FIN 366 Investments

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Course Resources

Syllabus

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Articles and Readings

Finance & Markets

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Projects & Assignments

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Trading Game Instructions

Trading Game Assignments

Final Project

Lecture Materials

I. Efficient Markets and Behavioral Finance

Lecture Notes
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 and Rates

Lecture Notes
Excel File: Muni Bonds

V. Options and Derivatives

Lecture Notes
Excel File: Option Payoffs

Exam 1 Resources

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 Resources

Calculator Tutorial
Formula Sheet

XI. The CAPM & 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

Lecture Notes
Excel File: DDM
Excel File: DCF Valuation
Equity Valuation Flowchart