Performance Update

As of the end of trading on June 4th the E-Trade account is valued at $44,300 and the Bank of New York Mellon account is valued at $102,073. Giving the SIMM portfolio a total value of $146,373.

Bloomberg tutorial from Penn

Obviously some things are specific to the Penn, but much of it is the same as ours. Definitely recommended!

PowerPoint of Bloomberg 101

Performance Update

As of Tuesday May 12th the E-Trade account is worth $41,592. The Bank of New York Mellon account is worth $104,923. The total SIMM balance is $146,515. Check back for next week's update.

Balance Update (April 29)

As of the April 29th SIMM's portion of the endowment fund is currently at $103,770. SIMM's E-Trade account is valued at $41,450.

Check back for weekly balance updates.

SIMM Donor Doug Kris to meet with students

Friday April 24th SBU alumni and SIMM donor Doug Kris will meet with students in the SIMM room at 1pm. He will be providing lunch and the meeting is open to all students.

Balance Update

As of 4 pm Wednesday April 22 SIMM's E-Trade account is worth $39,711. The endowment account held with Bank of New York/Mellon is worth $102, 489. Together SIMM's portfolio is worth $142,200.

Check back for balance updates every week.

Review of By-Laws

The class has undertaken a review of the by-laws to determine what changes are now necessary. Chief among the changes that we see necessary are:

• removal of the rule that mandates holding 5% cash
• clarification on ETF rules (for instance, can not short stocks, but can we buy ETF that is short?)
• inclusion of language that allows long option positions and covered short option positions.
• more rigorous rules as to what will be allowed over the summer