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Wharton Global High School Investment Competition

Organizer

Wharton Global Youth Program

Focus

Client objectives and long-term investment strategy

Grade guidance & eligibility

Editorial preparation guidance: upper high school, or younger students with the prerequisites. Confirm official age, school and regional eligibility.

Output

Investment strategy, research and written deliverables

Timeline

2026–27: registration closes Sep 11, 5pm ET; trading begins Sep 28; final report due Dec 4, 5pm ET. See official page for all deliverables.

Why choose it

Requires explaining why a portfolio fits a client; the organizer does not rank teams by returns alone.

Best for

Reliable teams willing to maintain an evidence trail for months

When not ideal

Not ideal if the team mainly wants a trading game or cannot sustain report writing.

Strengths

writing · analysis · research

Category

Investment strategy

Description

Reliable teams willing to maintain an evidence trail for months Requires explaining why a portfolio fits a client; the organizer does not rank teams by returns alone. Not ideal if the team mainly wants a trading game or cannot sustain report writing.

Eligibility

Grades 9–12, with a school teacher as advisor. Team members must attend the same school/campus; the student leader must be at least 16 on 28 September 2026.

Team size

4–6 students in grades 9–12, with a teacher from their school as advisor

Registration opens

Aug 10, 2026

Registration deadline

Sep 11, 2026 · 5:00 PM UTC-04:00

Competition date

Sep 28, 2026

Rules

Official facts and registration rules: https://globalyouth.wharton.upenn.edu/competitions/investment-competition/ Editorial difficulty and workload describe preparation demands, not winning odds.

Preparation guide

Agree a client-risk framework before choosing securities. Keep an investment diary explaining decisions and rejected alternatives.

Official website

Registration

Related courses & exams

AP Macroeconomics

Study output, inflation, employment and policy transmission. Explain the causal chain before citing macro indicators in an investment report.

Updated: Sep 13, 2026 · 11:03 PM · Beijing Time

Related Discover

A company is not an investment thesis

A thesis needs a price, a horizon, a risk and an account of what could prove it wrong. Before making a recommendation, separate facts from forecasts and explain why the position fits the client.

Updated: Sep 13, 2026 · 7:38 PM · Beijing TimeSource: SIGMATELOS

Resources

Wharton — official rules and preparation

Agree a client-risk framework before choosing securities. Keep an investment diary explaining decisions and rejected alternatives.

GuideEnglishHigh

Competition

Updated: Sep 11, 2026 · 7:28 AM · Beijing TimeSource: Wharton Global Youth Program

Wharton Investment Competition Rules and Roles

Check team composition, advisor duties, eligibility and prohibited assistance before registering. This is the primary rules reference for avoiding preventable disqualification.

GuideEnglishIntermediateInvestment · rules · Official

Competition

Updated: Sep 10, 2026 · 11:06 PM · Beijing TimeSource: Wharton Global Youth

Wharton Investment Competition FAQ

Resolve practical questions about registration, the simulator and competition participation using answers from the organiser. Recheck this page when planning team milestones.

GuideEnglishIntermediateInvestment · preparation · Official

Competition

Updated: Sep 10, 2026 · 11:06 PM · Beijing TimeSource: Wharton Global Youth

Tools

TradingView

Freemium market charts and screeners for comparing instruments and observing price behaviour. Use it to document a research question and practise chart literacy; expanded features and some data require payment.

ToolEnglishIntermediatemarkets · charting · freemium

library

Updated: Sep 10, 2026 · 11:06 PM · Beijing TimeSource: TradingView