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
What are some basic Financial Vocabulary?
How to get recruited using EquitySim
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
What is a Stock?
How to Choose a Stock
Active Trading vs Portfolio Management
How to start testing multiple strategies
What is Portfolio Management Strategy?
How to Build a Basic ETF Portfolio
What is an ETF?
How to Choose ETFs
What is a Bond?
What is an Option?
What are Trading Strategies?
What is short selling?
Understanding Metrics / Data
What is Diversification?
What is the Diversification Score?
What are asset-classes?
What is Geopolitical Exposure?
What is Industry Diversification?
What is Geographical Diversification?
What is Industry Exposure?
How do I read the Diversification Radar Chart?
How to read impact on diversification
What is a good Sharpe Ratio?
What is Sharpe Ratio?
What are average excess returns?
How to Improve Sharpe Ratio
How do I measure risk?
What is Return?
What is Volatility?
Credit-Suisse Investment Challenge
Recording your Strategies and Rationales
Showcasing your work on EquitySim
Adding structure to your interview answers
Preparing for the interview
Preparing for the Sales + Trading Interview
Credit-Suisse: 2019 Case Study
2019 Credit Suisse Investment Challenge [Fall]
2020 Credit Suisse Investment Challenge [Fall]
2020 Credit Suisse Investment Challenge [Summer]
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 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?
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 building a portfolio.
What is a Portfolio?
Your portfolio is a collection of investments that communicates your base strategy. It represents how much risk you would like to take, how you are diversifying your investments and showcases your outlook on the markets.
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.
We challenge you to try launching your first portfolio!