FIN 366: Investments

Course Materials

    Syllabus (updated 9/23 10:30pm)

    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)

    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 (Posted 9/23 @ 10:30PM)

    Excel File: Covariance and Correlation

    Excel File: Investment Opportunity Set