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roi_ukon_saasto_salkku • Aalto Investment Management Game (Fall 2020) • Dec 2020
Adjusting our portfolio weights to meet our target leverage and short-leg, long-leg ratios. | Leverage 1,5 | Short-leg ratio 40% | Long-leg ratio 60% | Equal weights within positions |
Team85 • Aalto Investment Management Game (Fall 2020) • Nov 2020
Energy sector, long position. Diversifing our energy sector positions, Phillips 66,is an oil and gas company, helps transport, store and process fossil fuels before they’re sold to the consumer allowed to avoid corporate taxes, giving the company a cost advantage over competitors and allowing it to pay large dividends. Fits our investment strategy.
tr3samigos • Aalto Investment Management Game (Fall 2020) • Nov 2020
Short position with this company is suitable with the investment strategy of the fund as it has been in bottom 20 performers among S&P500 companies during the past six months. This transaction facilitates reaching an investment portfolio with equal weights between holdings.
alpha9000 • Aalto Investment Management Game (Fall 2020) • Nov 2020
PSX, Part of our short position based on the fund’s momentum strategy. The company is in the bottom 25 of S&P500 YTD returns. We have used a 1% ($10k) allocation that we use equally for all of our short positions.
travisng • Stockfuse Continuum (US) • Mar 2020
Automatic trade executed by Stockfuse to ensure margin compliance.
elonmusk_ • OLD|Aalto Investment Management Game (Spring 2020) • Jan 2020
One of the strategies is to short stocks in the tech industry with low momentum. Based on the stocks momentum of 10-day-interval, we believe that the market price will decrease a lot this week. Short position.