文档介绍：Code DL16 35: Financial Services: Group Award Graded United 3
(Stage 3 - Evaluation)
Candidate name:
Class No.: F0602
Candidate ID: 085076766
Grade/Year: 3
Date: 2009-3-8
Criteria for Evaluation
The criteria for the whole project should be both quality and professional.
First, clearly shares portfolio is the essence at the beginning of the report. I confirm my four shares portfolio parison some same panies. In addition, I know the detail information about panies and sectors and clearly know the performance and fluctuation for the each share.
Second, correct conclusions are based on the sufficient and abundance evidences. Therefore, I record the latest news, investigate the background information and collect details e significant for the whole project. Over the period, I record share price, sector index, FTSE 100, All Share Indices and other useful information weekly in the website. In addition, I finish the record about Share Portfolio Logbook. At the same time, I know about the UK and word stock markets trend in general. I also pay attention to some positive and negative factors, which can affect the shares prices. I analyses some financial, political and other factors to influence each share, sector and the nationally and internationally market at the same time.
Third, method of investigation and analysis are other criteria for evaluation the project. Investigation ought to be explicit, and analysis should be reasonable. For investigate, I use the primary sources and secondary sources. I go to pany homepage to investigate the main business for pany.
Meanwhile, I download panies’ annual reports, including Chinese and English editions. Some times I collect useful ing from investment expert advises on websites. For analyses, I use fundamental analysis methods and technical analysis method. I calculate the different statistics and ratios to analysis pany performance in the last year. I use industry analysis to help me understand the industry develop