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Billyteam Portfolio Performance Report

Billyteam Portfolio Performance Report. Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971. Introduction. We focus not only in Hong Kong, but seek opportunities in global market. Mixed Equity + Futures.

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Billyteam Portfolio Performance Report

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  1. Billyteam Portfolio Performance Report Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971

  2. Introduction We focus not only in Hong Kong, but seek opportunities in global market Mixed Equity + Futures Combined management Active + Passive

  3. Investment Philosophy Passive – intrinsic value Active – market trend Fine Tuning Strategy

  4. Equity

  5. Equity • Reason for choosing these 5 industries: • Finance / Banking • - China’s economy is recovering •  demand on banking/finance ↑

  6. Transportation • -CHINA EAST AIRPurchase Shanghai Airlines Co ---->50% market share • - Join SkyTeam Alliance • -Government support Equity

  7. Equity • Energy / Natural Resources • China have large amount of natural resources • -Development needs large amount of Energy

  8. Equity • Technology • Drop too much in financial tsunami  predict the price will recover to level before in financial tsunami

  9. Future Strategy: 1. Short term 2. Active management based on a. market issues b. momentum analysis c. macroeconomic analysis

  10. Future • US indices future 1.Dow Jones Industrial Average 2.NASDAQ 100 Composite 3.S&P 500 • Metals future 1.Gold • Currencies future • 1. Euro • 2.Australian Dollar • 3.Canadian Dollar

  11. Future • Why US indices future? Market issues US economy is in good pace of recovering • Good economic factors enhance the recovery of US market.

  12. Future • Why Euro Future? Market issue • Value of Euro against US$ Decline greatly since Greece crisis • Sensitive to positive market news ( Rescue Package )

  13. Future Why Australian Canadian Dollar and Gold future? Market issue , momentum and macroeconomic analysis 1. US dollar and Euro are weak 2. Momentum of two currencies

  14. Future • Result 1. Positive overall return 5% from all future positions

  15. Conclusion

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