Investment Portfolio

Our Portfolio

We maintain a $15,000 portfolio of stocks across seven market sectors, including TMT, Consumer Goods, and Financial Services. Throughout the semester, our analysts present investment recommendations based on technical and fundamental analysis of equities within their sector. We perform a long-term hold strategy across our portfolio that allows us to mitigate unsystematic risk and capture stable returns.

Long-term Strategy

We base our investment strategy around the market's long-term upward trajectory. Our analysts collaborate to identify sound investments that leverage the market's momentum to realize reliable gains over 12+ month holding periods.

Sustainable Focus

Established in 2021, our Sustainability Committee reviews each investment recommendation presented to the club. While our portfolio is not restricted to ESG stocks, we avoid investing in companies with poor management of human, social, and environmental capital.

Responsible Returns

We are committed to using our portfolio as a catalyst for positive change. Beyond investing responsibly, we donate a portion of our gains each year to charities selected by our Philanthropy Committee. Returns not donated are reinvested into the portfolio.