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Spreading Financial Literacy

Learn by Doing

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Student Managed Investment Club

The Student Managed Investment Club (SMIC) at CPP provides exciting opportunities for personal development through our speaker series and workshops designed to contribute to your knowledge of fundamental security analysis and modern portfolio theory. Our mission is to assist students interested in portfolio management by providing them with opportunities to acquire social & professional growth, networking & leadership skills, industry contacts, professional advice, experience, and occupation.

SMIC+

SMIC+ is SMIC’s premier membership tier where you get access to official merch, networking mixers, and a dedicated private slack channel for members. 100% of the earnings go to supporting the club!

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March 31, 2021

BAM Q1 Report

The portfolio finished with a total return of 5.88% YTD, outperforming the benchmark by 3.00%. The portfolio has 35 holdings, $90,677.72 AUM, and an average market cap of $52B.

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February 28, 2021

February Performance Review

For February 2021, the portfolio finished 1.32% in excess of the benchmark YTD, with a total of $87,871.34 AUM, and an average market cap of $50B

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January 31, 2021

January Performance Review

For January 2021, the portfolio finished 1.15% in excess of the benchmark YTD, with a total of $86,112.92 AUM, and an average market cap of $49.99B.

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Our BAM Holdings

65%

Domestic Equities

20%

15%

Fixed Income
Emerging Markets
High Profile Guest Speakers From...
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