FIN 377: Investments

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings

Part I: Introduction

1

(Top)

1/8-1/14

Introduction and Financial Markets

Learning Objective: TBA

Slides: Topic 1

Excel Assignment 1: 2.7, 12, 20; 3.9, 11, 12 (Due 1/19)

Excel Guidelines

Formulae Sheet (NOTE: You may not use this during the exams)

Other:

 

Chapter 2  (Background Chapters 1 and 3)

    Part II: Risk versus Return

2

(Top)

1/15-1/21

Historical Returns on Major Asset Classes

Learning Objective: TBA

Slides: Topic 2

Project Instructions

Excel Guidelines

Excel Assignment 1 Due (Submit via D2L by 11:59 PM on Friday 1/19)

MLK Day No Class 1/15

 

Chapter 5

3

(Top)

 1/22-1/28

Risk and Risky Portfolios

Learning Objective: TBA

Slides: Topic 3

Excel Assignment 2: 5.8, 9, 13; 6.4, 10, 11, 12; 7.4, 9, 22 (Due 2/16)

Statistics Refreshers:

A Review of Basic Statistical Concepts (pdf)

Introductory Probability and Statistics Review (interactive website)

Seeing Theory: A Visual Introduction to Probability and Statistics (interactive website)

AP Statistics Review (Khan Academy, YouTube playlist)

 

 

Chapters 6, 7

3

(Top)

1/29-2/4

Risk and Risky Portfolios (cont'd)

 
    Part III: Bonds and Stocks

 4

(Top)

2/5-2/11

Bond Prices and Yields

   Learning Objective: TBA

Slides: Topic 4

 

 Chapter 14

 5

(Top)

2/12-2/18

The Term Structure of Interest Rates

Learning Objective: TBA

Slides: Topic 5

Excel Assignment 2 Due (Submit via D2L by 11:59 PM on Friday 2/16)

 

 Chapter 15

 

2/19-2/25

Equity Valuation Models

Learning Objective: TBA

Slides: Topic 6

Excel Assignment 3: 14.9, 11, 18, 21; 15.8, 11; 18.4, 10, 17, 19 (Due 3/16)

 

Chapter 18

6

(Top)

2/26-3/4 Equity Valuation Models (cont'd)
   
        Exam 1 (Monday 2/26)
       
 
Spring Break
    Part IV: Portfolio Theory  

7

(Top)

 3/12-3/18

 Capital Asset Pricing Model (CAPM)

        Learning Objective: TBA

Slides: Topic 7

Excel Assignment 3 Due (Submit via D2L by 11:59 PM on Friday 3/16)

Exam 1 Monday 2/27@@@

 

Chapter 9

8

(Top)

3/19-3/25

Multiple Factor Models

Learning Objective: TBA

Slides: Topic 8

Excel Assignment 4: 9.4, 9, 19, 22; 10.1, 11, 15 (Due 4/6) 

Chapter 10

Spring Break

 9

(Top)

3/26-4/1

 Efficient Markets

Learning Objective: TBA

Slides: Topic 9

 Chapter 11

10

(Top)

 4/2-4/8

Behavioral Finance and Technical Analysis

Learning Objective: TBA

Slides: Topic 10

Excel Assignment 4 Due (Submit via D2L by 11:59 PM on Friday 4/6)

Chapter 12
    Part V: Derivatives

11

(Top)

4/9-4/15

Options Markets: Introduction

Learning Objective: TBA

Slides: Topic 11

Spring Break Day No Class 4/13

Chapter 20

12

(Top)

4/16-4/22

Option Valuation

Learning Objective: TBA

Slides: Topic 12

Excel Assignment 5: 20.5, 8; 21.8, 9, 11 (Due 12/1)

Chapter 21

13

(Top)

4/23-4/27

Option Valuation (cont'd)

Excel Assignment 5: 20.5, 8; 21.8, 9, 11 (Due 5/2)

Final Project Excel Spreadsheet Due (Submit via D2L by 11:59 PM on Friday 4/25)

 

 

 

Final Exam

  Date: 8:00-8:50 AM Tuesday, May 1st

  Excel Assignment 5 Due (Submit via D2L by 11:59 PM on Thursday 5/2)