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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:

  • April 10th: Meeting #3; MV210 @8pm

  • April 17th: Movie Night @7pm

Social Media

  • 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.