...TRADING PLAN TEMPLATE C o p y r i g h t © Tim Wilcox 2005 Disclaimer All reasonable steps and due diligence have been taken in preparing this document. However, it may contain ideas that are not appropriate to you or your style of trading, so do your own research and draw your own conclusions. By itself, this document will not enhance your trading performance, nor will it prevent you from incurring losses. Any losses that are incurred are the sole responsibility of each trader. Under no circumstances will I, trade2win or the contributors to the thread entitled ‘A Trading Plan – You MUST Have One!’ accept any liability for loss. TRADING PLAN TEMPLATE ©TIM WILCOX 2005 CONTENTS Introduction Page 3 TRADING PLAN OVERVIEW 1. What is a Trading Plan? 2. Who Needs a Trading Plan? 3. What Will a Trading Plan Do? 4. Before You Start . . . Page 4 Page 4 Page 5 Page 6 TRADING PLAN TEMPLATE 5. Know Yourself, Know Your Purpose 6. Trading Goals 7. Markets, Instruments & Timeframes 8. Tools of the Trade 9. Before the Market Opens . . . 10. Risk & Money Management 11. Exit Strategy 12. Trade Strategies, Setups & Entries 13. After the Market Closes . . . 14. Discipline! 15. Golden Trading Rules Page 9 Page 11 Page 12 Page 13 Page 14 Page 16 Page 21 Page 23 Page 24 Page 25 Page 26 TRADING PLAN EXAMPLES 16. Roll Up, Roll Up . . . Page 29 ‘PLAN THE TRADE - TRADE THE PLAN’ PAGE 2 OF 29 TRADING PLAN TEMPLATE ©TIM WILCOX 2005 Introduction ...
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...marketing Plan | | | | | Done By: Abdulla Ali Abdulla Al Sayari ID: 20131A64 Done By: Abdulla Ali Abdulla Al Sayari ID: 20131A64 Contents Introduction 2 Marketing Plan 3 The use of Marketing Plan 4 Marketing Plan Structure 5 Elements of Marketing Plan 6 Links exist between elements of a marketing plan 7 CONCLUSION 9 Introduction Marketing Plan is a document that is written about the marketing strategies and the position of the current market of business ahead with effort of marketing and the need of advertise for the next year. In this paper discussing about the Marketing plan and its elements with detail. And the use of marketing plans has been showed diplomatically. In this paper explained the common form of marketing plan The paper contains different elements of marketing plan while showing the function of each parts take place by common sources of getting the information and techniques for preparing the section. After this come assumptions of marketing plan. There are lot of misconceptions in the process of marketing plan. At last is the discussion on common misconceptions which are generally made in the process of making a marketing plan and conclusion of all these study. Marketing Plan Marketing Plan is a document that is written about the marketing strategies and the position of the current market of business ahead with effort of marketing and the need of advertise for the next year. It contains details of markets to be targeted...
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...INTERCONTINENTAL UNIVERSITY PRESENTING BUSINESS PLANS MGMT422 – 1202A - 02 ADVANCED ENTREPRENEURSHIP 04/22/12 Table of Contents I. Table of Contents……………………………………………………………….2 II. Executive Summary……………………………………………………………..3 III. Introduction …………………………………………………………………….4 IV. Business Description…………………………………………………………….5 V. Description of Proposed Product………………………………………………..6 VI. Definition of the Market…………………………………………………………7 VII. Organization and management descriptions………………………………….8 VIII. Marketing Strategies………………………………………………………….11 IX. Financial Management……………………………………………………………12 X. Appendixes…………………………………………………………………….12 XI. Plan Updating Check List………………………………………………………15 Executive Summary Find Your Gadget, Inc. is the name of the new S corporation I started to introduce my invention product “Ring – in Finder” to market. The industry is huge and the market is big and after researching the market, I found that there is a big demand for this type of product. Being difficult to fund the start – up my business; my best choice is to look for venture capitalists to adopt the idea and support my business financially and help me with the best management strategies advice to reach my goals and succeed with my venture. Convincing venture capitalists requires a solid business plan to be presented with an educated request for funding...
