Learn to Invest
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?
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
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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Updated by Justin Ling
To make the most of your learning experience, you'll want to keep track of your strategies and rationales. Here are some easy ways to do so:
Document your Portfolio Strategy:
This is an overall strategy that you are following. You can change this over time, so it doesn't matter if your strategy isn't that sophisticated. Writing some strategy is better than none.
After each trade you'll be prompted to fill in your rationales. Here's a good opportunity to capture what you're thinking. You don't need to fill in a rationale for each trade, but make sure you fill in for some.
If you decide to do extensive research on a few companies, here's a good place to showcase your work.
Reviewing your Rationales
You can review your rationales in your 'Activity Tab.'
Go back periodically and review how your thinking and strategies have evolved and improved. Look back and see how certain ideas turned out, what worked? What didn't?
You can export this information into excel for further analysis: