IU Stock Portfolio

“Buy on the cannons sell on the trumpets”-French proverb

Provide students the opportunity to test the waters of the equity markets risk free.

Develop analysis skills: give students insight into a career in institutional investing/ hedge fund management.

A topic of discussion for students interested in a career in the investments/financial services industry.

Goals of the IU Stock Portfolio

Portfolio manager will administer trades for the website, other club members will pick the stocks to be purchased

VSE Marketwatch

You can’t sell your stock (this rule may change)

No Margin

The Website

Each member will choose two companies to invest in that they believe will have a positive return on investment.

Multiple members can pick the same stock

You have 100,000 to invest in, you choose 50% for each company.

Choosing your companies

Mandatory for each member

Research the companies before you tell me

You have 1 week to tell me the stocks you are picking!

Monthly reporting will give insight on companies and their performance.

Choosing your companies(cont.)

Free websites to track performance

Yahoo! Finance

MSN Money

CNN Money

Google Finance

Track your stocks!

The IU stock portfolio’s success is 100% responsible of club members.

Your analysis is based on what will be purchased.

Lets set a goal to beat the S&P index!

You make the investment decisions

Thank You