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Investor Spotlight: Insights from 3 Voleo Nasdaq Competition Ambassadors

 Mirah Gocher

November 14, 2018

As of October 15th, the 2018 Voleo Nasdaq Equity Trading Competition has officially begun! Post secondary students across the US are working hard to create top performing equity portfolios, either individually or with an investment club.

Our favourite part of last year’s competition was learning from the brilliant minds of student investors. Their inspiring passion for investing and financial literacy runs deep, and it’s a pleasure getting to share their stories with our community.

This month, we sat down with 3 ambassadors from the 2018 competition to get know more about their investing experience, stock strategies, and advice to fellow participants, investors, and students.

Meet Kevin Cheng.

Q: How did you get involved with investing? How much investing experience would you say you have to date?

A: “I grew up seeing my dad trade stock options on the side of his day job, which started my interests in the stock market. As for my personal investing experience, I have about 1.5 years of it. Before I started, I had been reading up on how to invest for some time.”

Q: What’s your go-to investing strategy? Do you have any particular companies or industries that you’re drawn to?

A:  “I generally like to split my portfolio 80% long-term investments and 20% short-term investments. For long-term investments, I like to hold potentially undervalued companies, financial institutions, and the Vanguard S&P 500. For short-term trading, my go-to would be Apple, Amazon, Facebook, and especially Tesla.”

Q: If you could give other investors one tip, what would it be?

A: "Be patient, think clearly, and don't panic, equities are volatile in the short-term but will generally go up in the long-term (if they are good companies)."

A few more interesting facts about Kevin…

Favorite investor: Warren Buffett, because of his value investing principles and his extreme patience with the stock market.

Favorite book on investing: The Intelligent Investor by Benjamin Graham, the father of "value investing", and Warren Buffett's professor. In my opinion, a very dry book but is filled with excellent investment principles and advice, has made me view investing from a different perspective.

Favorite investing quotes
"Some people want it to happen, some wish it would happen, others make it happen" - Michael Jordan
"If you are born poor it's not your mistake. But if you die poor, it's your mistake.” - Bill Gates

Meet Hugo Dante.

Q: How did you get involved with investing? How much experience would you say you have to date?

A: "I got very interested after I took my first economics course. After an internship and working with Edward Jones for a year, I realized just how important investing is and began to learn as much as I can. While I have been involved in investing for two years, I still consider myself to be a novice."

Q: What’s your go-to investing strategy? Do you have any particular companies or industries that you’re drawn to?

A: "My strategy is to buy value companies with high growth potential. Outside of the competition I buy ETF’s and invest a bit more passively, although I do also buy individual stocks if I feel very strongly about the company. I also like to mediate risk with options, etc. Living in DC, I like to keep up with international affairs, politics, and regulation so a lot of my interest is in investments that are susceptible to the current political environment (financials with international exposure, foreign tech companies, etc)."

Q: If you could give other investors one tip, what would it be?

A: "Diversify and keep fees down!"

Meet Jordan Jeffreys.

Q: How did you get involved with investing? How much investing experience would you say you have to date?


A: "I found my love for investing in a class I took my senior year of college. (I’m currently a 2nd year MBA student.) At Stephen F. Austin State University, we call it Roundtable. In this class, the students manage the school’s $500,000+ portfolio. Throughout the semester, we research sectors we think will over or underperform the market. From there, we actually select stocks that we believe will over perform. This gave me a lot of insight to the life of a stock analyst. Since taking this class, I’ve gotten involved in different investing games and even invested my own money. I would say I’m still beginner when it comes to investing. Unfortunately, I do not have as much time to research as I would like. I am currently gaining more experience through the CFA Institute Research Challenge. Once I complete that, I hope to say that I’m more on the intermediate level."


Q: What’s your go-to investing strategy? Do you have any particular companies or industries that you’re drawn to?

A: "My current go-to investing strategy is buy the dips. I’m always looking for companies that have solid fundamentals, but for some reason sell off. So far, research is the best advice I can give to someone who is interested in just getting started. During my time in Roundtable (see above), I was the analyst for the Financials and Real Estate sectors. Therefore, I like bank stocks a lot. I am also very drawn to FANG stocks. I think that is because of how much they are talked about on everything I read and watch. CBRE Group is another honor mention stock for me. I took interest to it when I was in New York City for the Quinnipiac Game Forum because despite their ratios looking bad at the time, they seemed to have a lot of promise. I proposed it as a stock to hold in the school’s portfolio in May 2017 and it is still there, so I think it was a good choice."

Q: If you could give other investors one tip, what would it be?

A: "For my other investors, remember losses happen, so don’t lose hope on one bad trade. Also, research is key so don’t slack on that."
 

More Investing Inspiration...

Huge thank you to all of our ambassadors for sharing their insight and wisdom with us! Wishing everyone the best of luck in the competition, and in their future endeavours.

Interested in joining the Voleo Nasdaq Competition? There’s still time to sign up! Simply download the Voleo SimuTrader app and form your investment club, or trade solo.

(P.S. If you’re a current participant and would be interested in doing a Q&A with Voleo, feel free to reach out to us via email - we would be delighted to hear from you!).