Finance4teens Global Youth Investment Competition
ABOUT THE COMPETITION
The Finance4teens Global Youth Investment Competition is an online investment simulation for high school students (9th-12th grade). The purpose of this competition is to give you a better understanding of trading strategies and portfolio management. You will also learn about teamwork, communication, risk, diversification, company and industry analysis, and many other important aspects of investing.
OVERVIEW
Acting as a prospective portfolio manager for UNHW clients, your potential clients have entrusted you with $1,000,000 to invest at your discretion for a period of 10 weeks.
Particpants examine a brief case study featuring a potential client and are tasked with working collaboratively to meet that client’s short- and long-term investment goals as they try to win his or her business. Winners are selected on the strength and articulation of their team strategies, not just the growth of their portfolios.
Final Debrief reports are viewed by a team of expert judges and the Top 10 participants will be announced.
ELIGIBILITY
Participants must be current high school students. “High school” is typically secondary-level (no younger than 14, no older than 18 at the start of the competition), pre-university education, as defined by country (e.g: generally 9th – 12th grade).
GUIDELINES
Participants are responsible for the following:
-
Developing your investment strategy.
-
Conducting deep analysis of sectors, industries and securities.
-
Placing Trades, staying engaged and meeting deliverable deadlines.
Participants will be required to create an Investopedia account
You will begin with $100,000 in virtual cash to invest in your portfolio.
All trading takes place on the Investopedia Stock Simulator. Investopedia Stock Market Simulator is a web-based stock market simulation that allows students to apply the concepts of investments and portfolio management in a hands-on learning environment while working with real-world data without risking real money.
If you’re not based in the U.S., please keep the following in mind throughout the competition:
Consider the time difference between your country and the U.S. stock market. For example, if you are trading in India, you are 9.5 hours ahead of EST. Therefore, you have a window of several evening hours to actively place trades while the U.S. market is open. So, when the U.S. stock market opens at 9:30 a.m. EST, it is actually 7:00 p.m. in India
We do NOT expect you to stay up in the middle of the night to place trades while the U.S. stock market is open. Remember, the Finance4teens Competition is not a trading competition, and therefore day trading is not necessary. The majority of your strategy should be focused on a long-term, buy-and-hold approach, which will not require a lot of buying and selling of stocks once you have, through analysis, determined your best portfolio mix. We do expect you to do some trading once you have built your portfolio; however, you should be strategic about this and not feel pressured to buy and sell frantically at all hours of the night. The bottom line is that you are NOT trying to prove the worthiness of your overall team portfolio/strategy by how much it grows over 10 weeks of trading.
SCHEDULE
DELIVERABLES
Philosophy, Process and Portfolio Statement
-
This 1-2 page double-spaced paper is due Week 3. In addition to your philosophy and process, please include the initial positions for your portfolio and your allocations to each position within the constraints above.
-
Proper citation of any source used and acknowledge ownership of all images and other media.
-
12 point font; Times New Roman
-
Double spaced
-
1 inch margins
-
Submit in doc or pdf format, not exceeding 5MB
Final Debrief Paper
A three-page, double-spaced paper about your Virtual Stock Exchange experience will be due at the end of the competition. Participants will address the following:
● Which positions exceeded your expectations? What conditions caused this?
● Which positions underperformed for you? What factors created the performance gap?
● What are the key things you learned from your Virtual Stock Exchange experience?
● How will your Virtual Stock Exchange experience influence your personal investing in the future?
TRADING RULES
-
Each position you take in an asset must be a minimum of 5% of your assets and a maximum of 10% of your assets.
-
Cash must not exceed 20% of your portfolio at any time. We want you invested, not sitting on the sidelines.
-
The index/stock exchange used for trading will be NASDAQ.
-
The Investopedia Simulator is active during the hours of the U.S. stock market on weekdays from 9:30 a.m. to 4:00 p.m. Eastern Standard Time (EST). However, you can place U.S. equity trade orders when the U.S. stock market is closed. Your trade will be filled at the open price of the stock once the U.S. stock market reopens the next day.
