29 Jan Quiz – Chapter 11, Diversification and

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