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. 


DateCompany
Passed
Shares
Share Price
Net Value
4/19/21
Garmin
Yes
352
$138.55
$50,000
4/12/21
Ingredion Inc.
No


$50,000
4/5/21
Procter & Gamble Co.
Yes
581
$135.45
$80,000
3/29/21
Pepsi Co.
Yes
707
$144.64
$50,000
3/22/21
Activision Blizzard Inc.
Yes
811 
$92.40
$75,000
3/15/21
Jack in the Box
No
456
$109.72
$50,000
3/8/21
Penn National Gaming
Yes
457
$109.28
$50,000
3/1/21
NIO Inc.
No
1,004
$49.75
$50,000
2/15/21
Walt Disney
Yes
641
$194.98
$125,000
2/8/21
Texas Instruments
Yes
562
$177.67
$100,000
11/2/20
Delta Airlines
Yes
1,592
$31.42
$50,000
10/26/20

Caterpillar
Yes
311
$151.12
$50,000