| Your firm (i.e. team) has been chosen by Mrs. Alott O'Dough as one of her final candidates for managing her investment portfolio. Each firm has to participate in the Investment Challenge conducted by Mrs. O'Dough. This web page provides you the rules of the Challenge, guide to financial sources on the internet, updates on the Challenge, etc. Please make sure that you come back often for the latest information regarding the Challenge. | |
| For the Investment Challenge, each firm has been given a sum of $50,000 to invest on behalf of Mrs. O'Dough. Make sure you read the rules of the Challenge carefully before you proceed. There is not a lot of time for your firm to correct major mistakes. | |
Mrs. O'Dough has chosen Charles Schwab as the brokerage firm for handling all the trades for the Investment Challenge. She has modified the commission schedules for this particular Challenge. Make sure you follow the guidelines carefully for computing the commissions. Your firm is responsible for setting up a spreadsheet template for computing the commission for each trade. There is a demo template provided for your firm to help determine if the spreadsheet has been correctly setup. | |
| Information regarding the economy, the industries, and the firms play a major role in your firm's success in the Investment Challenge. The Center for Business and Economics has put together The CBE Financial Journal to help you find relevant information on the internet easily. Since most of the sites listed in The CBE Financial Journal contain daily news, make sure you read it on a daily basis. | |
| Who will be the winner? Who will be the loser? See how your firm did in each week's Challenge agaist the other firms. The weekly results of the Investment Challenge will be posted on the Wednesday following the conclusion of each week's tradings. | |