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 Prep: Tell me about yourself
Interview Prep: Pitch me an Investment Idea
Interview Practice - Partner Exercise
Interview Prep: What to wear
2022 Credit-Suisse Challenge
Case Study: 2019 Credit-Suisse Results
2022 Challenge Partner Program
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
Asset Allocation (Assignment 1)
Activity 1: Trading Frequency and Returns
Activity 2: ETFs and Asset Allocation
Activity 3: Creating a Long Stock Pitch
Activity 4: Shorting, Correlation, and Hedging
Activity 5: Equities — Stop and Limit Orders
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?
Please use your long-term portfolio for this activity (if you haven't already created a portfolio for this long-term exercise, go ahead and do so now. Here are instructions on how to create an additional portfolio).
Your goal is to build a portfolio comprised of any weighting of the ETFs below.
EEM (iShares MSCI Emerging Markets)
SPY (SPDR S&P 500)
XLF (Financial Select Sector SPDR)
GDX (VanEck Vectors Gold Miners)
QQQ (Invesco QQQ)
EWZ (iShares MSCI Brazil)
XLU (Utilities Select Sector SPDR)
XLP (Consumer Staples Select Sector SPDR)
XLE (Energy Select Sector SPDR)
XLK (Technology Select Sector SPDR)
XLI (Industrial Select Sector SPDR)
XLV (Health Care Select Sector SPDR)
XRT (SPDR S&P Retail)
KRE (SPDR S&P Regional Banking)
Fixed Income ETFs:
IEF (iShares 7-10 Year Treasury Bond ETF)
AGG (iShares Core US Aggregate Bond ETF)
LQD (iShares iBoxx Investment Grade Corporate Bond ETF)
BSV (Vanguard Short-Term Bond ETF)
EMB (iShares JP Morgan USD Emerging Markets Bond ETF)
You can allocate a percentage of your portfolio to all of the ETFs, 100% to 1 of them, or anything in between.
Use Excel to figure out how many shares of each ETF you need to buy to reach your desired allocation.
During the activity, make sure to think about the following questions, to be discussed in class after completing your portfolio:
What is your risk tolerance?
What is your strategy?
What factors are you considering when making your allocation decision (broadly)?
What did you think about when considering the geographic distribution of your allocation? How about when
choosing stocks vs bonds vs cash? Or government bonds vs corporates?
Did you base your decisions on an overarching trend you’ve noticed in the markets?
**Help us shape the assignments! We would love to collaborate on making them better and adding more content. Can’t wait to hear from you!
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