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Investment Analysis & Portfolio Management - FIN630 - VU Video Lectures

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Introduction Of Investment, Security Groupings, Three Reasons For Investing, The Academics Study Of Investments, Theoretical Research, Empirical Research.
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Introduction Of Market Place, The Role Of The Capital Markets, Economic Function, Continuous Price Function, Fair Pricing Function, The Exchanges, National Exchanges, Regional Exchanges, Trading Systems, The Specialist System, Superdot, Marketmakers.
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463 Views
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Circuit Breakers And Trading Curbs, The Nasdaq Stock Market, The Nasdaq National Market, Tiers Of The Nasdaq Market, The Over The Counter Market, Over-The-Counter Bulletin Board (Otcbb), Pink Sheets Stocks, Third And Fourth Markets, The Securities And Exchange Commission (Sec), Primary Acts, The National Association Of Securities Dealers (Nasd), Illegal Vs. Unethical, Corporations, Shares, And Shareholder Rights, The Right To Receive Declared Dividends On A Pro Rata Basis, The Right To Vote, The Right To Maintain Ownership Percentage, Stock Split Vs. Stock Dividends.
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353 Views
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Common Stock, Categories Of Stock, Blue Chip Stocks, Income Stock, Cyclical Stocks, Defensive Stocks, Growth Stocks, Speculative Stocks, Penny Stocks, Market Mechanics Placing Orders, Order Information Flow, Settlement Procedures, Adjusting Limit And Stop Prices For Dividend, The Ticker Tape.
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412 Views
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Market Mechanics, Buying Power, Withdrawing Cash, Margin Calls, Variations On The Margin Account, Margin And Speculation, Selling Short, Mechanics Of A Short Sale, Selling Short Against The Box, The Cost Of Trading, The Commission Structure, Commission Schedules, Electronic Brokers, Broker Compensation, Forthcoming Changes In The Reward System.
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399 Views
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Valuation Philosophies, Investors' Understanding Of Risk Premiums, The Time Value Of Money, The Importance Of Cash Flows, The Tax Factor, Economic Analysis, Industry Analysis, Value Vs Growth Investing, The Value Approach To Investing, The Growth Approach To Investing, The Information Trader, The True Growth Investor, How Price Relates To Value, Value Stocks And Growth Stocks, How To Tell By Looking, The Price To Book Ratio, The Price-Earnings Ratio, Differences Between Industries, Analytical Factors, The Dividend Discount Model, The Importance Of Hitting The Earnings Estimate, The Multistage Ddm, Caveats About The Ddm, False Growth, A Firm's Cash Flow, Small-Cap, Mid-Cap, And Large-Cap Stocks.
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286 Views
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Beyond Fundamental Analysis, Charting, The Underlying Logic, Line Chart, Bar Charts, Point And Figure Charts, Candlestick Chart, A Support Level.
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315 Views
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What Is Technical Analysis?, A Framework For Technical Analysis, Charts Of Price Patterns, Moving Average.
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313 Views
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Technical Indicators, Indicators With Economic Justification, Mutual Fund Cash Position, Confidence Index, Advance-Decline Line, Relative Strength Ratio, Closing Thoughts On Indicators.
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429 Views
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Dow Theory, Fibonacci Numbers, Kondratev Wave Theory, Chaos Theory, Neural Networks, Indicators Of The Witchcraft Variety, The Super Bowl Indicator, Hemline Indicator, Breadth Indicators, The Advance-Decline Line (Breadth Of The Market), New High And Lows, Sentiment Indicators, Short-Interest Ratio, Mutual Fund Liquidity, The Opinions Of Investment Advisory Newsletter, The Future Of Technical Analysis, Conclusions About Technical Analysis.
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Fundamental Analysis, Investors' Understanding Of Risk Premiums, The Tax Factor, Value Vs Growth Investing, The Value Approach To Investing, The Growth Approach To Investing, The True Growth Investor, How Price Relates To Value, Value Stocks And Growth Stocks, The Dividend Discount Model, The Importance Of Hitting The Earnings Estimate, The Multistage Ddm, The P/E Ratio Or Earnings Multiplier Approach, What Is The P/E Ratio?, Determinants Of P/E Ratio, Understanding The P/E Ratio.
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305 Views
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Ratio Analysis, Liquidity Ratios, Profitability Ratios, Leverage Ratio.
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246 Views
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Investment Ratios, The Business Cycle, The Stock Market And The Business Cycle, Forecasts The Economy, Insights For The Yield Curve, Uses Of The Market Measures.
