Briefing session investment competition

1. Investment Competition
X
Traders Academy
Winter 2020

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Energetic
Passionate
Diverse
About Us

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Timeline
Experienced
Beginners
Both
Dec 2020 Jan 2021 Feb 2021
28 Dec 20201 – 21 Dec 2020
Briefing
Session
4 – 16 Jan 2021
Experienced Investment
Competition(Round 1)
5 Feb 2021
Final
Pitching
Training Classes
4 – 15 Jan 2021 25 Jan – 6 Feb 2021
Beginner Investment
Competition
Application Period
TBC
F2F
Discussion
Experienced Investment
Competition(Round 2)
18 - 30 Jan 2021

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+
Trading Period
4 Jan 2021 (09:30 HKT) - 16 Jan 2021 (05:30 HKT)
2 Trading Period
18 Jan 2021 (09:30 HKT) - 30 Jan 2021 (05:30 HKT)
Final Pitching
5 Feb 2021 (Time: TBC)
1
3
38 participants
10 participants
5 participants
Screening based on Score
Champion
HKD 10,000
1st Runner-up
HKD 3,000
2nd Runner-up
HKD 1,000
Internship
+
Bonus mark: The utilization of https://www.invbots.com/en/hk
+
Investment
Competition
Beware of the virtual commissionfee
Screening based on Score
Screening based on
50% Score + 50% mark from judges
+

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Traders
Academy 5 Training Classes
4, 6, 8, 11, 13 Jan 2021 (17:00-17:30 HKT)
2 Trading Period
25 Jan 2021 (09:30 HKT) - 6 Feb 2021 (05:30 HKT)
F2F Discussion
Feb 2021 (Time: TBC)
1
3
>200 participants
40 participants
10 participants
Screening based on Participation
Screening based on Score
Champion
Apple Watch Series 6
1st Runner-up
Airpods Pro
2nd Runner-up
Stabilizer
OSMO Mobile 3
+
Bonus mark: The utilization of https://www.invbots.com/en/hk
Screening based on Score
Beware of the virtual commissionfee
Internship
+

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Rules
Capital deployed ratio:
(1 - [absolute(long position) + absolute(short position)] / NAV)*100
-80%>X>50%
Derivatives
(Approve ✓ Long/Short Stocks, ETFs, ETNs
Disapprove ⨉ Warrants, Options, Futures, CBBCs, CFDs)
Suspend Account
(Disqualify)
0 trade
(5 consecutive days)
☹
☹
☹
Average throughout the trading period

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Example
A
B
C
Sharpe
Ratio
P&L Max.
Drawdown
Capital
Deployed Ratio
Derivative First 5days
0 trade
D
E
✓
✓
22%
67%
23%
Score
-0.0595
-0.1093
-0.1970
-0.0624
-0.7481
3.205
-1.387
1.5221
0.5015
0.8590
45.1%
-0.9%
19.9%
12.5%
68.9%
88.33
33.33
106.67
51.67
135Suspend account (Disqualify)
Suspend account (Disqualify)
1
3
2
43%
36%

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Judges (Final round of the Investment Competition)
Fred WONG Chief Investment Officer of eFusion Capital
Jia FU Portfolio Manager of Oriental Patron
Jack LEE Fund Manager of Schroders
Priscilla CHAN Managing Director of Clough Capital Hong Kong LTD.
Nancy WU Chief Investment Officer of JADEA

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Invbots
Website
Introduction

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Company Website: https://www.invbots.com/en/hk
Choose country
Index performance
e.g. HSI, HSTI, S&P500
Check special event that might
potentiallyaffect the stock price
13F
Northbound, Southbound
Analysis written by our traders Analysis written by our traders

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Check your trading data (1.5-day delay)
Your Account ID
Your Full Name
Trading details
& record
Your Name_Stable

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Basic Trading
Terminology

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Basic Trading Terminology
Price-related Meaning
Bid Buying Price
Ask Selling Price
Spread Differencebetween buying and selling price
Position-related Meaning
Position This is the unit of a security held by you.
Long E.g. When you bought 100 units of a security, you are in a long position (+100).
Short E.g. When you sold 100 units of a security, you are in a short position (-100).

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Basic Trading Terminology
Order Book
Best ask – Best bid = Bid Ask Spread
2168.00 – 2167.75 = 0.25
AggregatedBid Order Size
AggregatedAsk Order Size

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Basic Trading Terminology
Order-related Meaning
1) Limit Price (LMT)
You specify your entry price for the position. Then the broker will execute
your order accordinglyor with a better price.
Sometimes, you may not get your order filled quicklyor fully due to your
price limit.
2) Market Price (MKT)
You specify your entry quantity for the position. Then the broker will fill up
your order at any cost to meet your quantity.
Sometimes, you may get in a position witha very expensiveprice.
+
1) Day Order
The order will only work withinregular trading hours (RTH) in a day. If the
order is not executed successfully, it will be cancelled after RTH.
2) GTC Order
This means "good til cancel", the order will end only if you cancel it or the
order is executed successfully.

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Interactive
Broker (IB)
Demo

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https://www1.interactivebrokers.com/en/index.php?f=16040
Download & Log in Interactive Brokers
Log in with the account & password
We sent to your email

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How to place order?
Insert
stock code
Only choose “Stock”
DAY:
GTC: an order that is working regardless of
the time frame, until the order is explicitly
cancelled.
Quantity of shares
LMT: set the maximum/
minimum price at which
you want to buy/ sell
MKT: execute as quickly as
possible at the current
market price.
Position

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How to check your order?
P&L before closing the position

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How to close the position?
Right click & choose “CLOSE”
After closing the position
It will then automatically change

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How to close the position?
Click “ACCOUNT”
Amount available for trading

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Reminder
IB paper trading market data is NOT REAL-TIME.
Please use other sources to get a real-time price quote.

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DO & DON’T
DO
Stocks, ETFs, ETNs
Capital deployed ratio:
(1 - [abs(long position) + abs(short position)] / NAV)*100
Average throughout the trading period
DON’T
Please DON’T change the password!
Warrants, Options, Futures, CBBCs, CFDs
-80% ≥ X or X > 50%-80%< X ≤ 50%
Securities
0 trade in first 5 consecutivedaysTrading activities Trade frequently

24. WhatsApp QR code

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Q&A

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Appendix

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How to calculate your Capital Deployed Ratio?
1 2
Add a “Market Value” column

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How to calculate your Capital Deployed Ratio?
3 4

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How to calculate your Capital Deployed Ratio?
421.4K
5
(1 - [abs(long position) + abs (short position)] / NAV)*100