side.
    the coming period, and in the same time,
    Despite, the market fluctuation during
    I am afraid to keep decreasing for more
    the last week, and in some periods all of
    period. Therefore, I have invested in
    my colleagues were losing, but my
    some options banks using long straddle,
    portfolio was kind of stable, and the
    and bought a 10 straddle options in BAC
    reason for this a mentioned earlier for
    at 27 $ expire in 19 May 2023 as the
    the options strategies that I am using in
    current price is almost 27.70 $. In this
    my investments.
    strategy I protected my self in both sides,
    my portfolio value is 246,300 $ and as the underlay got increased or
    having some good indicates of my decreased will gain profit.
    portfolio performance, such as the sharp
    ratio of my portfolio is 1.79 and trying to
    increase in the next period.

    The most gain in my portfolio from the


    financial sector (Bank of America and
    JPMorgan) and my vision about google
    and amazon was correct, as it is in the top And the graph shows Bank of America
    5 gaining in my portfolio after a long price movement for the last month.
    decrease for the previous period.
    As I have sold some options that I have
    the most losing amount, to reinvest again
    after not having any cash, and the
    options were hopeless to get gain the
    short term, as the simulation period is
    not giving a long time to wait for a
    recover.

    I have a good felling and positive look in


    the new week. In addition, I believe that
    my portfolio is kind of stable, so I want to
    invest in more risky stocks to maximize
    my portfolio return, and of course using
    the options strategies to protect my self
    from a massive lose, with this portfolio I
    can stay in the green area with some
    protection strategies. Besides, my cash is
    very low, so, I will invest in not a very
    popular companies and with a
    reasonable price.

    The market now is too much fluctuating,


    and the investors are very sensitive to
    and news and that effect the market and
    the prices, and all of these comes
    because of the uncertainty in the market
    after the Ukraine war, interest rate, the
    high inflation, the currency power. as
    now the investors prefer the safe havens
    in investment.

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