Methodology

Selection

Holdings are selected by students for educational purposes.

Portfolio Construction

• Only ACTIVE positions are shown in the Portfolio page and included in totals/weights.
• Sold positions and buyouts are shown separately and excluded from live portfolio metrics.
• Quotes are delayed and refreshed on a schedule.

Corporate Actions

• Splits: shares are adjusted by split ratio.
• Spin-offs: basis can be allocated using market-value allocation (when you enable it).
• Ticker changes: mapped explicitly (e.g., SQ → XYZ).