Curriculum
The methodology behind the fund, taught to every competitor.
We evaluate a stock fundamentals first (revenue growth, margins, debt load), then on valuation (P/E relative to sector and growth rate), then with a basic technical check on entry point. It is the same framework used to run the fund and to coach every Stock-A-Thon competitor.
Nationally recognized, award-winning trading methodology.BPA Nationals, 1st place — V09 Financial Portfolio Management, High School Division, two years running (2025 & 2026)
Trading manual
[Downloadable PDF pending] — what's inside:
Our house framework for evaluating a stock: fundamentals first (revenue growth, margins, debt load), then valuation (P/E relative to sector and growth rate), then a basic technical check on whether the stock is at a reasonable entry point relative to its recent range.
Core to the method
Economic models & concepts
Every stock call runs through the macro backdrop first. This is the part of the method that decides which sectors get capital before any single company is even evaluated.
Interest rate cycles
How Fed policy and rate direction shift capital between growth and value, and when each sector tends to lead.
GDP & business-cycle positioning
Reading where the economy sits in the cycle to decide which sectors are early, mid, or late-cycle bets.
Inflation & CPI trends
How inflation data moves margins, pricing power, and the sectors most exposed to input-cost pressure.
Supply and demand fundamentals
Applied to commodities and cyclicals, where production and demand shocks move prices well before earnings do.
Sector rotation
Moving allocation between sectors as the macro backdrop changes, instead of holding a static basket all cycle.
No more than 20% of a portfolio in one position, and mandatory stop-loss discipline on every trade.
The basics, written for someone with zero background in accounting or finance.
Chasing momentum without a thesis, ignoring sector correlation, and overtrading.
Modules by sector
Each sector runs 3 analysts: one Head Analyst and two Research Analysts. The research analysts build the model and draft the investment memo; the Head Analyst stress-tests it and presents the recommendation to the executive team, who vote on whether to execute. Inspired by the structure of certain college investment clubs.
Consumers / Healthcare
Two Research Analysts build the model and memo; the Head Analyst stress-tests it and presents to the exec team.
Industrials
Two Research Analysts build the model and memo; the Head Analyst stress-tests it and presents to the exec team.
Energy
Two Research Analysts build the model and memo; the Head Analyst stress-tests it and presents to the exec team.
Technology
Two Research Analysts build the model and memo; the Head Analyst stress-tests it and presents to the exec team.
Financials
Two Research Analysts build the model and memo; the Head Analyst stress-tests it and presents to the exec team.
