Celani Investment Portfolio

The Tom Celani Student Investment Portfolio is a student-managed fund with a market valuation of $2.4 million in July 2021. The fund is managed by fifteen to twenty students each year that are selected by their peers and the faculty adviser. Students have organized themselves to follow different industry sectors and to manage portfolio risk.  Members of the fund make presentations about potential acquisitions and divestments to the group on a weekly basis. Proposals are vigorously debated based on the analyses provided, consideration of risk-adjusted returns, and the overall impact on the portfolio.

Through this experiential learning opportunity, students will trade shares and learn concepts of valuation, value at risk, and portfolio management tools. The students also make presentations to the Celani Fund Advisory Committee, the Dean of the College of Business Administration, CMU Alumni, Employers, and other guests. 

DateCompanyPassedSharesShare PriceNet Value
1/25/22Penn National Gamming    
12/16/21Activision Blizzard Inc.Yes468$148.47$70,008.66
11/15/21Lousiana PacificNo   
10/02/21UnitedHealth GroupYes123$407.08$50,000
4/12/21Ingredion Inc.No  $50,000
4/5/21Procter & Gamble Co.Yes581$135.45$80,000
3/29/21Pepsi Co.Yes707$144.64$50,000
3/22/21Activision Blizzard Inc.Yes811$92.40$75,000
3/15/21Jack in the BoxNo456$109.72$50,000
3/8/21Penn National GamingYes457$109.28$50,000
3/1/21NIO Inc.No1,004$49.75$50,000
2/15/21Walt DisneyYes641$194.98$125,000
2/8/21Texas InstrumentsYes562$177.67$100,000
11/2/20Delta AirlinesYes1,592$31.42$50,000