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