Application of Concepts Resources

 

Application of Concepts

Resources

• Discussion Participation Scoring Guide.

This course applies the financial investment concepts, skills, and strategies to both your work environment and your personal investment objectives. For this discussion, consider how various investment vehicles interact with one another, including:

• The principal types of investment vehicles, and strategies for selecting the appropriate vehicles for different situations.
• The asset allocation arrangements.
• The organization and functions of the securities markets.
• The primary uses of, and differences among, market indexes.

Answer the following questions, providing explanations as needed:

• How might one determine the percentage (size) of a given asset to the overall portfolio?
• How might one determine whether the market or markets in which one invests are efficient? Are all of the markets in which one invests equally efficient?