Guidebook

2020-2021 Guidebook/General Overview

Not sure how to tackle the Wharton Global High School Investment Competition? Let your guidebook lead the way. This guidebook section includes all the rules and tools you’ll need to get started and navigate the 10 weeks of WInS trading and investment strategy development. You shouldn’t even try to compete without referring regularly to your guidebook — and, of course, reading the competition case study.

  • General Overview
    Important competition details
  • Case Study
    You can’t build an effective investment strategy without knowing your client.
  • Investment Rules
    Make sure your team knows and follows the rules for the competition.
  • Stock List
    Teams can only invest in stocks that are on the Approved Stock List.
  • Trading Outside the United States
    Be mindful of the time difference between your country and the U.S. stock market.
  • Developing a Strategy
    Even if you are gaining portfolio value, if you’re not building a strategy, then you don’t have a shot at winning this competition.
  • Competition Deliverables
    The competition has two deliverables; you must submit both to be considered an active team.
  • Ethics and Code of Conduct
    The decisions you make from the moment you register for the competition should be honest and truthful to the best of your ability.
  • The Competition Basics
    Read a step-by-step guide to navigating this year’s Wharton Global High School Investment Competition.

General Overview

IMPORTANT DATES

  • Monday, June 1: Registration opens
  • Friday, September 18: Registration closes (10:00 p.m. ET)
  • Monday, September 28: First day of trading (9:30 a.m. ET)
  • Monday, November 2: Mid-project Team Review due (10:00 p.m. ET)
  • Friday, December 4: Last day of trading (4:00 p.m. ET)
  • Friday, December 11: Final Strategy due (10:00 p.m. ET)
  • Monday, January 11: Winners announced
  • March 2021: Virtual Regional Finals
  • May 2021: Learning Day & Global Finale at the Wharton School, Philadelphia

The duration of competition trading is 10 weeks, with an additional three weeks of optional pre-competition activities, and two weeks of post-competition activities for teams who are in the top 10.

BENEFITS

  • Learn about risk, diversification, company analysis, industry analysis and investing
  • Learn skills relevant to all professions and educational tracks
  • Develop teamwork, leadership and communication skills
  • Develop and apply critical thinking and reading skills
  • Enhance your college and scholarship applications by building your résumé
  • Improve financial literacy while also having fun

REGIONAL

  • Top analysts will have an opportunity to present their strategies via video conference at one of four* regional finales
  • The top three winners will receive trophies
  • Any additional prizes are at the discretion of Wharton Global Youth Program, and are subject to change from year to year
  • All winning teams will be recognized in KWHS news stories and on various social media channels

*Regions are subject to change.

GLOBAL

  • The top two teams from each region will be invited to attend a special Learning Day as well as present their strategies either via video conference or in person at The Wharton School, the world renowned business school of the University of Pennsylvania in Philadelphia
  • The top three global winners will receive trophies
  • Any additional prizes are at the discretion of Wharton Global Youth Program, and are subject to change from year to year
  • All winning teams will be recognized in KWHS news stories and on various social media channels

JUDGING

Teams are judged by how well they develop and articulate their investment strategies and their competition experiences, not on the percentage gains of their portfolios. Please be sure you are reading your guidebook, accessing learning resources, and using the approved stock list while placing trades. Upon submission of the final written investment reports, Wharton Global Youth Program judges will select the top teams for regional competitions. The top analysts will be selected from those teams. Be sure to check out the KWHS News Page for inspiration from past finale presentations. Access a write-up of the 2020 Global Finale HERE.

We strongly recommend that each team keeps a non-graded weekly journal to record your new stock purchases, sales, and your rationale, as well as anything else that is relevant to your competition experience. This will help you capture the evolution of your strategy in your final investment policies and presentations.