General Overview

IMPORTANT DATES

  • Monday, August 6: Registration opens
  • Sunday, September 9: Registration closes (11:59 p.m. ET)
  • Monday, October 1: First day of trading (9:30 a.m. ET)
  • Monday, November 5: Mid-project Team Review due (11:59 p.m. ET)
  • Friday, December 7: Last day of trading (4:00 p.m. ET)
  • Monday, December 17: Final Strategy due (11:59 p.m. ET)
  • Friday, January 11: Winners announced
  • Saturday, February 23: Region 2 Finale
  • Saturday, March 2: Region 1 Finale
  • Saturday, March 16: Region 3 Finale
  • Friday, May 3 – Saturday, May 4*: Learning Day & Global Finale

*IMPORTANT NOTE: May 4, 2019 is an SAT testing date.

The duration of competition trading is 10 weeks, with an additional 3 weeks of optional pre-competition activities, and 2 weeks of post-competition activities for teams who are in the top 10.

BENEFITS

  • Learn about risk, diversification, company analysis, industry analysis and investing
  • Learn skills relevant to all professions and educational tracks
  • Develop teamwork, leadership and communication skills
  • Develop and apply critical thinking and reading skills
  • Enhance your college and scholarship applications by building your résumé
  • Improve financial literacy while also having fun

PRIZES

Regional

  • Top analysts will have an opportunity to present their strategies either via video conference or in person at one of three regional finales
  • The top three winners will receive trophies
  • All winning teams will be recognized in KWHS news stories and on various social media channels

Global

  • The top teams from each region will be invited to attend a special Learning Day as well as present their strategies either via video conference or in person at The Wharton School, the world renowned business school of the University of Pennsylvania in Philadelphia
  • The top three global winners will receive trophies
  • Any additional prizes are at the discretion of competition sponsors, and are subject to change from year to year
  • All winning teams will be recognized in KWHS news stories and on various social media channels

JUDGING

Teams are ultimately judged by how well they develop and articulate their investment strategies and their competition experiences, not on the percentage gains of their portfolios. Please be sure you are reading your guidebook, accessing learning resources, and using the approved stock list while placing trades. Upon submission of the final written investment policies, K@W judges will select the top teams for regional competitions. The top analysts will ultimately be selected from those teams. Be sure to check out the KWHS News Page for inspiration from past finale presentations. You can find a write-up of the 2018 Global Finale HERE.

We strongly recommend that each team keeps a non-graded weekly journal to record your new stock purchases, sales, and your rationale. This will help you capture the evolution of your strategy in your final investment policies and presentations.

Knowledge@Wharton High School Investment Competitions