Portfolio
The Pros Ta Akra Fund
The PSIC's portfolio comes from the Pros Ta Akra fund. The fund was donated as a part of the university's endowment fund for the club to invest in financial markets. The members of the Puget Sound Investment Club are very grateful for the generosity and support of Ken and Rosemary Willman. The Willman’s donation to the Pros Ta Akra Student Investment Fund has allowed members from all disciplines to gain real experience with investing and has provided immense value to our time here at Puget Sound. Thank you.
The Purchasing Process:
Club members that have attended three consecutive meetings are allowed to propose stock purchases. To formally pitch a stock, the member(s) must first complete a written analysis of the company in question (an example can be found here). After review and approval from the Investment Board, that member then gives an oral presentation about the company to the entire club. All eligible club members then conduct a blind vote to determine if the club will invest. The Investment Board decides how much to allocate.
Current Portfolio
Alibaba
Holdings: 4%
Home Depot
Holdings: 4%
AT&T
Holdings: 4%
Holdings: 4%
Intuitive Surgical
Holdings: 5%
Lululemon
Holdings: 8%
Square
Holdings: 2%
Waste Managemet
Holdings: 5%
Microsoft
Holdings: 5%
Walmart
Holdings: 4%
Electronic Arts
Holdings: 3%
Facebook
Holdings: 4%
IWV: iShares Russell 3000 Index fund
Until we as an organization approve and purchase additional securities for our portfolio, our funds remain invested in this ETF. This helps us to more closely track the Russell 3000 with our remaining capital while we work with the actively managed portion of our portfolio.
Holdings: 40%