BUS 405 Principles of Investments

BUS 405 Principles of Investments

WEEK 1

Assignment - Annualized Returns Chapter 3 problem 18

Discussion 1 - Blume T's Formula, Allocation, and Selection

Discussion 2 - Money Market Funds

Quiz - Chapter 1, A Brief History of Risk and Return

Quiz - Chapter 2, The Investment Process

Quiz - Chapter 3, Overview of Security Types

Quiz - Chapter 4, Mutual Funds

WEEK 2

Assignment Abbott Laboratories Problem

Discussion 1- Primary and Secondary Markets

Discussion 2 - Contrarian Investing

Quiz - Chapter 5, The Stock Market

Quiz - Chapter 6, Common Stock Valuation

Quiz - Chapter 7, Stock Price Behavior and Market Efficiency

Quiz - Chapter 8, Behavioral Finance and the Psychology of Investing

WEEK 3

Assignment - Bootstrapping Chapter 10 Problem 31

Discussion 1 - Forward Interest Rates

Discussion 2 - Bond Prices versus Yields

Quiz - Chapter 9, Interest Rates

Quiz - Chapter 10, Bond Prices and Yields

WEEK 4

Assignment - Performance Metrics Chapter 13 Problem 22

Discussion 1- Expected Returns and Deviation

Discussion 2 - Portfolio Weights

Quiz - Chapter 11, Diversification and Risky Asset Allocation

Quiz - Chapter 12, Return, Risk, and the Security Market Line

Quiz - Chapter 13, Performance Evaluation and Risk Management

WEEK 5

Final Project - Construct a well-diversified portfolio

Discussion 1 - Hedging with Futures

Discussion 2 - Option Strategies