Portfolio as of 3-30-17 (Excel) What-If Portfolio News / Updates Our portfolio has been updated to include performance vs the benchmark on a time-series chart. Also next Tuesday, we will be having an in-depth discussion about our investment decision-making process as an organization along with any additional changes we would like to make to our portfolio before the end of the semester. (The trades we proposed from our last couple meetings are currently being processed and are
News / Updates Over the next week, most of our leadership team will be in New York for an investment conference and the following week will be spring break. While we will not be meeting on Tuesdays or Saturdays, feel free to contact your leads or the officers about your investment ideas or questions you have. We will resume Tuesday, April 3. We hope you all have a great spring break!
Portfolio as of 3-10-17 (Excel) Portfolio Performance Last week, SMIF's portfolio performed in-line with the benchmark, lagging by 1 basis point. Our equity section under-performed the benchmark by 35 bps, due primarily to Hasbro's -4.38% decline, while our fixed income section beat the benchmark by 14 bps driven by HYG's correlation with the equity rally. (Performance attribution will be discussed in meeting) Disclosure: Information and opinions contained in this post have
Portfolio as of 3-3-17 (Excel) News / Updates Leadership is working on inviting a CFA charter holder to talk to our organization about the designation, along with giving students insights about the investment business in the "real world." Portfolio Performance Last week, SMIF's portfolio matched the benchmark's performance, both having a weekly return of -1.37%. Our equity section outperformed the benchmark by 27 bps, led by AMAT and STZ, partially offset by lackluster perfor