Investment thesis and sizing assignment

Connect a research thesis to a virtual position and a reviewable decision record.

Fictional teaching exercise. Use virtual funds; values and settings are illustrative rather than recommended investments.

Student task

Define a stock/ETF research universe and record the filters.
Write a thesis, counterargument and invalidation condition before entering.
Choose a virtual size and explain its relation to the class mandate.
Reconcile order/fill facts and write a post-observation memo.

Worked illustration

A fictional $100,000 practice account allocates $5,000 to an illustrative $50 share: 100 shares before fees. A later $48 mark produces a $200 unrealized decline; closing changes its realized status. Neither number grades the quality of the thesis by itself.

Instructor rubric

Evidence	Review criterion
Research	Documented universe, sources, intervals and missing-data limits.
Decision	Explicit thesis, counterargument, size and invalidation.
Review	Matched facts rather than only a positive return.
Revision	One justified change and what evidence would test it.

Your decision and supporting evidenceYour result, limitations and revision

Write and grade explanations in your course/LMS workflow. Investfly provides basic roster, managed-portfolio, activity controls and available exports; this worksheet does not imply a native rubric grader or LMS integration.

Classroom setup and learner access · Labs guide

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