FIN 366: Investments

Course Materials

    Syllabus (updated 10/21 10:30am)

    WSJ Assignments:

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    Homework Assignments:

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Chapter 1 & 22: Investments Backround and Issues

    Presentation Slides (Final Version)

    Excel File: Investor Questionnaire



Chapter 2: Asset Classes and Financial Instruments

    Presentation Slides (Final Version)

    Excel File: T-Bill Quotes

    Excel File: T-Bond Quotes

    Excel File: Muni Bonds and Equiv. Tax Yield

    Excel File: Stock Market Indexes

    Excel File: Option Payoffs



Chapter 3: Securities Markets

    Presentation Slides (Final Version)

    Excel File: Buying on Margin

    Excel File: Short Sales



Chapter 4: Mutual Funds and Other Investment Companies

    Presentation Slides (Final Version)

    Excel File: Investment Company Summary

    Excel File: Returns and Fees



Chapter 5: Risk, Return, and the Historical Record

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: Multiperiod Returns

    Excel File: Annualizing Returns

    Excel File: Inflation

    Excel File: Scenario Analysis

    Excel File: Historical Returns

    Excel File: Capital Allocation

    Excel File: Capital Allocation Line



Chapter 6: Efficient Diversification

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: Covariance and Correlation

    Excel File: Investment Opportunity Set

    Excel File: Optimal Risky Portfolio

    Excel File: Constructing the Complete Portfolio

    Excel File: The Index Model



Chapter 7: CAPM: Capital Asset Pricing Model

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: CAPM and the SML

    Excel File: Beta's Performance

    Excel File: Size and Value Portfolios



Chapter 8 & 9: EMH and Behavioral Finance

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: Fundamental Analysis

    Excel File: OHLC and Technicals

    Excel File: Size, B/M, and Momentum



Chapter 13: Equity Valuation

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: Expected vs. Required Rates of Return

    Excel File: Dividend Discount Model

    Excel File: Discounting Free Cash Flows to Equity Holders

    Excel File: Valuation by Comparables



Chapter 12: Macroeconomic and Industry Analysis

    Presentation Slides (Final Version)

    Critical Thinking Questions



Chapter 10: Bond Prices and Yields

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: Bond Price and Yield Calculator

    Excel File: Yields and Returns



Chapter 11: Managing Bond Portfolios

    Presentation Slides (Final Version)

    Critical Thinking Questions

    Excel File: Duration