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Outperforming the national stock market Students in the 2019 to 2020 College of Business Student Managed
“The class has given students the opportunity to learn about and apply the
Investment Fund class earned a $9,452.45 check for the College as part of a
principles of stock analysis and portfolio management to a real portfolio where
course that is supported by the D.A. Davidson Investment Fund. The course
they are investing real money,” said finance professor Dr. Kenneth Khang. “This
allows students to invest and manage real money in the stock market. This year,
gives students a real-world investment experience where their decisions have
the students had portfolio gains of 42.8 percent, which placed them fourth
an actual dollar impact and gives them the experience of putting theory into
out of 21 colleges and universities participating in the program. The class also
practice.” The College of Business has participated in this program since the
outpaced national markets such as the Dow Jones and S&P 500 by 20.86 and 32.53 percent respectively. The D.A. Davidson Investment Fund is
“
fall semester of 2005, and over the
This class gives students a real-world investment experience of putting theory into practice.”
past five years, Idaho State has ranked sixth on the Sharpe Ratio, which is a measure of reward to risk. “The original goal for the D.A. Davidson
a program created by D.A. Davidson & Co. to help
students across the West and Midwest get real experience in finance, stock
Student Investment Program was to provide upper-level college students with
investments and portfolio management. This fund gives $50,000 to student
hands-on experience managing an actual investment portfolio,” said Aaron
teams in senior-level finance courses at participating universities who then
Buckalew, a representative and advisor for D.A. Davidson and the class. “This is
invest the money and manage the portfolio for a year. After the year, they assess
an incredibly unique opportunity where decisions being made directly impact
their investments and have the opportunity to earn money for their school,
the value of the money they are given to invest. My hope is that this experience
receiving half of any gains above five percent. On the other side, if there are
builds a solid foundation for investing that the students will use throughout
losses, D.A. Davidson absorbs them so there isn’t any loss to the students or
their careers and personal lives.” Buckalew has been the advisor for the Idaho
colleges.
State class for eight years.
