Wharton KWHS Investment Portfolio Management (level 4)
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Course overview
This course will employ the fundamental, technical, investment analysis techniques learned in the prior
two classes to build a portfolio in conjunction with a team. Quantitative methods such as portfolio
optimization and risk management techniques are introduced. After this class, students should be prepared
to compete in the Wharton Global High School Investment Competition.
Each student will have an opportunity to run a portfolio and trading simulation on a licensed high-quality simulator “StockTrak”. A class wide investment competition will select the winners. And High School Students (9-12 grade) in this class can also sign up for the free coaching to attend Wharton Global Investment Competition (Sep – Dec 2021).
Each student will have an opportunity to run a portfolio and trading simulation on a licensed high-quality simulator “StockTrak”. A class wide investment competition will select the winners. And High School Students (9-12 grade) in this class can also sign up for the free coaching to attend Wharton Global Investment Competition (Sep – Dec 2021).
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Instructor: Raymond Mathis
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Schedule: Mon - Sat, Aug 9th - Aug 21st
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Time: 8:30 pm - 10:00 pm (EST)
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Tuition can be fully refunded before the second class. After that, no refund.
