Principles of Investments


This course examines the various types of securities, valuation models for bonds, stock, options, futures, and theories of portfolio management.
Prerequisites: FIN 3220.

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PLAY MY STOCK PICKING GAME, SEE IF YOU COULD HAVE BEEN A MILLIONAIRE! GAME ON THE ECONEDLINK SITE, CLICK HERE TO PLAY, download Macromedia Flash Player first.


Dr. Trainor's Class

Course Syllabus
Course Schedule

 

Useful Downloads
Pop Tools, Excel add in

Useful Spreadsheets
Time value spreadsheet

Risk and Return Spreadsheet
Three period growth model
Relative Valuation
Portsolver
Stockbond
QQQ

Readings

WSJ and other Readings

Assignments

Mutual Fund Assignment
Stock Game Assignment / Stock Game Spreadsheet
WalMart Valuation Assignment
Valuation Assignment, choose your company
Valuation Examples from former students
Colgate
3M
AmExpress

Additional in Class Exercises

Stock Return Assignment / Stock Return data
Monte Carlo, Bootstrapping and VAR
Risk and Return Assignment
Portfolio Analysis
CPI Assignment
Ronen Valuation Assignment
Sears Valuation Assignment
MSO
Lowes
Stocksheet
DJIA Valuation Assignment

Exam Information and Practice Questions

Exam 1 Practice Questions
Exam 1 Jeopardy
Exam 2 Practice Questions
Exam 2 Survivor
Exam 2 Old Exam
Exam 3 Practice Questions
Exam 3 Overview
Exam 3 Jeopardy A
Exam 3 Jeopardy B
Exam 4 Performance Measurement
Exam 4 Millionaire

Power Points/Notes

Investment Basics - Stocks and bonds
Investment Basics - Mutual Funds, options, & futures
Chapters 5-8 (Portfolio Theory)
Chapter 9 (CAPM)
Chapter 12 ,Chapter 12 Audio Powerpoint (Efficient Markets)

Bonds and Stocks, Chapter 14,16.1, Chapter 18
Technical Analysis
Chapter 24 (Portfolio Performance Measurement)
Investment Planning, Chapter 26

End of Chapter Solutions

Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 12
Chapter 14
Chapter 16
Chapter 18
Chapter 24
Chapter 26

Financial Links

New York Stock Exchange
American Stock Exchange
NASDAQ
Chicago Board of Exchange
Wall Street Journal
Etrade
Stock Trak
Yahoo! Finance
Money Central
Silicon Investor, Investor Bulletin Board
Raging Bull, Investor Bulletin Board
The Motley Fool, Investor Bulletin Board
ZDNet's Inter@ctive Investor
Morningstar
Stockpoint
Briefing.Com
SmartMoney