Stock List

Teams can only invest in stocks that are on the Approved Stock List.

  • To ensure portfolio diversity, your team must invest in at least as many business sectors as you have team members.
  • Trading outside this list is not allowed and will result in team disqualification.
  • The OTIS simulation for the KWHS Investment Competition gives you direct access to this Approved Stock List when placing trades.
  • This data is based on the Russell Global Sectors (RGS) classification system, which provides a consistent global view by industry.
  • Source: Morningstar Direct, 2018

VIEW THE APPROVED STOCK LIST HERE.

Updated September 27, 2018.

Knowledge@Wharton High School Investment Competitions