Investment Fund Competition

Our team worked really well with each other throughout this process. Communication was likely the reason we did well on this project. Each of us essentially decided on the different investments to pick together, researching one at a time and then talking it over within the group. This class, specifically the competition, taught me a lot more about investments than I had previously known. Personally, I enjoyed the competition because it gave a real-world example, bringing in professional judges, deciding on real-life investments with actual money at stake, and competing with other classmates was all a good learning experience.

The investment competition was an excellent opportunity to apply what I learned in class to real-world scenarios. I really enjoyed working with my team to research different types of investments and presenting our strategy to both classmates and judges.

The investment fund competition was a great opportunity to apply everything we had learned throughout the semester to a real-world scenario. Working as a team was especially valuable as we met multiple times to divide tasks, reassess our strategy, and collaborate. It was interesting to hear different perspectives from people in the team and build off each other’s ideas to create the best possible portfolio. Every team member played a key role in one or more aspects of the project, making it a truly collaborative and enriching experience.

This project was a great experience. I got to do a lot of research on stocks and bonds, which is something that I look at every day outside of the classroom, so I was gaining a lot of useful information. After putting together a portfolio, I enjoyed hearing the thoughts of the judges and any tips they had to make the portfolio more successful over the years. Making this project a competition made me want to put my best foot forward and show what I learned throughout the course. Overall, a great experience and can’t wait to see how the portfolio performs!

For our presentation, my group focused on creating a balanced and diversified portfolio strategy that combines stability with growth. We wanted the portfolio to take some time to grow in order to get the most from our investment, that is why a majority of the portfolio included low risk high return. Working together on this helped us better understand how each component plays a role in managing risk while aiming for strong overall performance.