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...An assignment On Marketing Plan Submitted by: Submitted to: Date of submission: Table of Contents Executive summary: 5 Introduction: 7 Methodology: 7 Part A- Essay: 7 A.01 Changed perception in marketing plan: 7 A.02 Barriers to marketing plan: 7 Marketing function isolation: 8 Organizational barriers: 8 Demographic factors: 8 Economic factors: 8 Technological factors: 8 Culture: 8 A.03 Techniques for overcoming barriers to marketing plan: 8 Be strategic: 8 Be realistic: 8 Stay focused: 9 Monitor the budgets: 9 Market research: 9 A.04 Importance of marketing plan in the strategic plan: 9 Product: 9 Price: 9 Promotion: 9 Place: 9 A.05 Ethical issues in marketing plan: 10 A.06 Organization responses to ethical issues: 10 Individualistic approach: 10 Communal approach: 10 A.07 Example of consumer’s ethics and the effect on the marketing plan: 11 Part B: Preparing marketing plan 11 B.01 Organizational capability evaluation: 11 Business experience: 11 Business reputation: 11 Company culture: 11 Business environment: 11 B.02 Techniques used in organizational auditing and analyzing external factors: 11 B.03Carried out organizational audit and external factors analysis that affect marketing plan: 12 SWOT analysis of the Toyota Company: 12 PEST analysis for Toyota Company: 13 B.04Marketing plan: 14 Marketing objective: 14 Objectives: 14 Strategy statement market share: 14 Brand awareness:...
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...A PROJECT REPORT ON Detail Study Of HDFC Mutual Fund Submitted For the partial fulfillment of the requirement for The Degree of MBA Submitted by: MD NABEEL Registration No. –070651940 MBA –IV Trimester SESSION (2007-2009) INTERNAL GUIDE JYOTSHNA RAI IIPM - School Of Management BIJU PATNAIK UNIVERSITY OF TECHNOLOGY ROURKELA, ORISSA. DECLARATION I do hereby declare that the project entitled “DETAIL STUDY OF HDFC- MUTUAL FUND” submitted as a part of the requirement for the partial fulfillment of Master of Business Administration at BIJU PATNAIK UNIVERSITY OF TECHNOLOGY, ORISSA is an original piece of work done by me under the guidance of • Mr Manmohan Mohapatra (Branch manager) • Mr Sanket Swaroop • Mr Vikash Gupta. At HDFC Mutual Fund , Rourkela has not been submitted for award of any degree else where in part or full. Name:-Md Nabeel Regd :-0706519040 [pic] certificate of the Guide This is to certify that the work entitled “DETAIL STUDY OF HDFC- MUTUAL FUND” is a piece of Summer Project Report done by MD NABEEL, student of MBA IV Trimester IIPM SCHOOL OF MANAGEMENT, Kansbahal , Rourkela bearing Reg. No 0706519042 under my guidance and supervision for partial fulfillment of MBA curriculum of BIJU PATNAIK UNIVERSITY...
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...CAFÉ COFFEE DAY—EXPANDING HORIZONS: ABSTRACT: * In June 2010, Cafe Coffee Day, the largest organized retail cafe chain in India, was conferred with the title of the Most Admired F&B Retailer of the Year. In July 2010, CCD had a national network of over 950 outlets functioning in every nook and corner of the country. * The cafe chain continued its leadership as an iconic retail brands whose dynamism and popularity won it respect and admiration from both consumers and rivals. After phenomenal success in India and revolutionizing specialty coffee culture, CCD undertook international expansion plans and tried to popularize its specialty coffee worldwide. * With an ambition to rank among the top three cafe chains in the world by 2018, the company nourished plans to establish new cafes across Middle East, Eastern Europe, Eurasia, Egypt and South East Asia. At the same time CCD was also eyeing for foreign acquisitions. * In mid-2010, it acquired a Czech Republic based cafe chain Cafe Emporio as part of its broad acquisition plans. Initially providing a brief analysis of the Indian coffee industry, the case attempts at initiating a debate that whether Cafe Coffee Day should continue to expand its operations globally or not. * Whether the strategies it followed in India could be successful in international markets or it might have to face stiff competition from global coffee chains remain to be seen. Finally, whether it could cope up with the challenges that...
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...Lock in your investments at current yield Must have Mirae Asset Fixed Maturity Plan - Series - II (Close Ended Income Scheme - 391 days) Fund Speak March 2014 Mirae Asset India Opportunities Fund (An open ended equity oriented scheme) This product is suitable for investors who are seeking* l long-term capital appreciation l Investments in equities, equity related securities l High Risk (BROWN) (BLUE) investors understand that their principal will be at low risk (YELLOW) investors understand that their principal will be at medium risk (BROWN) investors understand that their principal will be at high risk *Investors should consult their financial advisers if they are not clear about the suitability of the product. Factsheet data as on 28th February, 2014 Style Box * Style Large Mid Small Blend Value Marketcap Growth Portfolio Top 10 Holdings Equity Shares Infosys Ltd ICICI Bank Ltd HDFC Bank Ltd ITC Ltd Housing Development Finance Corporation Ltd Tata Consultancy Services Ltd Reliance Industries Ltd Divis Laboratories Ltd Bharti Airtel Ltd Larsen & Toubro Ltd Other Equities Equity Holding Total Cash & Other Receivables Total Dividend History - Regular Plan Record Date 27-Jan-14 14-Mar-13 22-Mar-12 10-Dec-10 09-Sep-09 % allocation 8.23% 6.39% 5.03% 4.94% 4.19% 3.75% 3.51% 3.23% 2.88% 2.77% 51.36% 96.29% 3.71% 100.00% Key Information Fund Managers & Experience : Neelesh Surana: 17 years of experience in Financial Services including Fund Management...
