Stocktrak Investment Game
Investment Simulation
Lecture # 2
Jan H. Jansen
E-mail: [email protected]
Think global,
act local!
Stocktrak Investmentgame
Welcome!
You are now a millionaire!
€ 1,000,000
Results STOCK-TRAK TO: PROFESSOR JANSEN, JAN
PROFESSOR SUMMARY 2 E X W Rankings as of 05/02/08 For school-professor . . HAN-JAN Rank Account Name(s) Cash MV Long MV Short Equity Trades
1 G50511 Patrick Kilkens 578,071.38 452,216.15 0.00 1,030,287.53 89 2 G50513 Sander Ebbers 1,008,365.53 0.00 0.00 1,008,365.53 10 3 G50512 Peter Scholten 1,006,132.13 0.00 0.00 1,006,132.13 4 4 G50507 Ewout Van De Bunt 1,005,598.48 0.00 0.00 1,005,598.48 2 5 G50500 PROFESSOR ACCT HAN UNIV 1,005,108.69 0.00 0.00 1,005,108.69
0 6 G50506 Etienne Schreuder Etienne Schreuder 1,005,108.69 0.00 0.00 1,005,108.69
0 7 G50599 HAN UNIV INTEREST ONLY 1,005,108.69 0.00 0.00 1,005,108.69
0 8 G50515 Tim Thoonen Thoonen 1,005,108.69 0.00 0.00 1,005,108.69 0
9 G50509 Marlot Van Hattem 1,005,108.69 0.00 0.00 1,005,108.69 0 10 G50516 Tom Uffing 1,004,267.24 0.00 0.00 1,004,267.24 17 11 G50514 Stefan Zuiderwijk 936,742.95 64,696.72 0.00 1,001,439.67 18
12 G50508 Jurrit Van Der Waal 803,512.40 196,898.48 0.00 1,000,410.88 6
13 G50518 Menno Herkes 860,738.54 138,196.56 0.00 998,935.10 2 Beginning Date: 03/03/08 Beginning S&P: 1,330.45 The class average is 1,006,229.23
Ending Date: 06/20/08 Current S&P: 1,413.90 The S&P500 account is 1,062,723.14
Rules of the game Assignments
1. 1 or 2 companies on NYSE / NASDAQ (during the game)2. € / $ exposure 3. Raw material price exposure4. Investment in cash equivalents5. Derivatives
Assessment / Evaluation:– Executive report on the stocktrak game– Presentation & Oral defence
Duration: One semester Weekly Lecture
– Scheduled: mr J. Jansen Weekly Consulting Hour
– Scheduled: mr M. Herkes References
– www.stocktrak.com
Introduction to the game
Executive report– Investment strategy
– Performance
– Reflection (what you have learned!)
Presentation & Oral defence
Evaluation / Assessment
Investment Game & Macroeconomics
Week Topic
1 Introduction
Annual Report KPN (1)
2 Shares
Annual Report KPN (2)
3 Bonds
Annual Report KPN (3)
4 Exchange rates
Annual Report KPN (4)
5 Derivatives: Futures
Annual Report KPN (5)
6 Derivatives: Options
Annual Report benchmarking
? Oral exam
Stocktrak Investment game
Investment strategies
Gambling Speculation (short term: 'BLSH') Investment (long term)
Stocktrak Investment Game
Types of stocks– Shares– Bonds– US Treasury Bonds– Corporate Bonds– Options on shares– Options on currencies– Foreign Currency Futures– Commodity Futures– Index options– Index futures
Stocktrak Investment Game
Calculation of your equity
+ Cash
- Debit balance (= Loan balance)
+ Credit balance (= Short sales proceeds)
+ Market value long positions
- Market value short positions