Investment Strategy: A Core-Satellite Approach

The SMF follows a core-satellite investment strategy, balancing:

Low-Cost Index Funds

Forming a strong foundation for diversified growth.This does not require 

Active Stock & Industry Picks

Limited to 15 student-selected investments, continuously monitored by student managers.

Passive Index

The passive index portion of the portfolio is held to allow the fund to be fully invested at all times. 

Hands-On Learning

Students gain experience managing a real portfolio while learning best practices in risk assessment and portfolio strategy.

Current Holdings

19 stocks across 12 different sectors totaling $15 million+

Students review the previous year's portfolio and make decisions about selling existing holdings or purchasing new securities through class presentations and discussions. Buy/sell decisions are made through class-wide votes after thorough deliberation. 

 

Technology
  • Nvidia
  • Microsoft
  • Applied Materials
  • Google
Industrials
  • Global X Defense Tech ETF
Consumer Discretionary
  • Amazon
Consumer Staples
  • Costco
Health Care
  • UnitedHealth Group, Inc.
Financial Services
  • Vanguard Financials Index Fund ETF
  • US Broker-Dealers & Securities ETF
  • Visa
Energy

 

Cyber Security
  • Palo Alto Networks Inc
Environment
  • Waste Management
Entertainment
  • Technical Knock Out 
Small Caps

 

Large Index Fund
  • Vanguard Total Stock Market Index Fund ETF
  • Vanguard S&P 500 ETF