March 31, 2018

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 bef...

March 18, 2018

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 al...

March 10, 2018

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....

March 4, 2018

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 ret...

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