Buying reserves are kept in a money market fund. Trading Activity Trading activity concentrates on buying new stocks for the portfolio and adding to existing holdings. Stocks that no longer appeared attractive for capital appreciation have been sold. Course Activities Students research potential new stock investments for the portfolio. They also review existing stock holdings.
Students make extensive use of Internet resources.
Each student presents a research report about an existing stock holding and a new stock. The class then decides which stocks they want to buy, sell, or hold. Faculty Advisor Richard H. Stillman, CFA, has served as the instructor and advisor for this course since its inception. The common stock holdings will be shown at this MBA web site and will be updated as changes are made.