FIN 366 Investments

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• Trading Game Assignment and Instructions: Here

• Trading Game Assignment 6: Here

• Resume Template and Instructions: Here

• Independent Project: Here

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• Final Project: Here

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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: Candlestick (OHLC) Chart

II. Markets and Indices

• Lecture Notes

III. Equity Securities

• Lecture Notes

• Excel File: Order Types

• Excel File: Buying On Margin

• Excel File: Short Selling

IV. Fixed Income

• Lecture Notes

• Excel File: T-Bill Quotes

• Excel File: T-Bond Quotes

• Excel File: Muni Bonds

V. Options and Derivatives

• Lecture Notes

• Excel File: Option Payoffs

Exam 1 Materials

• WSJ Articles Notes

• 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: S&P 500 Return Distribution

VIII. Capital Allocation

• Lecture Notes

• Excel File: Inflation and the Risk Free Rate

• 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

• WSJ Articles Notes

XI. The CAPM and Multifactor Models

• Lecture Notes

• Excel File: Index Model

• Excel File: CAPM and SML

• Excel File: CAPM Performance

• Excel File: Size and Value Performance

• Python Code: Multifactor Model Regressions

XII. Equity Valuation: Intrinsic Values and DDM

• Lecture Notes

• Excel File: Expected vs. Required Return

• Excel File: DDM

XIII. Equity Valuation: Discounted Cash Flows and Comps

• Lecture Notes

• Excel File: DCF Valuation

XIV. Bond Valuation and Portfolios

• Lecture Notes

• Excel File: Bond Price Calculator

• Excel File: Yields and Returns

Exam 3 Materials

• Formula Sheet