The 40° North Fund is more than just a collection of portfolios — it’s a platform for financial learning, smart decision-making, and student-led leadership. Built by and for NYC high school students, this fund gives you the opportunity to take your first steps into the world of investing with real tools, real accountability, and a real community.
Investing isn’t just for Wall Street. It’s for all of us.
Learn By Doing – Gain hands-on experience in investing and portfolio management — real skills you won’t learn in a typical classroom.
Build Financial Literacy – Understand how money works, how markets move, and how to think critically about investing and risk.
Join a Student-Led Community – Work alongside peers who are just as ambitious, curious, and forward-thinking as you are.
Support a Mission Bigger Than Yourself – By investing in this fund, you're supporting a movement that gives high school students the tools to take control of their financial future.
Get Real-Time Transparency – Every trade, rebalance, and update is shared through email and Discord so you're always in the loop.
Getting started is simple — and designed with new investors in mind:
1. Explore Portfolios
Browse our independently managed portfolios, each run by student portfolio leads. From high-growth sectors to balanced long-term strategies, there's a portfolio that fits your goals and interests.
2. Use the Calculator
Head to our Tools to access our Investment Allocation Calculator. This tool helps you divide your capital based on which portfolio you choose and how much you would like to invest. Use the rebalance tolerance to adjust how precisely you would like to match your chosen portfolio.
3. Allocate Your Capital & Log the Investment
Follow the step-by-step instructions to invest the amount you’ve chosen into each portfolio. Then, log your investment using the Investor Participation Form to get email updates and join the Discord.
Once you invest, you're not left in the dark:
Email Alerts – You’ll get a notification every time a portfolio makes a move (buy, sell, rebalance).
Discord Pings – Each portfolio has its own channel, where updates and discussions happen live.
View live and historical performance metrics across all portfolios with Portfolio Performance.
Whether you invest $10 or $1,000, you're helping us prove that financial literacy and smart investing don’t require age or privilege — just initiative.
Want to go further?
Join our Discord to connect with other student investors
Propose your own portfolio and file your own investment analyst reports
Help build tools, share insights, or take on leadership roles in the fund’s future
Start your onboarding here: