Growing from humble beginnings, the Fund has strategically managed its portfolio to support long-term financial growth and stability.
The holdings of the Student Investment Fund have grown significantly over time, from 2,500 shares of $0.75 stock in 1978 to approximately $1,400,000 in cash and investments as of Q3 2024. The portfolio balance between liquid assets and investments depends on market conditions, perceived volatility, and new opportunities.
We focus on companies with both short- and long-term growth potential, primarily investing in large and mid-cap stocks. Given Caltech's emphasis on technology and innovation, our portfolio heavily features Tech and Biomedical sectors, with additional investments across other industries to maintain a balanced, diversified portfolio.
2-Year Change
1-Year Change
YTD Change*
| Security | Symbol | Price | % of Acct (% of Account) |
|---|---|---|---|
| NVIDIA CORP | NVDA | $140.22 | 8.56% |
| US TREASURY 3 MONTH BILLETF | TBIL | $50.00 | 8.12% |
| AMAZON.COM INC | AMZN | $229.05 | 5.75% |
| ALPHABET INC CLASS A | GOOGL | $196.11 | 5.4% |
| BERKSHIRE HATHAWAY CLASS B | BRK/B | $458.66 | 4.82% |
| APPLE INC | AAPL | $258.2 | 4.09% |
| MICROSOFT CORP | MSFT | $439.33 | 3.31% |
| CATERPILLAR INC | CAT | $367.57 | 3.3% |
| THE COCA-COLA CO | KO | $62.84 | 2.37% |
| META PLATFORMS INC CLASS A | META | $607.75 | 2.21% |
Leveraging Caltech's strengths in technology and computation, we aim to explore and incorporate quantitative finance strategies in the future.
To enhance the learning experience for our members, the Student Investment Fund has recently begun exploring the field of Quantitative Finance. We see this as an opportunity to showcase the practical applications of computational and technological skills in financial markets.
While we do not yet employ quantitative strategies for active portfolio management, we are actively exploring tools and frameworks to incorporate these techniques. By leveraging Caltech's expertise, we aim to bridge the gap between theory and practice in quantitative finance.