Portfolio Practicum

Catalog description

Prerequisites: FIN 353 and permission of instructor. This is a one-semester ‘hands-on’ course combining academic study with actual investing. As part of the course, students manage a portfolio of stocks called the Student Managed Investment Fund. Students receive a significant amount of training, resources and support in exchange for extraordinary effort. The course is unique in its support from real-world professionals that act as its Advisory Board, providing resources, insights and feedback for students. Working in groups, students analyze all stocks in their assigned sector of the stock market and make buy, sell and hold recommendations to the class. In addition, the class evaluates the historic performance of the fund.