Hello everyone,
My name is Nick, and I'm currently an undergraduate in Mechanical Engineering with a deep-seated interest in investment management. Over the past three years, I managed my high school finance club's portfolio, achieving an annualized return of 26.7%. In this role as a portfolio manager, my goals would be to:
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Enhance portfolio transparency to foster collective involvement and understanding among all members.
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Organize workshops and events designed to demystify the investment process. I plan to invite industry leaders to share their insights and experiences, providing valuable learning opportunities for everyone interested.
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Create an inclusive forum where any member can propose ideas, sparking constructive discussions and collaborative exploration.
As the portfolio manager, my approach would be two-fold: systematically managing risk and diversification to maintain a balanced portfolio, and cultivating an environment within the Investment Society that is welcoming to all. Whether you're an experienced investor eager to share insightful analyses or a student curious about the investment realm outside the STEM field, our society will be a place for you to thrive and expand your horizons.
Looking forward to building a more connected and knowledgeable investment community together.
Best, Nick