by Spring 2021 Short Term Competition
Below are the assignments for the Spring 2021 Short Term Competition:
Team 0
- Vincent Agostinelli
- Eric Bartos
- Drew Hoover
- Derek Kagen
- Brentyn Muir
Team 1
- Amanda Costello
- Brennan Cumby
- Ian Garcia-Phillips
- Martin Grzywa
- Michael Gutman
Team 2
- Donovan Humberger
- Bryce Johnson
- Jonah Kozak
- Ryan Peters
- Brock Robertson
- Quinn Simonson
Short Term Investment Parameters
$300 million
To limit the possibility of penny stock trading, having limited information, and to keep a certain level of trade volume.
Less than 50% in Small Cap (companies with less than a $2 billion market cap)
Example: If a team is given $15,000, the maximum allowed investment in small cap companies is $7,500.
2 weeks
To eliminate daytrading.
$1,000
To ensure it has valuable meaning.
33%
Example: If a team is given $15,000 dollars the maximum allowed investment in one single asset is $5,000. This will ensure both diversification but also force teams to invest in more than one asset.
10%
Example: If LAM’s total assets are $200,000 then no single investment can exceed $20,000. This includes all positions. If LAM already have a substantial investment in a given stock it might limit the possibility of a team to make the same investment.
33%
To diversify away from industry risk. Example: If a team is given $15,000 dollars the maximum a team can invest in industry is $5,000.
30%
To limit exposure to industry risk.