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OUTLINE AND READING ASSIGNMENTS
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I.
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Elements of Investments
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A. Introduction - Chapter 1 & Appendix 1B;
Problems 1 & 3, p. 22.
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B. Securities Markets - Chapter 2
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C. Participating in the Market - Chapter 3;
Problems 1, 2, 3, 5, 7, 9 & 11, pp. 82-84
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D. Sources of Information - Chapter 4
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II.
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Fixed-Income Securities
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A. Bond Fundamentals - Chapter 11;
Problems 1, 2, 4, 6, & 7, pp. 329-330.
B. Bond Valuation - Chapter 12;
Problems 1, 2, 3, 4, 5, 6, 7, 8, 11 & 14, pp. 358-380.
C. Duration and Reinvestment Concepts - Chapter 13;
Problems 1-10, pp. 383-385.
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III.
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Equity Analysis
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A. Industry Analysis - Chapter 6 & 6-A; Problem 1, p. 176.
B. Valuation of the Firm - Chapter 7; Problems 1-10, pp. 201-203.
C. Technical Analysis - Chapter 9
D. Market Efficiency - Chapter 9
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IV.
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Options - Chapter 15; Problems 1-13, pp. 438-440.
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V.
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Portfolio Management
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A. Capital Market Theory - Chapter 21; Problems 1-10, pp. 611-612.
B. Measuring Risks and Returns - Chapter 22;
Problems 1-4, pp. 640-641.
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VI.
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Mutual Funds - Chapter 19; Problems 1-8, pp. 560-561.
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ASSIGNMENTS:
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Grades for assignments will be for a stock game
(3%), homework collected in class (12%), and security report (5%).
Assignments are due at the beginning of the periods.
Assignments handed in late will be marked down.
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CALCULATOR:
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For time value of money problems on assignments
and exams, you must have a financial calculator or use Excel.
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ATTENDENCE:
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Attendance will be taken and is highly
recommended.
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PREREQUISITE:
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FIN 311 -
Business Finance
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FAQ:
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1)
Will this be on the exam? Yes.
2)
What will be in the next exam?
Everything.
3)
I will not be in the next class.
Will I miss anything important?
Yes.
4)
Can I get extra credit? No.
5)
The material being covered does not seem to relate to the real
world. Why is it being
covered? There
is no “real world” -- everything is an illusion.
6)
Will the grades be curved? Even space and time is relative.
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GOAL:
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To convey an understanding of current investment
practice and how investment theory relates to financial markets.
Your goal should be to maximize your investment knowledge
relative to your career choice and personal financial goals.
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Material on on this syllabus, such as the following learning objectives, are subject to change during the course.You are responsible for attending class to receive these changes.
Learning Objectives
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