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Welcome to the SJU Investing Club
Our Mission
The purpose of the Saint Joseph’s University Investing Club is to provide an opportunity for students of any major interested in investing to learn about and practice trading in a low stakes environment. The club does not trade real dollars and instead “paper trades” with a fictional sum that is “invested” as per real market prices in stocks, bonds, etc. Members of the club meet multiple times per semester to vote on buying, selling, or holding certain assets. Dividing into teams, members research specific sectors of the stock market and then pitch their stock ideas to the other members who vote on what decisions to make in the club-wide portfolio. We have also developed a comprehensive investing curriculum that can teach even those with no previous experience with financial markets how to invest and participate in the club.
Club Curriculum: Free Short Videos To Learn About Investing At Your Pace
You were all given free promo codes to access the course for this semester. Please email sjuinvesting@sju.edu if you have any trouble accessing the course!
Important Dates:
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April 10th: Meeting #3; MV210 @8pm
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April 17th: Movie Night @7pm
Social Media
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Instagram: @sjuinvesting
Google Calendar Link:
- Includes all dates of meetings/workshops for the whole fall semester
Google Calendar
Master Portfolio Tracker
- View the transaction history, performance, and current holdings of the Group Portfolio
Master Portfolio Tracker
Past Meeting Recap:
Past Newsletters:
Meet The Executive Board!
Faculty Advisor: Professor Jonathan Adams
Name: Jacob Peifer
Grade: Senior
Executive Board Position: President
Major(s): Finance and Economics
Minor(s): Business Intelligence and Analytics
Campus Involvement:
Co-Op Program, Economics Society, Club Ultimate Frisbee, Club Esports, Haub School of Business Advisory Board
Stock Portfolio:
I swing trade stock options and have a variety of long term holdings!
Name: Luca Berenato
Grade: Senior
Executive Board Position: Vice President
Major(s): Accounting and Finance
Minor(s): N/A
Campus Involvement:
Co-op Program, Accounting Society (VP), Dean's Leadership Program, Hawk Hill Productions, Ragan Accounting Scholar
Stock Portfolio:
I'm not really investing in the stock market at the moment, but I have had Apple stock since it split in 2020!
Name: Johann Varghese
Grade: Senior
Executive Board Position: Chief Operating Officer
Major(s): Finance and Machine Learning/AI
Minor(s): N/A
Campus Involvement:
Accounting Society, Economics Society, and Real Estate Society
Stock Portfolio:
My portfolio consists of a majority of ETFs along with some stocks and mutual funds. I have a very diverse portfolio and gear my investments for long-term gain.
Name: Will Mikus
Grade: Junior
Executive Board Position: Chief Marketing Officer
Major(s): Food Marketing
Minor(s): Graphic Design
Campus Involvement:
American Marketing Association, Co-Op Program, Food Marketing Association
Stock Portfolio:
I hold a variety of stocks at the moment including Amazon, Exxon, and Apple!
Name: Dylan Flynn
Grade: Senior
Executive Board Position: Chief Investment Officer
Major(s): Business Intelligence and Analytics, Physics
Minor(s): N/A
Campus Involvement:
Undergraduate Research, Real Estate Society, Campus Ministry, Judo Club, Polish Club
Stock Portfolio:
My portfolio primarily consists of diversified, long-term investments, but a portion of it is dedicated to short-term stocks and options based on technical analysis and a few other factors.
Name: Sarim Sharif
Grade: Senior
Executive Board Position: Secretary
Major(s): Business Intelligence & Analytics and International Business
Minor(s): N/A
Campus Involvement:
Student Advisory Board for Marketing and Communications, Business Information and Technology Society, APEX, Intramural Basketball
Stock Portfolio:
I invest in long-term stocks such as Apple, Tesla, and Google. However, I am getting into the swing trading as I learn more about technical analysis and how to monitor swing trading indicators.
Name: John Letizia
Grade: Senior
Executive Board Position: Treasurer
Major(s): Finance
Minor(s): Economics
Campus Involvement:
U-City Barbell Club
Stock Portfolio:
My portfolio consists of long term, diversified, pretty low-risk stocks.
Name: Clare Johnson
Grade: Senior
Executive Board Position: Director of Social Media
Major(s): Accounting
Minor(s): English
Campus Involvement:
SJU Writing Center, Philabundance Food Pantry, Hawk Hub, Hawk Hill Law Club
Stock Portfolio:
I don't currently hold any of my own stock, but frequently track the market.