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How to Trade
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Fixing Account Errors
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Showcasing your work on EquitySim
Designing a stand-out resume
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STAR Structure for Behavioural Interview Questions
Interview Prep: Tell me about yourself
Interview Prep: Pitch me an Investment Idea
Interview Practice - Partner Exercise
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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?
LENGTH: 30 minutes
LEVEL: Intermediate to Advanced
Students will learn how to manage risk by using stop and limit orders. They will also learn the relative advantages and disadvantages of each.
Your assignment will be to use stop and limit orders to both mitigate the risk of your open positions or capitalize on market opportunities.
To begin, create a portfolio with 6 stock positions (How to create a new portfolio here). Distribute your allocation equally among the 6 stocks. You can have long or short positions and you will be holding those positions (unless your orders are triggered) for x weeks.
After you’ve established your positions, set both a stop or a limit order for each one.
For example, if you are short MSFT at 115, you could use a buy limit order at 100 so that you make a profit of at least 5 per share if the stock declines. You could also use a buy stop order at 118, so that if the stock’s price rises, and the stock hits 118, you buy shares at the next available price.
Another example is if you are long AAPL at 100, you can place a sell limit order at 110 so that if AAPL starts to rise, you can sell your shares at a minimum profit of 10 per share. You could also use a sell stop order at 90 so that if the stock declines and hits 90, you sell your shares at the next available price.
After X weeks, check on your positions. Write a short reflection on the exercise.
Your reflection should also answer the following questions:
Were any of the orders triggered?
Were the orders useful in providing adequate protection? To what extent?
What would your portfolio look like if you hadn’t placed the stop or limit orders? Did any of them result in an unexpected outcome?
What were the relative advantages and disadvantages of each type of order? Which one was more useful to you?
Portfolio holdings page
Activity record with order status
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