Directions for Investment Competition
1) Learn about your client by reading the case study. It is NOT all about making the most money. You need to understand your client's goals. Teams are judged by how well they develop and articulate their investment strategies and their competition experiences, not on the percentage gains of their portfolios. Please be sure you are reading your guidebook, accessing learning resources, and using the approved stock list while placing trades. Upon submission of the final written investment reports, judges will select the top teams for regional competitions. The top analysts will be selected from those teams. Be sure to check out the KWHS News Page for inspiration from past finale presentations. Access a writeup of the 2019 Global Finale HERE.
Each team needs to keep a weekly journal to record your new stock purchases, sales, and your rationale, as well as anything else that is relevant to your competition experience. This will help you capture the evolution of your strategy in your final investment policies and presentations.
2) Develop A Strategy. This is very important. The competition grades your explanation of your strategy. Read the directions about developing a strategy.
1) Learn about your client by reading the case study. It is NOT all about making the most money. You need to understand your client's goals. Teams are judged by how well they develop and articulate their investment strategies and their competition experiences, not on the percentage gains of their portfolios. Please be sure you are reading your guidebook, accessing learning resources, and using the approved stock list while placing trades. Upon submission of the final written investment reports, judges will select the top teams for regional competitions. The top analysts will be selected from those teams. Be sure to check out the KWHS News Page for inspiration from past finale presentations. Access a writeup of the 2019 Global Finale HERE.
Each team needs to keep a weekly journal to record your new stock purchases, sales, and your rationale, as well as anything else that is relevant to your competition experience. This will help you capture the evolution of your strategy in your final investment policies and presentations.
2) Develop A Strategy. This is very important. The competition grades your explanation of your strategy. Read the directions about developing a strategy.
Team Organization
Team Leader
The student team leader is the only one on the team who has access to OTIS. The trading login will only appear under the team leader’s account. The purpose is to encourage team members to work together and place trades as a team through one account. Communication and collaboration are fundamental to success in the competition. The team leader can share his or her login with team members, if necessary.
Team Members
Each team member is responsible for at least one sector (see investment rules section for details). A sector is an area of the economy in which businesses share the same or a related product or service. Each sector in the approved stock list includes different industries and companies. Each team should maintain a minimum of four team members and a maximum of seven. Teams are required to invest in at least as many sectors as there are team members. For example, a team with five members needs to invest in a minimum of five sectors. That team can invest in more than five sectors if it chooses to.
Team Leader
The student team leader is the only one on the team who has access to OTIS. The trading login will only appear under the team leader’s account. The purpose is to encourage team members to work together and place trades as a team through one account. Communication and collaboration are fundamental to success in the competition. The team leader can share his or her login with team members, if necessary.
Team Members
Each team member is responsible for at least one sector (see investment rules section for details). A sector is an area of the economy in which businesses share the same or a related product or service. Each sector in the approved stock list includes different industries and companies. Each team should maintain a minimum of four team members and a maximum of seven. Teams are required to invest in at least as many sectors as there are team members. For example, a team with five members needs to invest in a minimum of five sectors. That team can invest in more than five sectors if it chooses to.
What Stocks Can You Invest In?
You will begin with $100,000 in virtual cash to invest in your portfolio, which you create on OTIS.
Approved Stock List
Teams can only invest in stocks on the Approved Stock List (coming soon). Teams will lose the investment if it is not on the Approved Stock List. Stocks are categorized by industry and sector.
SectorsThere are 11 sectors, which consist of multiple industries and dozens of stocks:
The amount of investment in each sector is determined by the team. For example, a team of five could invest $20,000 equally across five sectors. Alternatively, the team could decide to invest $99,000 in one sector and $250 in each of the four remaining sectors.
You will begin with $100,000 in virtual cash to invest in your portfolio, which you create on OTIS.
Approved Stock List
Teams can only invest in stocks on the Approved Stock List (coming soon). Teams will lose the investment if it is not on the Approved Stock List. Stocks are categorized by industry and sector.
