How-to: Company Pages
How to: Discovery
How-to: Portfolio Holdings
How to: Activity
How to: Leaderboard
How to: Performance
How to: Challenges
How to Trade
How to: use EquitySim to improve your recruitment potential
Fixing Account Errors
My Trade is not being processed
An investment in my portfolio is showing up as $0
Stock splits, mergers + acquisitions
I can't find a specific investment
I can't sign-up
My credit card is being declined
Showcasing your work on EquitySim
Designing a stand-out resume
Preparing for the S+T interview
STAR Structure for Behavioural Interview Questions
Interview Practice - Partner Exercise
2021 Credit-Suisse Investment Challenge
Case Study: 2019 Credit-Suisse Results
What is a Stock?
How to Choose a Stock
Active Trading vs Portfolio Management
How to start testing multiple strategies
What is an ETF?
How to Choose ETFs
What is short selling?
What is a Bond?
What is an Option?
What is Portfolio Management Strategy?
What is Diversification?
What is the Diversification Score?
How to Build a Basic ETF Portfolio
What are asset-classes?
What is Industry Exposure?
What is Geopolitical Exposure?
How to read impact on diversification
What is Volatility?
What is Return?
What is Sharpe Ratio?
How to Improve Sharpe Ratio
How do I measure risk?
What are average excess returns?
What is a good Sharpe Ratio?
Host your own EquitySim Challenge
Can users share an account?
How do I export classroom data?
How do I delete, archive and edit my class?
Challenge Setting Types
How does EquitySim compare to other simulations?
What are Trading Strategies?
What are some basic Financial Vocabulary?
Recording your Strategies and Rationales
What is EquitySim?
Can I undo a trade?
How are prices determined in the simulation?
Why didn't my trade execute immediately?
How do I exchange currency?
Why isn't my ranking showing up?
What are Public Portfolios?
How do I switch between portfolios?
How am I Graded?
Does EquitySim have sample assignments for my curriculum?
How are Options priced in the simulation?
How do I find my daily portfolio change?
How do the Portfolio Emails Work?
Is my data confidential?
How do I delete my account?
How our simulations reflect the real-world
What can I trade on EquitySim?
What is a good rationale?
How to set-up your team
What are the different order types?
Which government bonds can I trade?
Updated by Justin Ling
A portfolio management strategy refers to holding a collection of investments and focusing on the interaction between those investments as the primary way to determine trades. These strategies tend to be designed for longer time horizons and begin by constructing a portfolio.
What is a Portfolio?
Your portfolio is a collection of investments that communicates your base strategy. Your base strategy represents how much risk you would like to take, and which asset classes, industries, and regions you think will outperform.
You can think of a portfolio like a recipe, where each investment is an ingredient. Just like you'd determine how much salt to put on your meal, you'll choose how much exposure/weight you want each investment to hold in your portfolio.
Starting Tips for building your first portfolio:
- Learn about different countries, industries, and securities and how to use diversification
- Understand your own risk tolerance and choose investments that fit your profile
- Write down your portfolio strategy, using % weighting for each security:
Rebalancing: Maintaining your Portfolio
As the prices of each of your investments change the composition of your portfolio changes as well. You will want to monitor your portfolio to ensure it is still communicating your intended strategy. If things have changed too much, you will want to buy and sell to readjust the weights of investments in your portfolio. This is called "rebalancing."
As a portfolio manager, you are most concerned with how the composition of your portfolio is changing, rather than the profits or losses of a specific investment.
For additional learnings, check out these articles: