The goal of this Interactive Qualifying Project (IQP) was to test the effectiveness of three different trading strategies while learning about the stock market and gaining some initial trading experience. The team researched the basics of trading in the stock market and selected three strategies to employ – the buy and hold method, dollar cost averaging, and range trading. Each portfolio began with $100,000 and was jointly managed across the 10-week simulation by both team members. At the conclusion of the simulations, the portfolios posted the following returns: buy and hold – 26.04%, dollar cost averaging – 15.19%, and range trading – 19.59%. All three simulations outperformed the S&P 500, which had a 10.56% return. This IQP served as a great introduction to the fundamentals of trading that the team will carry forward into future investments.

• This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

Creator

• Kimball, Jennifer
• Hall, Quentin

Subject

• Computing
• Project-Based Learning
• Learning

Publisher

• Worcester Polytechnic Institute

Identifier

• E-project-022223-221212
• 89391

Keyword

• Simulation
• Stock Market

Advisor

• Tang, Dalin

Year

• 2023

UN Sustainable Development Goals

• 8 - Decent Work and Economic Growth

Date created

• 2023-02-22

Resource type

• Interactive Qualifying Project

Source

• E-project-022223-221212

Rights statement

• In Copyright

License

• All rights reserved

Last modified

• 2023-06-07