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 could invest in a minimum of 4 and maximum of 10 ETFs at a
time. Despite facing heavy competition all semester, these select students were
able to separate themselves from the rest of the field.
Please join us in congratulating the winners
of the Spring 2019 ETF Global® Portfolio Challenge!
Name
|
School
|
Return
|
Erin Hope
|
Keuka College
|
51.8%
|
Austyn Scott
|
Keuka College
|
51.7%
|
Joshua Kayn
|
Keuka College
|
26.6%
|
Alejandro Gutierrez
Restrepo
|
Universidad EIA
|
23.4%
|
Mariana Muñoz
|
Universidad EIA
|
22.3%
|
Paolo Montemurro
|
Università della
Svizzera Italiana
|
21.9%
|
Our winners hailed from three different schools in three different countries. Our first and second place winners, Erin Hope and Austyn Scott, had heavy positions in EGA Emerging Global Shares Trust (HILO) and Direxion Daily Gold Miners Bull 3X ETF (NUGT). Joshua invested mainly in JPMorgan Ultra-Short Income ETF (JPST) helping him to earn a return of 26.6%. Alejandro and Mariana were able to achieve 23.4%
and 22.3% returns respectively through investing in a mix of physical commodity
ETFs and Fixed Income funds. Finally, our sixth place finisher Paolo posted a total percent gain of 21.9% through a diverse investing strategy that included ETFs from the Metals, Oil & Gas, and TMT sectors coupled with a variety of Fixed Income funds.
As the 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 2019 ETP Forum (www.etpforum.org) on Thursday, November 21st at the New York Athletic Club.
Please see below for the students that rounded out our Top 25 participants
Please see below for the students that rounded out our Top 25 participants
Name
|
School
|
Return
|
Cristobal Gonzalez
|
Universidad EIA
|
20.4%
|
James Clark
|
University of
Maine
|
19.9%
|
Naif Alhamed
|
California State University,
Fullerton
|
19.8%
|
Tushar Verma
|
Rutgers University
|
19.8%
|
Malcolm Menezes
|
Xavier University
|
19.7%
|
Brian Toy
|
Binghamton
University
|
19.5%
|
Chiaoyu Pai
|
University of Hong Kong
|
17.4%
|
Davide Brignoli
|
Università della
Svizzera Italiana
|
17.4%
|
Alec Vanderloo
|
Loyola University Chicago
|
17.4%
|
Mariam Salla
|
ESSEC
|
17.1%
|
Joshua Warner
|
Plymouth State University
|
16.7%
|
Dylan Clark
|
Keuka College
|
16.4%
|
Tim Akin
|
Birkbeck, University of London
|
16.4%
|
Sean Clarry
|
Rutgers University
|
16.3%
|
Juan Daniel Hincapie Herrera
|
Universidad EIA
|
15.9%
|
Abishek Dubey
|
ESSEC Business
School
|
14.8%
|
Jeff Haegler
|
Keuka College
|
14.6%
|
Thien Nguyen
|
Washington
University in St. Louis
|
14.5%
|
Paul Casse
|
ESSEC
|
14.2%
|
Since its inception in the
Fall 2015, the ETF Global® Portfolio Challenge has attracted
students from 6 continents and over 400 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.
Registration for the Fall 2019 competition
will open at the end of August. For more information and to sign-up for
the Challenge, please visit: www.etfportfoliochallenge.com.
Thanks for reading ETF Global Perspectives!
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.