Learn to Invest
Introduction
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?
Diversification Score
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
Sharpe Ratio
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?
Challenge Metrics
Innovating Recruitment
Recruitment Resources
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
Why employers should work with EquitySim
2022 Financial Markets Campus Recruitment Insights
Case Study: 2019 Credit-Suisse Results
Our Simulation
Simulation Walkthrough
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
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- Our Simulation
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- How-to: Portfolio Holdings
How-to: Portfolio Holdings
Updated
by Justin Ling
What is it for? To give you a comprehensive overview of how your portfolio is changing with the markets.

Access this page with the current portfolio tab.
Overview

Strategy (left-hand): Keep track of your strategy/thesis to determine how you should evaluate the success of your portfolio.
Portfolio Value + Change (middle): The current value of your portfolio, and the change from yesterday to today.
Performance Metrics: Help you understand how well you are managing your portfolio.
Holdings

The contents of your portfolio. You can adjust your holdings by trading directly from this table.

Toggle between the different types of investments, to see your holdings in each category.
Share Portfolio

Generates a customized image, and link so you can share your portfolio with friends, or on social media. Get feedback, start discussions on investments, or simply share your performance.