In " How Ohio State Fund Invests Its $24 Million," TheStreet.com contributor Jonas Elmerraji looked at how Ohio State University's Student Investment Management (SIM) program approaches stock selection.
Where Are They Now?
On January 25, the following were the five best-performing stock holdings in Ohio State's multi-million dollar student-run portfolio, along with how the stocks have performed since then.
(AMX - Get Report)
: Up over 3%, recently trading in the $56-$57 range.
(HPQ - Get Report)
: Up around 12%,
EDS Deal Is Deja Vu for H-P Investors
(TEVA - Get Report)
: Up over 1%, recently trading in the $44-$45 range.
(BRK.A - Get Report)
: Down over 10%, recently trading around $124,000.
(BTU - Get Report)
: Up over 27%, recently trading in the $70-72 range.
SIM's Five Best-Performing Holdings -- Today
Short-term market fluctuations aside, three of the SIM students' previous top five positions make can be found in their current top five. According to SIM's Matt Falk, here is a snapshot of the group's current best-performing stocks (since their initial purchase).
1. Peabody: Up almost 100%.
2. America Movil: Up over 64%. (This stock is also owned by
the University of North Carolina's Applied Investment Management program
(AAPL - Get Report)
: Up over 49%.
Cramer: Apple's a Lasting Winner (May 13)
4. Teva: Up over 36%.
(SNDK - Get Report)
: Up over 31%.
Stay tuned for Elmerraji's breakdown of Falk and company's upcoming quarterly trades.