| 52 Week Rng | - |
| Market Cap | - |
| Avg Volume | - |
| 1M Volatility | - |
| Short Ratio | - |
| P/E Ratio (TTM) | - |
| P/E Ratio (Fwd) | - |
| P/B Ratio | - |
| Div & Yield | - |
benjamin.vanvliet • FIN 353 UMaine Investment Strategy Fall 2020 • Nov 2020
Closing position
LehmanBros • OLD|Aalto Investment Management Game (Spring 2020) • Feb 2020
Closing position. Poor performance plus global events create uncertainty and increase volatility across the market.
Investors22 • OLD|Aalto Investment Management Game (Spring 2020) • Jan 2020
Risk diversification to different industries, potential continuous growth which fits the portfolio's strategy.
ElizaSteph9111 • Boone - Economics-Honors Spring 2019 - 4A • Mar 2019
Closing position
hm2 • OLD|Aalto Investment Management Game (Spring 2019) • Jan 2019
As part of our investment strategy, 75% of our portfolio is to be managed passively, consisting of stocks which are part of the KLD fund. This fund is not only consistent in its growth, but also gives investors peace of mind that their invested capital is going to environmentally and socially responsible companies. Many of these companies are some of the largest and most stable on the markets, meaning that alongside the 25% of the fund which is actively managed and seeks outperforming stocks, the fund can also provide investors with a lower-risk but consistently performing investment.