Capstone: Building Your CSE Investment Plan

Define personal financial goals and an appropriate investment time horizon.

Create a personal stock screening checklist based on key fundamental and qualitative criteria.

Apply the screening checklist to filter stocks on the CSE and create a candidate list.

Perform a comprehensive analysis (financial, business, and valuation) on a selected CSE-listed company.

Synthesize all findings into a clear investment thesis stating whether to buy, hold, or avoid the stock.

Construct a simple, diversified model portfolio based on your risk profile and investment thesis.

Develop a personal plan for monitoring holdings and pre-defined rules for selling an investment.