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268 Views
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A Framework For Fundamental Analysis, Bottom-Up Approach To Fundamental Analysis, Top-Down Approach To Fundamental Analysis, Economy/Market Analysis, Industry / Sector Analysis, Company Analysis, Assessing The Economy, What Determines Aggregate Stock Prices?, The Earning Stream, Using The Business Cycle To Make Market Forecasts, Using The Fed’s Model To Make Market Forecasts, Potential Problems With The Fed Model.
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545 Views
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Sector And Industry Analysis, Why Industry Analysis Is Important Over The Long Run?, The Industry Life Cycle, Pioneering Stage, Expansion Stage, Stabilization Stage, Declining Stage, Qualitative Aspects Of Industry Analysis, Government Effects, Evaluating Future Industry Prospects, Assessing Longer-Term Prospects, Picking Industries For Next Year, Business Cycle Analysis, Growth Industries, Defensive Industries, Cyclical Industries.
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2876 Views
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Company Analysis, Fundamental Analysis, Reported Earnings.
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284 Views
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Analyzing A Company’s Profitability, Analyzing Return On Equity (Roe), Analyzing Return On Assets (Roa), A Forecast Of Eps, Earnings Surprises, Determinants Of The P/E Ratio.
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366 Views
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Objective Of Financial Statements, Earnings Before Interest & Tax, Retained Earnings.
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331 Views
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Gathering Investment Information, Fundamental Analysis, Technical Analysis, The Experts’ Approach, Standard And Poor’s Publications, Stock Market Encyclopedia, Corporation Records, Earning Forecaster, Mergent / Moody’s Publications, Dividend Record, Bond Record, Handbook Of Common Stock, Annual Reports, The Securities And Exchange Commission, Investment Letters, Advisory Letters, Institutional Brokers Estimate System, The Wall Street Journal, Barron’s, Value Line Investment Survey Windows, Expended Academic Index, Online Computer Services, Bank Trust Department, Employee Relation Programs.
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405 Views
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Indirect Investing, What Is An Investment Company?, Types Of Investment Companies, Unit Investment Trusts, Closed-End Investment Companies, Open-End Investment Companies, Types Of Mutual Funds, Money Market Funds, Stock Funds And Bond A Income Funds, Measures Of Fund Performance, Investing Internationally Through Investment Companies.
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292 Views
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Exchange-Traded Funds (Etfs), The Required Rate Of Return, Understanding The Required Rate Of Return.
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320 Views
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The Passive Strategy, Buy-And-Hold Strategy, Index Funds, The Active Strategy, Sector Rotation.
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462 Views
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Market Efficiency, The Efficient Market Hypothesis (Emh), Types Of Efficiency, Degrees Of Informational Efficiency, Tests Of Weak Form Efficiency, Tests Of Semi-Strong Form Efficiency, Strong Form Efficiency, The Semi-Efficient Market Hypothesis, Security Prices And Random Walks, Anomalies, Low-Priced Stock, The Small Firm Effect, The Neglected Firm Effect, Market Overreaction, The January Effect, The Weekend Effect, The Persistence Of Technical Analysis.
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291 Views
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Market Indexes, Index Construction, Price Weighting, Equal Weighting, Capitalization Weighting, Popular Indexes, Dow Jones Averages, Standard & Poor’s Indexes, Fixed Income Indexes, International Indexes, European Indexes, Asia And The Pacific Rim.
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Fixed-Income Securities, Bond Characteristics, Federal Government Securities, Government Agency Securities, Municipal Securities, Corporate Bonds, Direct Access Notes, Convertible Bonds, Bond Ratings, Standard & Poor's Debt-Rating Definitions, Asset-Backed Securities, Rates On Fixed-Income Securities, Equity Securities.
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248 Views
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Bond Fundamentals, Identification Of Bonds, Classification Of Bonds, Terms Of Repayment, Inflation-Indexed Treasury Bonds, Convertible And Exchangeable Bonds, Bearer Bonds, Book Entry Bonds.
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301 Views
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Bond Pricing And Returns, Valuation Equations, Yield To Maturity, Calculating The Yield To Maturity, Realized Compound Yield, Accrued Interest, Bond Risks.
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284 Views
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The Basic Components Of Interest Rates, Measuring Bond Yields, Yield To Maturity, Realized Compound Yield, The Valuation Principle, Bond Price Changes Over Time, Bond Prices Move Inversely To Interest Rates, Effects Of Maturity, The Effects Of Coupon.
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284 Views
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Measuring Bond Price Volatility, Calculating Duration, Estimating Price Changes Using Duration, Convexity, Zero-Coupon Bonds,.
