Thursday, May 4, 2017

Spring 2017 ETF Global® Portfolio Challenge - Final Leaderboard

Spring 2017 ETF Global® Portfolio Challenge - Final Leaderboard

*For all those participants that will be continuing their studies next year, stay on the lookout for our Student Ambassador Program announcement next week!

After 10 weeks of intense competition that was characterized by constant change atop our leaderboard, the Spring 2017 ETF Global® Portfolio Challenge has come to a close. Our fourth edition of the portfolio challenge brought in a new wave of talented college students from a diverse array of universities and academic backgrounds. Drawing students from 190 schools, 24 countries on 5 continents, this semester’s competition helped enlarge the portfolio challenge’s already broad global footprint and create highly competitive playing conditions.

Our contestants all began the semester with a virtual balance of $100,000 and with the task of constructing the best performing portfolio of ETFs. Students were afforded weekly rebalancing opportunities and were allowed to invest in a minimum of 4 and maximum of 10 ETFs at a time. Despite facing heavy competition all semester, these 5 select students were able to separate themselves from the rest of the field.

Please join us in congratulating the winners of the Spring 2017 ETF Global® Portfolio Challenge!

Name
Class
Degree
School
Return
Ethan O’Donnell
2018
Bachelors
St. John Fisher College
21.33%
Cole Smith
2018
Bachelors
St. John Fisher College
21.05%
Phat Huynh
2018
Bachelors
St. John Fisher College
18.27%
Carlin Lydon
2018
Bachelors
St. John Fisher College
17.95%
John Lehsten
2018
Bachelors
St. John Fisher College
16.68%

In addition to their stellar portfolio returns, this class of winners accomplished an unprecedented feat. After our final tally and audit of the performance results, St. John Fisher College became the first school in the history of our portfolio challenge to claim ownership to all 5 of the contest winners. While these students held different positions in their portfolios, they all followed an Energy and Commodities-heavy strategy that enabled them to generate outsize returns. This statistical anomaly shattered the previous record held by University of Central Florida with 2 of the top 5 students. Moreover, St. John Fisher College managed to accomplish this despite representing under 5% of our 1,000 total contestants and facing the competition’s largest and most globally diverse playing field ever. This is a clear reflection of not only the high quality of students that St. John Fisher College possesses, but also the talent that can be found in smaller schools outside the collegiate mainstream.

As the Top 5 Winners of this semester’s challenge, these students will be featured and recognized during the ETF Global® Portfolio Challenge Awards Ceremony at the upcoming Fall 2017 ETP Forum (www.etpforum.org) on Tuesday, November 28th at the New York Athletic Club.

Please see below for the students that rounded out our Top 25 participants:

Name
Class
School
Return
Sagar Jain Prabhakar
2017
University of Manitoba
16.16%
William Ryan
2017
St. John Fisher College
14.09%
Christopher Tie
2017
University College London
13.89%
Kyle Reid
2017
St. John Fisher College
13.66%
David Irizarry
2018
University of Puerto Rio – Rio Piedras
12.41%
Matt McKenney
2018
University of Maine
12.26%
Jodie Ernestaputra
2018
Monash University Malaysia
11.14%
Gage Paul
2017
University of Akron
10.28%
Baptiste Dermaux
2017
ESSEC
9.45%
Dustin Wallace
2020
Fresno City College
9.24%
Rania Aghoutane
2017
ESSEC
9.09%
Sheng Ya Ng
2018
Imperial College London
9.06%
Edwin Lee
2018
Rutgers University
8.32%
Adam Ellis
2018
University of Manitoba
8.10%
Chi Lun Ng
2018
Hang Seng Management College
8.09%
Troy Terveer
2019
University of South Carolina
7.83%
Ryan Pete
2018
St. John Fisher College
7.81%
Chad Martin
2017
University of Maine
7.62%
Dan Dang
2017
St. John Fisher College
7.28%
Lauren Marotta
2017
St. John Fisher College
7.22%

As reflected in the table above, our winners hailed from a diversity of schools and academic disciplines. St. John Fisher College again broke another milestone by placing 10 students in our top 25, surpassing our previous record holder University of Texas at Austin from the Spring 2016.

Since its inception in the Fall 2015, the ETF Global® Portfolio Challenge has attracted students from 6 continents and over 300 schools. As millennials continue to increase their usage of ETFs, we encourage all college students to take advantage of this opportunity and learn about this fast-growing investment vehicle before they enter the marketplace.

The performance of our Spring 2017 contestants was thoroughly impressive, upholding the high standard set by our previous contestants. We’d like to give a special thanks to Fidelity Investments, our executive sponsor for the Spring, who served as a fantastic partner for this semester’s challenge. We are proud to support this initiative and play a part in the education of the next generation of investors.

Registration for the Fall 2017 competition will open at the end of May.  For more information and to sign-up for the Challenge, please visit: www.etfportfoliochallenge.com.

ETFG 21 Day Free Trial:  https://www.etfg.com/signup/quick

_____________________________________________________________
Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor's currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor.

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.