Wednesday, December 13, 2017

Final Results - Fall 2017 ETF Global® Portfolio Challenge

Wednesday, December 13, 2017 - For all those participants that will be continuing their studies, we invite you to take part in next semester’s competition, which will be opening on Monday 12/18! Registration is free and on the contest website at

Five young collegians displayed investing acumen beyond their years and established themselves as the winners of the Fall 2017 ETF Global® Portfolio Challenge. Students pursuing 86 different majors from 220 schools, 34 states, 25 countries and 6 continents competed in this semester’s competition, underscoring the wide-ranging appeal that ETFs have among emerging investors. With a record number of participants from a diverse range of geographic, cultural and academic backgrounds, it was clear that there would be no shortage of competition.

Our contestants 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 4 to 10 ETFs from the universe of U.S listed ETFs. The Fall 2017 portfolio challenge officially kicked off Monday, September 25th and concluded on Friday, December 8th. After 11 weeks of competition marked by frequent change atop our leaderboard, these 5 students emerged with the top performing portfolios -

Fall 2017 ETF Global® Portfolio Challenge Winners
Ryan Hannifan
U of Wisconsin - Madison
Patrick Michael
Saint Joseph’s University
Edwin Lee
Rutgers University
Berenice Andaur
Pace University
William Zhu
U of California, Santa Barbara

The Fall 2017 winners were propelled to victory by a variety of timely and astute investment choices. As volatility continued to plumb new lows, technology and semiconductor stocks soared to record highs, oil prices rebounded and financials surged on the prospects of pro-growth tax reform during the course of our Fall competition, our winners shrewdly identified these trends and constructed their portfolios to take advantage of these developments. Investments in products such as ProShares Short VIX Short-Term Futures ETF (SVXY), Direxion Daily Semiconductor Bull 3x Shares (SOXL), ProShares UltraPro QQQ (TQQQ), VelocityShares 3x Long Crude Oil ETN (UWT) and Direxion Daily Financial Bull 3x Shares (FAS) enabled our winners to capture these trends and generate outperformance.

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 Spring 2018 ETP Forum ( on Tuesday, April 24 at the New York Athletic Club. These students will also be joined by the rest of our top 25 finishers, who are all awarded free passes for their performance –

Fall 2017 Final Leaderboard 6-25
Si Young Choi
Hong Kong U of Science and Technology
Brian Toy
Binghamton University
Christopher Martinez
University of Texas – Rio Grande Valley
Priyanka Saha
University of Houston
Adam Ross
University of Detroit Mercy
Mengqin Huang
Hong Kong U of Science and Technology
Christopher Tie
University College London
Paige Fairchild
University of Detroit Mercy
Carolina Luna
Pace University
Spiro Pliakos
University of Detroit Mercy
Huarui Qin
University of Manitoba
John Matthew Garcia
Fresno City College
Luke Palmer
University of New Hampshire
Anthony Calderone
Arizona State University
Rafael Kusuma
Monash University Malaysia
Holly Hedemark
University of Detroit Mercy
Connor Pritchard
Arizona State University
Ryan James
University of Wisconsin – Madison
Huy Thang Chu
Erasmus University
Ho Fan Wu
University of Buffalo

An analysis of our students’ investments reveals an extremely research-intensive and knowledgeable group, as their investments ventured far outside the mainstream of the ETF ecosystem. Among the 2,000+ U.S. listed ETPs from 122 fund sponsors, our students invested in 813 products from 56 issuers. Of these 813 products, 67 were ETNs, 67 were inverse and 129 were leveraged based products. Their investments cut across blended, developed, emerging, and frontier markets. From an asset class perspective, our contestants favored equity-based products with investments in 578 equity ETPs or 71% of the total products invested in. Their asset class allocations were rounded out with 12% to fixed income products, 8% commodities, 4% multi asset, 3% currency, and 2% real estate.

Using our taxonomy, we were able to further examine how granular our students were with their product selections. In category, the first level of our taxonomy, our contestants invested in everything from broad equity and sector products to Swedish krona and Chinese renminbi based products. In focus, the second level of our taxonomy, our students’ ETF investments ran the gamut from financials and high yield to esoteric livestock and coffee focused products. Overall, here were the most traded securities in our fall competition -

With each successive edition of the portfolio challenge, we continue to be more and more impressed by the ETF knowledge and investment skills of our student contestants. We look forward to hosting our sixth edition of the portfolio challenge in the Spring and continue to observe the enthusiasm for ETFs and investing talent our next group of students bring to bear.

Registration for the Spring 2018 competition will open on Monday, December 18.  For more information and to sign-up for the challenge, please visit:

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