About The Competition

Each team will be given 2 hours and a table of 30 stocks that include useful data such as industry, price, 1-year high, P/E ratios, and more. You will be given $100,000 to build a portfolio (i.e. a set of stocks or bonds) that meet a customer’s needs (a customer case study highlighting their situation and investment goals will be provided). For example, the customer may be looking to save for retirement in 20 years, or for their next summer vacation. A portfolio can have as few as 1 stock, or as many as 30. After constructing the portfolio, you’ll prepare a 3-minute pitch to sell your portfolio to the judges (your client).

Here’s an example of how the stock list will appear:

CompanyTicker SymbolIndustryStock Price1-Year High1-Year LowP/E RatioEPSBeta (Voltalility)
AppleAAPLInformation Technology$187.15$199.62$143.9029.12$6.431.3
McDonald'sMCDConsumer Discretionary$289.44$302.39$245.7325.03$11.560.73

Judging Criteria

Criteria Doc

Helpful Online Resources:

Investing Terms & Information Sheet


A stock, also sometimes called a share, is a piece of a company. When you buy a stock, you are buying a small portion of the company, so if the company does well and makes money, the value of the stock goes up and you profit!


Bonds are like loans, except it's the government borrowing money from you! When you buy a U.S. Treasury bond, the government borrows your money and promises to repay you with interest in the future. Since the government constantly needs money, you can buy bonds anytime!

1-Year High:

The 1-year high, also known as the 52-week high, tells you the highest price that a stock has been at in the past year.

1-Year Low:

The 1-year low, also known as the 52-week low, tells you the lowest price that a stock has been at in the past year.


A dividend is money a company gives back to its shareholders. When a company earns a profit and doesn’t have anything to invest it in, they will return the profit that they made back to people who own the stock! Remember, owning a stock means owning part of a company, so this is pretty normal.

P/E Ratio:

The P/E ratio measures how "expensive" or overvalued a stock is compared to the company's earnings. Generally, a lower P/E ratio is considered better. To get this ratio you divide the price of a company's stock by the amount of money the company is making per share.

EPS Ratio:

This number tells you how much money a company makes for each share of its stock. A higher EPS, especially when it's close to the stock price, is better, as it suggests stronger profitability per share.

Market Capitalization:

The market capitalization or "market cap" of a company is the total value of all the company's stocks combined.


The revenue of a company tells you how much money the company receives every year. It’s important to note that revenue isn’t the same as profit (which subtracts the money a company spends), so a company with high revenue could have zero or even negative profit! For example, if a lemonade stand sells one cup of lemonade for $1, then the revenue is $1. However, if the lemon costs you 30 cents, then your profit is actually only 70 cents.


The beta of a stock refers to how volatile its price is. A beta number of less than 1 means a stock is less volatile than average, and a number larger than 1 means a stock is more volatile than average.