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Home2018-12-06T20:52:43+00:00

OUR FALL CONTEST IS IN PROGRESS

CHECK THE WEEKLY LEADERBOARDS

ETF Global Portfolio Challenge

The ETF Global Portfolio Challenge is a web-based simulated investment challenge designed to serve as a fun and educational tool intended to help educate students about investing in Exchange-Traded-Products. Through this website, investors will construct a portfolio utilizing between four and ten ETPs using a virtual endorsement of one hundred thousand dollars ($100,000). Players will attempt to pick the top-performing portfolios of ETFs. Each participant will compete on the investment performance of their respective virtual portfolio.

The ETF Global Portfolio Challenge takes place semi-annually. The top 5 winners from each contest will be recognized in a variety of ways including on our site at www.etfg.com, on this site, and in-person at the leading ETF industry conference, The ETP Forum held in New York City by The Expert Series. Since its inception in the Fall 2015, the ETF Global Portfolio Challenge has drawn thousands of students from six continents and 400 schools.

Remember to register for your Free Trial at etfg.com using the Promotional Code ETFGPCF2018 and you will receive a complimentary subscription until your intended graduation date.

Our Sponsors

CMT
Confluence Capital
Jobs in ETFs
The Expert Series
Lifestage Investing
Vets Indexes
Wharton
Wiley
LEARN MORE ABOUT OUR SPONSORS!

How It Works

SEE HOW IT WORKS

SEE THE TUTORIAL

Step by step instructions
SEE HOW IT WORKS
CONTEST RULES

SUMMARY OF RULES

Contest rules and regulations.
CONTEST RULES

Contest Timeline

Contest registration dates are intended to generally align with the start and finish of each semester. These dates are also displayed on www.etfg.com. Participants may enroll any time prior to the contest registration deadline.

THE FALL 2018 TIMELINE!
Friday 9/21: Registration deadline
Monday 9/23: Contest start date

Rebalance deadlines: every Friday before the close (4 PM EST)

Friday 9/28: Rebalance deadline
Friday 10/5: Rebalance deadline
Friday 10/12: Rebalance deadline
Friday 10/19: Rebalance deadline
Friday 10/26: Rebalance deadline
Friday 11/2: Rebalance deadline
Friday 11/9: Rebalance deadline
Friday 11/16: Rebalance deadline
Friday 11/23: Rebalance deadline
Friday 11/30: Final rebalance deadline
Friday 12/7: Contest end date

Contest Prizes!

Aside from sharpening your investment skills and educating yourself in Exchange-Traded Funds,
students will compete for a variety of exciting prizes!

Eligibility:  To be eligible to the prizes offered in the ETF Global® Portfolio Challenge you must be an undergraduate or graduate student enrolled in an accredited university or college.

One Entry per Person:  Each participant may register once per contest. Participants cannot enter more than once during each contest or under an assumed alias. In the case of multiple or inaccurate entries, invalid or incomplete identifying information, an entrant may be disqualified from participation at the sole discretion of ETF Global.

Portfolio Performance:  Each virtual portfolio will be measured on highest total return (based off of closing Net Asset Value (NAV) plus dividends paid by the fund.

Leaderboard Published:  Each day the contest website will list and rank the leading portfolios and recognize the top weekly and monthly performers. At the end of the game, the winner will have selected the winning virtual portfolio of ETFs that earned the highest total rate of return over the performance period. In the event of a tie, between two or more entrants achieving the same total return, the contest will end in a tie with those entrants being recognized as winners.

Winners Notification: All winners will be notified within (1) week of end of the performance period. Winners will be required to sign an affidavit of eligibility, send a notarized photo ID attesting to their identity and may also be required to present a valid ID such as a Passport, Driver’s License and may be required to provide a student ID.

  • All students who place in the top 25 will receive two complementary tickets for themselves and guest at the ETP Forum in New York City.
  • Winners recognized on stage at the ETP Forum in NYC (www.expertseries.org). Biographies featured in meeting material. Networking Opportunities with 500-600 Financial Professionals
  • Private lunch with Wall Street mentors
  • Winners eligible for Micro-Internships in Financial Services
  • Winners and schools featured on this website and all related contest websites
  • Recognition via ETF Global Perspectives
  • Winners and Schools featured via social media and on ETF Global www.etfg.com
    • Monthly Leaderboards
    • Schools that have 100+ student registrants are eligible for the ETF University Bracket Challenge – with additional prize incentives!
  • Tour of one of the major stock exchanges!
  • Private tour of one of the major stock exchanges (NASDAQ, NYSE, etc)

TO ALL PARTICIPANTS!

We are excited to announce that, through our partnership with Wiley, all ETFG Portfolio Challenge participants are entitled to free CFA Level 1 prep materials! Many of our past participants have obtained or gone on to pursue CFA charters, so this is a perfect opportunity to gain a head start with Wiley’s best-in-class educational materials.

Through Wiley’s Efficient Learning platform, you will gain a background understanding of market dynamics, technical analysis, portfolio construction, and indexing from the following three learning modules.

CFA Lvl 1 – Reading #13 Technical Analysis
CFA Lvl 1 – Reading #39 Portfolio Management, an Overview
CFA Lvl 1 – Reading #45 Security Market Indices

Please use the following link to learn more and take advantage of this opportunity!
EfficientLearning.com/ETFGChallenge

FALL 2018 LEADERBOARDS

SPRING 2018 WINNERS!

NAME SCHOOL PORTFOLIO RETURN
Patrick Giardino Keuka College 51.52%
Trevor Alton Keuka College 46.60%
Nicolas Zalcberg ESSEC 40.62%
Hunter Waddington Keuka College 36.84%
Michaela Martin Keuka College 33.40%
SEE OTHER WINNERS IN THE TOP 25

Who Is Participating?

The ETF Portfolio Challenge has attracted students from, literally, around the globe.

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Countries
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THE PORTFOLIO CHALLENGE EXPERIENCE

University of Maine, Class of 2018 Matthew McKenny

ETF Portfolio Challenge Experience

ETF Global
Support Center for ETF Portfolio Challenge
support@etfg.com

Holden Fett
Program Director - ETF Global Portfolio Challenge
hfett@etfg.com
(212) 223-3834