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.
_____________________________________________________________
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