REGISTRATION & FEES
-
Entry Fee: $5 per participant. Rs 199( Payments from India)
-
Post registration participants are requires to pay the fee within 24 hours and create an account on the Investopedia platform. Participants who have registered but not paid the fees will not be considered for the competition.
-
Finance4teens has a limited number of fee waivers available. If paying the fee poses a financial hardship please contact us and we may be able to provide you a waiver. Remember, fee waivers are extremely limited and based on financial need.
OVERVIEW
Acting as a prospective portfolio manager for UNHW clients, your potential clients have entrusted you with $1,000,000 to invest at your discretion for a period of 10 weeks.
Particpants examine a brief case study featuring a potential client and are tasked with working collaboratively to meet that client’s short- and long-term investment goals as they try to win his or her business. Winners are selected on the strength and articulation of their team strategies, not just the growth of their portfolios.
Final Debrief reports are viewed by a team of expert judges and the Top 10 participants will be announced.
ELIGIBILITY
Participants must be current high school students. “High school” is typically secondary-level (no younger than 14, no older than 18 at the start of the competition), pre-university education, as defined by country (e.g: generally 9th – 12th grade).
GUIDELINES
Participants are responsible for the following:
-
Developing your investment strategy.
-
Conducting deep analysis of sectors, industries and securities.
-
Placing Trades, staying engaged and meeting deliverable deadlines.
Participants will be required to create an Investopedia account
You will begin with $100,000 in virtual cash to invest in your portfolio.
All trading takes place on the Investopedia Stock Simulator. Investopedia Stock Market Simulator is a web-based stock market simulation that allows students to apply the concepts of investments and portfolio management in a hands-on learning environment while working with real-world data without risking real money.
If you’re not based in the U.S., please keep the following in mind throughout the competition:
Consider the time difference between your country and the U.S. stock market. For example, if you are trading in India, you are 9.5 hours ahead of EST. Therefore, you have a window of several evening hours to actively place trades while the U.S. market is open. So, when the U.S. stock market opens at 9:30 a.m. EST, it is actually 7:00 p.m. in India
We do NOT expect you to stay up in the middle of the night to place trades while the U.S. stock market is open. Remember, the Finance4teens Competition is not a trading competition, and therefore day trading is not necessary. The majority of your strategy should be focused on a long-term, buy-and-hold approach, which will not require a lot of buying and selling of stocks once you have, through analysis, determined your best portfolio mix. We do expect you to do some trading once you have built your portfolio; however, you should be strategic about this and not feel pressured to buy and sell frantically at all hours of the night. The bottom line is that you are NOT trying to prove the worthiness of your overall team portfolio/strategy by how much it grows over 10 weeks of trading.
SCHEDULE
DELIVERABLES
Philosophy, Process and Portfolio Statement
-
This 1-2 page double-spaced paper is due Week 3. In addition to your philosophy and process, please include the initial positions for your portfolio and your allocations to each position within the constraints above.
-
Proper citation of any source used and acknowledge ownership of all images and other media.
-
12 point font; Times New Roman
-
Double spaced
-
1 inch margins
-
Submit in doc or pdf format, not exceeding 5MB
Final Debrief Paper
A three-page, double-spaced paper about your Virtual Stock Exchange experience will be due at the end of the competition. Participants will address the following:
● Which positions exceeded your expectations? What conditions caused this?
● Which positions underperformed for you? What factors created the performance gap?
● What are the key things you learned from your Virtual Stock Exchange experience?
● How will your Virtual Stock Exchange experience influence your personal investing in the future?
TRADING RULES
-
Each position you take in an asset must be a minimum of 5% of your assets and a maximum of 10% of your assets.
-
Cash must not exceed 20% of your portfolio at any time. We want you invested, not sitting on the sidelines.
-
The index/stock exchange used for trading will be NASDAQ.
-
The Investopedia Simulator is active during the hours of the U.S. stock market on weekdays from 9:30 a.m. to 4:00 p.m. Eastern Standard Time (EST). However, you can place U.S. equity trade orders when the U.S. stock market is closed. Your trade will be filled at the open price of the stock once the U.S. stock market reopens the next day.