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239 Views
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Holding Period Return, Yield And Appreciation, The Time Value Of Money, Compounding, Compound Annual Return.
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313 Views
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Sources Of Risk, Interest Rate Risk, Market Risk, Inflation Risk, Business Risk, Financial Risk, Liquidity Risk, Exchange Rate Risk, Country Risk, Systematic (Market) Risk, Nonsystematic (Non-Market) Risk, Measuring Returns, Return Relative, Cumulative Wealth Index, International Returns And Currency Risk, Summary Statistics For Returns, Arithmetic Mean Versus Geometric Mean, Inflation Adjusted Returns, The Direct Relationship.
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268 Views
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Portfolio Theory, Dealing With Uncertainty, Probability Distributions, Calculating Expected Return For A Security, Calculating Risk For A Security, Portfolio Expected Return.
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Analyzing Portfolio Risk, Random Diversification, Markowitz Portfolio Theory, Measuring Comovements In Security Returns, Correlation Coefficient, Covariance, Relating The Correlation Coefficient And The Covariance, Calculating Portfolio Risk, The N-Security Case, Markowitz Calculations, Efficient Portfolios.
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Building A Portfolio Using Markowitz Principles, Using The Markowitz Portfolio Selection Model, Selecting An Optimal Portfolio Of Risky Assets, The Single - Index Model, The Impact Of Diversification On Risk, Systematic Risk, Nonsystematic Risk, The Implications Of The Markowitz Portfolio Model.
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Asset Pricing Model, Capital Market Theory, The Equilibrium Return-Risk Tradeoff, The Capital Market Line, The Market Portfolio, The Separation Theorem, The Security Market Line, Capm's Expected Return-Beta Relationship.
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Introduction Of The Risk-Free Asset, Risk-Free Borrowing And Lending, Estimating The Sml, Estimating Beta, Arbitrage Pricing Theory, Portfolio Management, Portfolio Management As A Process, Individual Investors Vs Institutional Investors.
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Portfolio Management, Formulate An Appropriate Investment Policy, Establishing A Portfolio Risk Level, Inflation Considerations, Constraints And Preferences, Tax Considerations, Legal And Regulatory Requirements, Determine And Quantify Capital Market Expectations, Rate Of Return Assumptions, The Asset Allocation Decision, Strategic Asset Allocation, Tactical Asset Allocation, Changes In Investor's Circumstances, Rebalancing The Portfolio, Performance Measurement.
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Framework For Evaluating Portfolio Performance, Differential Risk Levels, Differential Time Periods, Appropriate Benchmarks, Constraints On Portfolio Managers, Return And Risk Considerations, Measures Of Return, Dollar-Weighted Returns, Time-Weighted Returns, Risk Measures, Risk-Adjusted Measures Of Performance, The Sharpe Performance Measure, The Treynor Performance Measure, Comparing The Sharpe And Treynor Measures, Measuring Diversification, Jensen's Differential Return Measure, Problems With Portfolio Measurement, Issues In Performance Evaluation, Performance Attribution.
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277 Views
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The Role Of Derivative Assets, The Rationale For Derivative Assets, Derivative Assets And The News, Risk Of Derivative Assets, Listed Vs. Over-The-Counter Derivatives.
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314 Views
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The Futures Market, Why Futures Markets?, Futures Contracts, Hedgers, Speculators, Marketmakers, The Structure Of Futures Markets, Futures Exchanges, The Clearing House, The Mechanics Of Trading.
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305 Views
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How To Hedge With Futures, The Short (Sell) Hedge, The Long (Buy) Hedge, Speculators, Financial Futures, Stock Index Futures, Foreign Currency Futures, Index Arbitrage And Program Trading.
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277 Views
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Interest Rate Futures, Short Hedges, Long Hedges.
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283 Views
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Uses Of Derivatives, Risk Transfer, Risk Management, Financial Leverage, Income Generation, Financial Engineering, The Origin Of An Option, The Options Market, Why Options Market?, Exercise (Strike) Price, Expiration Date, Option Premium, The Mechanics Of Trading, The Options Exchanges, The Clearing Corporation, The Clearing Corporation.
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264 Views
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Investment Alternatives, Categories Of Stock, Types Of Orders, The Cash-Flow Statement, Ratio Analysis, Investing Indirectly, Closed-End Investment Companies, Open-End Investment Companies (Mutual Funds), The Passive Strategy, Buy-And-Hold Strategy, The Active Strategy, Degrees Of Informational Efficiency, Sources Of Risk, Markowitz Portfolio Theory, Uses Of Derivatives.