Meeting: October 5
NEXT MEETING: Saturday, October 6, 3pm EST = 8pm Nigeria time
LINK: https://meet.google.com/
TO DO:
- Complete the notes for each share in the tab short list stocks (green stocks) ADD IT TO THE SPREADSHEET
- Log into WINS (https://www.stocktrak.com/login?clientname=Wharton ) with the login info as follows and do all the tutorials:
-
Username Password User ID ExplorerHopAcademy-8811762 b139ba 8871667
Important Links:
| Case study: |
https://globalyouth. |
| Stock List: | https://upenn.app.box.com/s/gr5wkc0ymjaadi3lwahcda3lkbcxq37v |
| Trading Rules | https://globalyouth.wharton.upenn.edu/competitions/investment-competition/rules-roles/ |
| Link to Google Drive | https://drive.google.com/drive/u/2/folders/1dqVRFaEgNpCLBfx2C6-0uhenYiD_MkW3 |
| Link to Document used in today's session | https://docs.google.com/document/d/19KxJbIwNITziKjF6EgR00E3ACogFY-9PdoBck3x714w/edit?usp=drive_link |
| Link to Spreadsheet with stock shortlist (ADD NOTES HERE) | https://docs.google.com/spreadsheets/d/10SY6DUPyWL8RE7l6DsvmtxF7MP3HHBiuBxhPuNOmmSQ/edit?gid=0#gid=0 |
| Link to Wharton Stock List (NEW) | https://docs.google.com/spreadsheets/d/16B1TIu2mwR9mEFGRhTliUxxSu0W93UEg/edit?gid=1368309199#gid=1368309199 |
| Link to Trading Platform (NEW) | https://www.stocktrak.com/login?clientname=Wharton |
Meeting: Sep 28
NEXT MEETING: Saturday, October 5, 2.30pm EST = 7.30pm Nigeria time
LINK: https://meet.google.com/
TO DO:
- Find one more sector: (Jaymes, Mofifu)- ADD IT TO THE SPREADSHEET
- Aryan: Consumer Discretionary - 4 more - ADD IT TO THE SPREADSHEET
- Nabil: Add 5 companies NOT on the list and which is easy to do - ADD IT TO THE SPREADSHEET
Important Links:
| Case study: |
https://globalyouth. |
| Stock List: | https://upenn.app.box.com/s/gr5wkc0ymjaadi3lwahcda3lkbcxq37v |
| Trading Rules (UPDATED LINK): | https://globalyouth.wharton.upenn.edu/competitions/investment-competition/rules-roles/ |
| Link to Google Drive | https://drive.google.com/drive/u/2/folders/1dqVRFaEgNpCLBfx2C6-0uhenYiD_MkW3 |
| Link to Document used in today's session (SEE HOMEWORK) | https://docs.google.com/document/d/19KxJbIwNITziKjF6EgR00E3ACogFY-9PdoBck3x714w/edit?usp=drive_link |
| Link to Spreadsheet with stock shortlist (ADD STOCKS HERE) | https://docs.google.com/spreadsheets/d/10SY6DUPyWL8RE7l6DsvmtxF7MP3HHBiuBxhPuNOmmSQ/edit?gid=0#gid=0 |
| Link to Wharton Stock List (NEW) | https://docs.google.com/spreadsheets/d/16B1TIu2mwR9mEFGRhTliUxxSu0W93UEg/edit?gid=1368309199#gid=1368309199 |
Meeting: Sep 22
Important Links:
| Case study: |
https://globalyouth. |
| Stock List: | https://upenn.app.box.com/s/gr5wkc0ymjaadi3lwahcda3lkbcxq37v |
| Trading Rules: | https://globalyouth.wharton.upenn.edu/competitions/investment-competition/rules-roles/ |
| Link to Google Drive (NEW) | https://drive.google.com/drive/u/2/folders/1dqVRFaEgNpCLBfx2C6-0uhenYiD_MkW3 |
| Link to Document used in today's session (NEW) | https://docs.google.com/document/d/19KxJbIwNITziKjF6EgR00E3ACogFY-9PdoBck3x714w/edit?usp=drive_link |
| Link to Spreadsheet with stock shortlist (NEW) | https://docs.google.com/spreadsheets/d/10SY6DUPyWL8RE7l6DsvmtxF7MP3HHBiuBxhPuNOmmSQ/edit?gid=0#gid=0 |
TO DO BEFORE FRIDAY
- EVERYONE - LOOK THROUGH THE DOCUMENT AND COMPLETE THE TASKS ASSIGNED TO YOU.
- MOFIFU - Start building the shortlist with the info from the actual stocklist. If you see any other companies that could be interesting add those also. You will need A LOT of companies to cover the 5 different categories. See the link to the spreadsheet above - use that.
NEXT MEETING
SATURDAY AT 3PM EST = 8PM NIGERIA TIME (Remember the meeting is moved to SATURDAY)
Google Meets Link: https://meet.google.com/
________________________________________
General Information for students participating in Wharton Competition
NOTE TO STUDENTS: BOOKMARK THIS PAGE PLEASE
Team & Key Responsibilities:
- Jaymes (Leader) - responsible for submitting docs into the portal in time.
- Nabil - responsible for making sure all trades have notes captured
- Mofifu - responsible for stock checking with the official list- you need to make sure you are ALWAYS invested in 5 sectors.
- Farid
- Aryan - reviewing and keeping all documents on track so no last minute rush is needed
Meeting time & Link:
Sunday 3pm EST = 8pm Nigeria time PARENTS ARE REQUESTED TO NOT SCHEDULE EVENTS OR DINNERS DURING THIS TIME PLEASE.
Meetings Start on Sept 22 and go to December 13.
NOTE: A request has come from Jaymes to move the meeting to Saturdays - we can decide this in the session today.
Google Meets Link: https://meet.google.com/yod-jkiz-xhi
Important Links:
Complete before Sept 22: We are incredibly lucky to have such a great Case Study. The person we are building the portfolio for is from Nigeria! Read the case study many time and highlight all the important things BEFORE the meeting on Sunday. We will start building a strategy in the meeting.
.
Key Dates
| Date | What is it | Details |
| Friday, October 18, 2024, no later than 4:00 p.m. ET (Close of U.S. markets) | Trade Deadline | All teams must fully execute at least one trade on WInS by close of the U.S. markets. |
| Friday, October 25, 2024, no later than 5:00 p.m. ET | Team Roster Submission |
|
| Friday, November 8, 2024, no later than 5:00 p.m. ET | Team Midterm Report | Your Midterm Report must adhere to the directions outlined on the website. |
| Friday, December 13, 2024, no later than 5:00 p.m. ET | School Documentation |
|
| Friday, December 13, 2024, no later than 5:00 p.m. ET | Team Final Report | More information will be provided in October. |