REGISTRATION & FEES
-
Entry Fee: $5 per participant. Rs 199( Payments from India)
-
Post registration participants are requires to pay the fee within 24 hours and create an account on the Investopedia platform. Participants who have registered but not paid the fees will not be considered for the competition.
-
Finance4teens has a limited number of fee waivers available. If paying the fee poses a financial hardship please contact us and we may be able to provide you a waiver. Remember, fee waivers are extremely limited and based on financial need.
OVERVIEW
Acting as a prospective portfolio manager for UNHW clients, your potential clients have entrusted you with $100,000 to invest at your discretion for a period of 10 weeks.
Particpants examine a brief case study featuring a potential client and are tasked with working collaboratively to meet that client’s short- and long-term investment goals as they try to win his or her business. Winners are selected on the strength and articulation of their team strategies, not just the growth of their portfolios.
Final Debrief reports are viewed by a team of expert judges and the Top 10 participants will be announced.
ELIGIBILITY
Participants must be current high school students. “High school” is typically secondary-level (no younger than 14, no older than 18 at the start of the competition), pre-university education, as defined by country (e.g: generally 9th – 12th grade).
GUIDELINES
Participants are responsible for the following:
-
Developing your investment strategy.
-
Conducting deep analysis of sectors, industries and securities.
-
Placing Trades, staying engaged and meeting deliverable deadlines.
Participants will be required to create an Investopedia account
You will begin with $100,000 in virtual cash to invest in your portfolio.
All trading takes place on the Investopedia Stock Simulator. Investopedia Stock Market Simulator is a web-based stock market simulation that allows students to apply the concepts of investments and portfolio management in a hands-on learning environment while working with real-world data without risking real money.
If you’re not based in the U.S., please keep the following in mind throughout the competition:
Consider the time difference between your country and the U.S. stock market. For example, if you are trading in India, you are 9.5 hours ahead of EST. Therefore, you have a window of several evening hours to actively place trades while the U.S. market is open. So, when the U.S. stock market opens at 9:30 a.m. EST, it is actually 7:00 p.m. in India
We do NOT expect you to stay up in the middle of the night to place trades while the U.S. stock market is open. Remember, the Finance4teens Competition is not a trading competition, and therefore day trading is not necessary. The majority of your strategy should be focused on a long-term, buy-and-hold approach, which will not require a lot of buying and selling of stocks once you have, through analysis, determined your best portfolio mix. We do expect you to do some trading once you have built your portfolio; however, you should be strategic about this and not feel pressured to buy and sell frantically at all hours of the night. The bottom line is that you are NOT trying to prove the worthiness of your overall portfolio/strategy by how much it grows over 10 weeks of trading.
SCHEDULE
DELIVERABLES
Philosophy, Process and Portfolio Statement
-
This 1-2 page double-spaced paper is due Week 3. In addition to your philosophy and process, please include the initial positions for your portfolio and your allocations to each position within the constraints above.
-
Proper citation of any source used and acknowledge ownership of all images and other media.
-
12 point font; Times New Roman
-
Double spaced
-
1 inch margins
-
Submit in doc or pdf format, not exceeding 5MB
Final Debrief Paper
A three-page, double-spaced paper about your Virtual Stock Exchange experience will be due at the end of the competition. Participants will address the following:
● Which positions exceeded your expectations? What conditions caused this?
● Which positions underperformed for you? What factors created the performance gap?
● What are the key things you learned from your Virtual Stock Exchange experience?
● How will your Virtual Stock Exchange experience influence your personal investing in the future?
TRADING RULES
-
Each position you take in an asset must be a minimum of 5% of your assets and a maximum of 10% of your assets.
-
Cash must not exceed 20% of your portfolio at any time. We want you invested, not sitting on the sidelines.
-
The index/stock exchange used for trading will be NASDAQ.
-
The Investopedia Simulator is active during the hours of the U.S. stock market on weekdays from 9:30 a.m. to 4:00 p.m. Eastern Standard Time (EST). However, you can place U.S. equity trade orders when the U.S. stock market is closed. Your trade will be filled at the open price of the stock once the U.S. stock market reopens the next day.
REGISTRATION & FEES
-
Their is a participation fee of INR 1,000 for applicants from India and USD $15 for International students.
