About FIN630 Assignment 1
FIN630 Assignment No 1 for Fall 2026 is from Investment Analysis & Portfolio Management. It covers lesson 12: Fundamental Analysis Contd..., carries 10 marks and is due on VULMS by 11:59 pm on Tuesday 10 November 2026. You can request the solution from this page.
- Course
- FIN630 Investment Analysis & Portfolio Management
- Assignment
- Assignment No 1
- Semester
- Fall 2026
- Lesson
- 12: Fundamental Analysis Contd...
- Total marks
- 10
- End date
- Tue 10 Nov, 11:59 pm
What FIN630 Assignment 1 asks
This assignment requires an analysis of a margin account managed by a stockbroker for a client named Mr. Awais. The student must evaluate two specific trading positions: a long position in Sublime Energy Ltd. (SEL) and a short position in Prime Tech Ltd. (PTL). The tasks involve identifying a protective order type and performing margin calculations based on market price changes. All work must be presented in a specific table format provided in the assignment file.
-
1
Part 1
Identify the specific type of stock order required to protect the short position in Prime Tech Ltd. (PTL) by automatically buying back shares if the price reaches Rs. 165. Only the name of the order type is required.
-
2
Part 2
Calculate the initial equity and initial debt for the long position in Sublime Energy Ltd. (SEL) using the 50% initial margin requirement. Provide the formulas and numerical substitutions in the submission table.
-
3
Part 3
Determine the new market value of the long position and the new account equity after the share price of Sublime Energy Ltd. (SEL) drops to Rs. 65. Show all calculations clearly.
-
4
Part 4
Calculate the minimum market value that must be maintained for the long position in Sublime Energy Ltd. (SEL) to avoid a margin call, based on the 30% maintenance margin requirement.
-
5
Part 5
Calculate the current equity percentage for the long position in Sublime Energy Ltd. (SEL) and determine if it meets the 30% maintenance margin requirement. State the final margin call decision as Yes or No.
- What to submit
- One table created on the LMS following the specified 4-column and 9-row format.
- Topics covered
- Margin trading Long position Short position Initial margin Maintenance margin Margin call Stock orders
A summary of the assignment file, Fall 2026_FIN630_1.pdf. Download the file for the full wording before you start.
Lesson covered
The questions in this assignment come from this lesson. Read it in the FIN630 handout before you open the assignment file, then practise it with the MCQs and past papers.
Solution
The solution has not been added yet. Request it from the download box and it will be added to this page, usually within a day.
Before you submit on VULMS
- 1 Start on the questions in the assignment file now. The solution will be added to this page once it is written.
- 2 Write the final answer in your own words. VU checks assignments for copying, and copied work gets zero marks.
- 3 Save your answer in the file type the assignment file asks for, and name it with your student ID, for example BC260012345.
- 4 Open the file once more to check it is not empty or corrupted, then upload it on VULMS before 11:59 pm on Tue 10 Nov.
Questions about this assignment
When is FIN630 Assignment 1 due?
Tuesday 10 November 2026 at 11:59 pm. VULMS does not accept files after the deadline.
When will the solution be added?
Most solutions are up within a day of a request. Requests tell us which ones to write first, and 0 students have asked for this one so far.
Can I submit the solution as it is?
No. VU checks assignments for copying, and copied work gets zero marks. Use the solution to check your method, then write your own answer.
What file do I submit?
The assignment file says which file type to upload and lists any extra instructions from your instructor. Name the file with your student ID before you upload it on VULMS.