SectorsThere are 11 sectors, which consist of multiple industries and dozens of stocks:
- Consumer Discretionary Sector is the term given to goods and services that are considered non-essential by consumers, but desirable if their available income is sufficient to purchase them. Consumer discretionary goods include durable goods, apparel, entertainment and leisure, and automobiles.
- Consumer Staples Sector comprises companies whose businesses are less sensitive to economic cycles. It includes manufacturers and distributors of food, beverages and tobacco and producers of non-durable household goods and personal products.
- Energy Sector is a category of stocks that relate to producing or supplying energy. This sector includes companies involved in the exploration and development of oil or gas reserves, oil and gas drilling and refining, or integrated power utility companies including renewable energy and coal.
- Financials Services Sector is a category of the economy made up of firms that provide financial services to commercial and retail customers. This sector includes banks, investment funds, insurance companies and real estate.
- Healthcare Sector is the sector of the economy made up of companies that specialize in products and services related to health and medical care.
- Materials & Processing Sector is a category of stocks for companies involved in the discovery, development and processing of raw materials. The sector includes the mining and refining of metals, chemical products and forestry products. The basic materials sector is sensitive to changes in the business cycle.
- Producer Durables Sector is a category that includes machinery and equipment.
- Technology Sector is a sector that contains businesses revolving around the manufacturing of electronics, creation of software, computers or products and services relating to information technology.
- Utilities Sector is a category of stocks for utilities such as gas and power. The sector contains companies such as electric, gas and water firms, and integrated providers.
The amount of investment in each sector is determined by the team. For example, a team of five could invest $20,000 equally across five sectors. Alternatively, the team could decide to invest $99,000 in one sector and $250 in each of the four remaining sectors.
- At least one stock must be represented from the minimum number of sectors
- Each team member is responsible for making investments in at least one sector
- For example, in a five-member team, each team member would be responsible for covering at least one distinct sector (i.e. five sectors total). Additionally, in this case, the team members have the option to invest in up to four more sectors for a total of eleven sectors
- Teams can make as many or as few stock trades as necessary in developing their strategy
- Once trading has begun, teams can make trades at any time during the competition.
Mid-project Team Review
Due: @ Google Class Folder, Wednesday, November 6, 2019
@ KWHS on Monday, November 11, 2019
The mid-project team review will show the judges that each team is developing a strategy and following it. Our KWHS competition team will take a look at the reviews and provide general feedback about teams’ strategy development and progress thus far in the competition. You will not get individual feedback on the mid-project team review unless you reach out to KWHS with specific questions. We are always here to offer guidance. If your team does not submit a mid-project team review, you will no longer be considered active in the competition.
Your brief review should consist of the following three sections:
Due: @ Google Class Folder, Wednesday, November 6, 2019
@ KWHS on Monday, November 11, 2019
The mid-project team review will show the judges that each team is developing a strategy and following it. Our KWHS competition team will take a look at the reviews and provide general feedback about teams’ strategy development and progress thus far in the competition. You will not get individual feedback on the mid-project team review unless you reach out to KWHS with specific questions. We are always here to offer guidance. If your team does not submit a mid-project team review, you will no longer be considered active in the competition.
Your brief review should consist of the following three sections:
- Investment strategy: How is your strategy shaping up? What are the rules and behaviors that are guiding your portfolio selections? What tactics are you using to maximize your portfolio selections? How is your team strategy unique?
- Team decision-making process: This should cover how the team is working together and determining which individual stocks to buy
- Top stock holdings: This will allow the judges to ensure the team is on the correct track
- Title page: Your team name, OTIS ID, school name, finalized team member names
- Content: 1-2 pages, double spaced, 12 point font; Times New Roman
- Name your document as: Region-[OTIS ID]-[Team Name]
- Example: Region 3-12345-KWHS Ballers
- Submit in doc or pdf format, not exceeding 5MB