FIN 366 Investments

• Syllabus: Here

• Suggestion Box: Here

• Assignment Upload Link: Here

• Trading Game Instructions: Here

• Trading Game Assignment: Here

• Resume Template and Instructions: Here

• Articles and Readings

Lecture Materials

0. The Course Journal

• Available here.

I. Efficient Markets and Behavioral Finance

• Lecture Notes

• Excel File: Coin Flip Simulations

• Excel File: Size, Value, and Momentum Portfolios

• Python Code: Technical Analysis

II. Markets and Indices

• Lecture Notes

III. Equity Securities and Trading

• Lecture Notes

• Excel File: Order Types

• Excel File: Buying On Margin

• Excel File: Short Selling

IV. Fixed Income

• Lecture Notes

• Excel File: Muni Bonds

V. Options and Derivatives

• Lecture Notes

• Excel File: Option Payoffs

Exam 1 Materials

• Formula Sheet

VI. Investment Vehicles

• Lecture Notes

• Excel File: Investment Companies

VII. Risk and Return

• Lecture Notes

• Excel File: Returns Calculator

• Excel File: Scenario Analysis

• Python Code: Market Return Distribution

VIII. Capital Allocation

• Lecture Notes

• Excel File: Capital Allocation

• Excel File: Capital Allocation Line (CAL)

IX. Efficient Diversification

• Lecture Notes

• Excel File: Calculating Covariance and Correlation

• Excel File: Investment Opportunity Set

• Python Code: Unsystematic and Systematic Risk

X. Optimal Risky & The Complete Portfolio

• Lecture Notes

• Excel File: Optimal Risky Portfolio

• Excel File: Complete Portfolio

Exam 2 Materials

• Formula Sheet