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...Assessing the Market Place: Developing Marketing Strategies & a Marketing Plan I studied several topics during the period of this course but Developing Marketing Strategies & a Marketing Plan was one of my favorite topics. The title of the topic caught my attention right away. I really enjoyed all the other topics but this topic was by far the most enjoyable and helpful. I also chose this topic because it taught me a lot. I learned about developing marketing strategies, the marketing plan, and the growth strategies. This information will one day be of much use in my future career as a business manager. During this course I had the opportunity to learn about marketing, I enjoyed every topic but Developing Marketing Strategies & Marketing Plan was not hard to choose as my favorite topic because it was indeed the most interesting topic. This topic caught my attention and I was not disappointed after I read the section. As I read this section on my book it was very pleasant to be able to understand and define marketing strategy as well as other new contents about marketing itself. I was able to learn different marketing strategies that focus on aspects of the marketing mix to create and deliver value and to develop sustainable competitive advantages. I learned about customer excellence, operational excellence, product excellence, location excellence, and the multiple sources of advantage. I also learned the marketing plan that describe its elements and that the marketing...
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...provide the best care to every patient every day, at affordable pricing and in a family oriented environment. All in One Family Healthcare’s objectives include increasing consumer awareness of the importance of healthcare, making a profit within the first two or three years of operation, and franchising the company within seven years of operation. All-In-One Family Healthcare is a medical clinic that provides five services in one convenient location. Our medical division tends to basic healthcare needs such as annual check ups, physicals, minor blood work and common ailments. Other divisions within the clinic include pharmacy, optometry and dental services. All in One development will include the franchising of the company resulting in more All in One’s in North Carolina and eventually taking our business nationwide. Ultimately All in One plans to have locations in all major cities and operate as one of the nation’s most profitable and recognized health care facilities. All in One FHC will be open Monday-Friday from the hours of 9:00 a.m. to 5:00 p.m. The pharmacy department will remain open until 2:00 a.m. All in One will be closed on holidays such as Christmas, New Year, MLK Day, Memorial Day, etc. All in One Family Healthcare will have a simple management strategy. Since this is an LLC, the company will be run by the various owners and orders shall follow down the chain of command outlined in this section of the business plan. All in One will need about $179,152 and start...
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...Analyse a business plan Business Plan 1 – The following answers parts 1 to 4, including a comparison with the criteria for an effective business plan and the associated strengths and weaknesses. The business plan ‘Quality Training’ has been implemented for the purpose of providing high quality training to clients to improve the productivity and performance of participants. To analyse the business plan, we will be assessing the report in its relevant sections. Firstly, the cover sheet identifies the key element of the business name. However, other relevant details such as the author – assumed to be the joint owners Michael Chapman and Elliot Berkley – contact details and a brief statement of the purpose have all been incorrectly omitted. Accordingly, it appears that the cover page of the report is not fulfilling its objective and providing the reader with a comprehensive understanding of the report when first viewed. Accompanying the cover sheet is the executive summary. The general purpose of executive summaries is to provide a comprehensive summary of the reports features, which can be read in isolation. Hence, the executive summary begins with summarising the main points of the business plan. However, this has been undertaken in an extensive and incoherent manner. The executive summary then proceeds to outline the objectives – written guide, intended audience, scope – then follows with the objectives of the overall company. The mission and keys to success are...
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...z & s farm COMPANY BUSINESS PLAN COMPANY BUSINESS PLAN “A BROILER AND VEGETABLE PRODUCTION BUSINESS, AND A MEAT RETAIL OUTLET” Business Addresses Postal: P.O. Box 174, SITEKI Residential: SITEKI-BIG BEND ROAD,KA-LANGA February 28, 2014 EXECUTIVE SUMMARY Background of Operations Z & S farm is going to be an agricultural business, that will specialize in Piggery (broiler) and maize production. It shall begin operating in 2014, with the production of 20 Pigs and grew gradually over the years. Maize shall be grown on a total of 50 hectares. Piggery shall shall be increased to40 pigs per cycle. This shall entail an expansion of the Piggery shed and buying of additional necessary equipment. Markets Pigs produced shall be sold into three different markets. The bulk of the produce (60%) shall be sold toSimunye Pork. 30 % shall be sold to an intermediary in the live weight market, to Sherwoods for on-sale to the retail market. The remaining 10% shall be slaughtered and dressed by Z & S farms, and sold to local butcheries. The three markets yield different profit margins, with the lowest margin expected to be obtained from the bulk market, which shall however be the most reliable and secure as it shall be on a standing contract basis. The highest margins shall be obtained from the dressed piggery market which is also the least reliable. Maize shall be produced on contract with NAMBoard which shall...
