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KCS - Investment Club

Day 3 (Oct 2, 2023) 

TO DO : 

  1. Compete the initial stock picks here and add all the info : https://docs.google.com/spreadsheets/d/10Od26hSf7_bSuAz4YNX3xKfm5sAlWWqw9Kz3zMieYps/edit#gid=1338847397 
    1. Cilian & Thomas:  Pick one more industry so you have 5 industries to play with in the competition and complete the sheet 
    2. Raffa: Complete the Industrials stocks you have picked, it's a good idea to try to find industrial companies which have something to do with the Olympics in LA
    3. Jojo:  Pick 5 stocks in a different industry (Consumer Discretionary may be a good choice as it has a lot of companies that would have something to do with the Olympics) 
    4. Try to get some South American and International companies so that your portfolio is more global in nature. 
  2. Print and Read the Case Study here: https://globalyouth.wharton.upenn.edu/investment-competition/case-study/
    1. On Friday, come ready to explain to me what you think is important so that we can make sure our company shortlist meets the criteria.  

What was covered today: 

  1. Reviewed from last week: Tickers, Stock Markets, Currency traded in, Days Range, 52 Week Range , Volume, Market Cap
  2. New Material: 
    1. Beta 
    2. Initial discussion on the Case Study 

Day 2 (Sep 25, 2023)

 HOME WORK (Please complete by Friday, Sep 29 2023) : 

Each person should complete it: 

Link to the sheet to complete: 

  1. Go to the sheet here (Tab = Team Configuration) and fill in your sector and geographical region. Pick a sector you are interested in. 
  2. Go to the tab = Wharton Stock List,
    1. Filter for your sector (Column = GICS Sector (the pink one))
    2. From the list select 5 companies (it's probably a good idea to do some research about it first)
    3. Add those 5 companies to the next tab that belongs to your team. (Tab = Stock Picks Team 1 or Stock Picks Team 2) 
  3. Add the Market Cap and ESG score to those companies as well. To find ESG score, go to that company on Yahoo Finance, then under the company stats click on Sustainability.  Here is a picture: 

Note to students: If you have trouble filling out the sheet, ask Thomas or Cilian who have already done it. 

What was covered today: 

  1. Reviewed from last week: Tickers, Stock Markets, Currency traded in, Days Range, 52 Week Range , Volume
  2. New Material: 
    1. Market Cap
    2. ESG (this is VERY important for Wharton) 

 

Day 1 (Sep 22, 2023) 

 HOME WORK (to be done before Monday, Sep 25) : 

  1. Go to the sheet here (Tab = Team Configuration) and fill in your sector and geographical region. 
  2. Go to the tab = Wharton Stock List,
    1. Filter for your sector (Column = GICS Sector (the pink one))
    2. From the list select 5 companies (it's probably a good idea to do some research about it first)
    3. Add those 5 companies to the next tab that belongs to your team. (Tab = Stock Picks Team 1 or Stock Picks Team 2) 

What was covered today: 

  1. What is a stock
  2. What is a Stock Market
  3. Tickers, Stock Markets, Currency traded in 
  4. Days Range, 52 Week Range 
  5. Volume

Welcome

Hi Everyone! 

Welcome to the KCS Investment Club. 

In this club we are going to learn the following things: 

  • How to invest and read stock market data
  • How to build a portfolio 

After every class, you will be given a trade to put through which matches the information you have learned.  

In some cases, you will work in groups and create some analysis docs as well.  In this case, everyone in that group will put in the same trade into their individual portfolios.  

Link to trading platform:  

For those going to competition:

  • Link to case study: https://globalyouth.wharton.upenn.edu/investment-competition/case-study/  
    • Please read this very carefully.  Your goal is to make a customized portfolio for the client in the case study.  
  • Link to approved list of stocks: https://globalyouth.wharton.upenn.edu/investment-competition/stock-list/ 
    • You can only trade stocks on the list so double check that the stocks are on the list.
    • You need to keep as many sectors as you have team members + 1 ETF.  So if you have 7 team members - you need stocks in 7 different sectors + 1 ETF 
    • Here are the list of Sectors.  A good practice is to assign one sector to one team member as equalizes the work load across the team. 
      1. Energy
      2. Materials
      3. Industrials
      4. Consumer Discretionary
      5. Consumer Staples
      6. Health Care
      7. Financials
      8. Information Technology
      9. Communication Services
      10. Utilities
      11. Real Estate

Link to Google Meets for the Investment Club meetings (Monday and Friday from 12 noon -1pm) 

Link to google sheets with key dates  

https://docs.google.com/spreadsheets/d/10Od26hSf7_bSuAz4YNX3xKfm5sAlWWqw9Kz3zMieYps/edit#gid=0

 

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