2021 Winter – Stock Investment for Youth

BEAT LIVE3

This 12-week course aims to extend high school students’ financial capability and help them to understand the principles of investment and security analysis via a web-based stock trading simulation game.

The trading platform is supported by Stock-track, a leading provider for universities, high schools, and financial service companies in the industry. Through the simulation game, students can apply the concepts of investment and portfolio management in a hands-on learning environment, while working on real-world data without risking real money.

Students are required to add trading notes before each trade is being executed. The important dates, such as the day of registration closes and the last day of trading, will be sent out at the beginning of the semester.

The teacher will monitor the students’ investment performance in their accounts and assist during the trading process. Final investment reports and presentations are expected to be delivered in the last class at the end of the semester.

This class uses the framework based on the Wharton Global High School Investment Competition.

Outline of class topics:

Week 1: Why do we invest?

  • What is an investment?
  • Introduction to Stock-track Trading Simulation Game
  • Essential functions of Excel Worksheet

Week 2: What is a stock?

  • Identify Ticker Symbols and Interpret Stock Quotes
  • IPO and Secondary Market
  • Margin account and different trading orders

Week 3: Return and Risk

  • How to measure return?
  • The impact of capital gain tax
  • How to interpret and measure risk?
  •  Screening of stocks based on the comparisons of return and risk: risk-return trade-off

Week 4: Portfolio and Diversification

  • What is an investment portfolio?
  • What are the benefits of diversification?

Week 5: Mutual Fund and ETF

  • Active investment and passive investment
  • How to read the prospectus
  • How to track the performance of an investment portfolio

Week 6: How to write an investment proposal and perform a fundamental study

Week 7: Research strategies for new investors

Week 8:  SWOT Analysis

Week 9: Introduction to industrial analysis

Week 10: Balance sheet and Income Statement

Week 11: Environmental, Social and Governance (ESG): the impact investing

Week 12: Final Presentation and Investment Performance Report

Course Features

  • Grade G8-G12
  • Max Enroll 10
  • Class Time 9:00 am – 10:30 pm EST, Sundays (1/31 - 5/9, no class on 2/14, 3/28, 4/4)
  • Class Location Online
$300/12 Classes
Wenyi Louis Lu, PhD., is an assistant professor in Finance, and has been teaching Investment and Security Analysis on different campuses of the City University of New York. He works with the other colleagues and CFA professionals to help students participate in the security analysis and valuation competition at Brooklyn College. His current research focuses on digital financial literacy and entrepreneur innovation. One of his research projects with co-authors explores the factors determining the ESG stock portfolio’s abnormal return.