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Resources

In addition to our strong team and various events, Investment Connection at UCSB also provides great resources for our members. 

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Privately Managed Portfolios (PMPs)

 

We believe that the key to success in investing lies in understanding the market but also in doing one's own research and collaborating with others to work as a team. In the beginning of the year, we divide the club into several groups and each team is given a sum of virtual money. Throughout the year, the team is responsible for investing their money on Trading View through collaboration and working together. By the end, groups go head to head to see who made the best investment choices over the year and who made the most profit. 

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Research

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We provide our members with the most recent and exclusive in-depth analysis reports published by well-established firms and banks covering topics on economy and equities.  We also include Zacks Research Documents, highly professional and in depth market reports to our students at no cost. (These cost thousands of dollars, but for you, its free!)

Home Office Study

Lessons/Docs

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Our weekly meetings contain lessons and documents that provide information regarding the markets that isn't traditionally taught in classes. These documents and reference presentations are available to all members to review and learn for their own understanding!

Missed the Meeting?

No Problem! Heres the slides from the past weeks...

Your Pathway to Financial Success

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