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
With each investment you add to your portfolio, we calculate how your diversification is impacted. This gives you feedback on how to make improvements to your portfolio.
Spread the risk you are taking across different types of investments to maximize your diversification score. The score is out of 100.
Exposure displays the weight this investment has in your entire portfolio.
Note: A general rule of thumb is to keep the exposure of one particular investment under 10%.
Each investment on EquitySim has the attributes: Asset Class, Industry, and Region. You'll want to choose investments that have different combinations of these attributes.
An asset class is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations.
There are 5 types of Asset classes on EquitySim: Stocks, ETFs, Bonds, Options and Cash.
Hint: click the trade dropdown to explore other asset classes
An industry is a group of companies categorized by the particular kind of goods or services they produce.
Hint: Go to Trade > Stocks > Filter by Industry, to find investments from different industries.
A region identifies the location that investment is primarily based.
Hint: Go to Trade > Stocks > Filter by Country, to find investments from different regions.