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Investment + Portfolio Management

Navigate the fast-paced world of financial markets by managing a stock portfolio.

About this Workshop

Campus: Sarah Lawrence College | Rising Grades: 8,9

While the world of finance once seemed daunting, it is now more accessible to novice investors with the advent of social media-driven trading and easy-to-use apps. Investigate the current global market, evaluate key financial indicators, assess investment options for both individuals and businesses, and explore how cryptocurrency, NFTs, and other novel digital assets have revolutionized the world of investing. Finally, create a simulated portfolio of stocks and bonds that can withstand market volatility. Follow movement in the market while tracking your portfolio’s performance, and see if you can come out in the black.

Required Materials: - Laptop/tablet


Stock Market Simulations
Participate in simulated stock trading, watching the results unfold in real time. Use specific financial indicators to create a high-performing stock portfolio.

Managing Risk
Explore “long” and “short” positions and how to take the best possible stance on each of your stocks to manage risk and maximize your returns.

Assess Industries + Products
Identify companies with investment potential, discovering why some take off while others fall flat.

Financial Indicators
Evaluate key financial indicators, such as profit margins, price-to-earnings ratios, debt-to-equity ratios, and free cash to determine a company’s potential.