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...Chapter 3 International Financial Markets Lecture Outline Motives for Using International Financial Markets Motives for Investing in Foreign Markets Motives for Providing Credit in Foreign Markets Motives for Borrowing in Foreign Markets Foreign Exchange Market History of Foreign Exchange Foreign Exchange Transactions Interpreting Foreign Exchange Quotations Currency Futures and Options Markets International Money Market Origins and Development Standardizing Global Bank Regulations International Credit Market Syndicated Loans International Bond Market Eurobond Market Development of Other Bond Markets Comparing Interest Rates Among Currencies International Stock Markets Issuance of Foreign Stock in the U.S. Issuance of Stock in Foreign Markets Comparison of International Financial Markets How Financial Markets Affect an MNC’s Value Chapter Theme This chapter identifies and discusses the various international financial markets used by MNCs. These markets facilitate day-to-day operations of MNCs, including foreign exchange transactions, investing in foreign markets, and borrowing in foreign markets. Topics to Stimulate Class Discussion 1. Why do international financial markets exist? 2. How do banks serve international financial markets? 3. Which international financial markets are most important to a firm that consistently needs short-term funds? What about a firm that needs long-term funds? Critical debate Should firms that...
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...Assignment 1: Company Introduction, Market Segmentation, and Product Positioning Strayer University MKT 500 Marketing Management October 27, 2013 Flour and Fleur, LLC. is a local bakery located in Raleigh, North Carolina. It was formed in 2013 as a Limited Liability Corporation and currently operates one location in the heart of downtown Raleigh. The owner and operator of Flour and Fleur is Andy Vu. After years in the event and wedding industry he decided to expand and take on his passion for baking. He works closely in the bakery and can be found whipping up new flavors of macarons or decorating cupcakes. His passion is to create great baked goods with the highest quality possible. That is why the company’s mission statement is as follows: “Our mission is to provide sweets, treats, and baked goods that are comprised of local quality ingredients to our customers with a quality, taste, and uniqueness that cannot be found elsewhere.” Our menu consists of cupcakes, muffins, macarons, croissants, doughnuts, a variety of breads, cookies, brownies, and many other baked goods that change every day. We also take requests if there is not an item that you do not see on our menu. We post our menu for the next day every night and try our best to update the menu throughout the day based on availability. Our mission is to make sure that you get the baked goods you want. We want to provide whatever community we operate in a place to get delicious baked goods and treats....
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...The Library of Congress are also good sources when analyzing population growth, ethnicity mix, labor and economic conditions; however, organizations such as the NRA and restaurant-based publications provide more relevant information about our particular industry. Given the projected growth of the restaurant industry, this aspect of your plan paints an optimistic future of your chances for success in a very competitive business. Target market. Location analysis. Some business plans, probably most, are created before a site has been selected. Therefore, the location analysis may be limited to the general area or city for the proposed concept. As suggested earlier, site selection is often considered the most crucial aspect of the business planning cycle. The location analysis should describe market conditions that exist in the location (or general area) you have selected. Information gathered and displayed here should include demographic statistics, description of local industry and economic outlook, location traffic counts, traffic generators, residential and business population and proximity. You should also draw comparisons between market conditions for the selected...
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...Science Technology Company Presentation to the Board of Directors on 5 Year Plan Executive Summary Context Science Technology Company designs and manufactures electronic measuring equipment and systems The electronics industry is characterized by a short product life cycle, rapid growth and increasing competition The Problem STC’s financial policies and profit margins have limited their ability to finance their working capital requirements STC is approaching the prudent limit of debt financing in relation to its equity Our Recommendation STC needs to raise more equity by positioning itself for an IPO. To do so, the company needs to: – Increase their operational effectiveness to free up working capital – Improve financial performance through asset and liability management 2 Agenda Background The Finson Plan A New Financial Strategy Results 1. Background 2. Evaluating the CFO’s (Harry Finson) Five-year Plan 3. Developing a New Financial Strategy 4. Results 3 1. Background Science Technology Company Science Technology was an early pioneer in the design, manufacture and use of electronic measuring instruments Product Categories: Systems for testing electronic circuits and components Equipment for measuring and analyzing noise and vibration Audiometric devices Time 1915: Founding Pioneer of electronic measuring instruments 1915 – 1945: Pre-war Era Little serious competition Growth resulted from R&D “We don’t want to grow too large” 1945 – Present: Post-war...
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