FIN 366: Investments

Course Materials

    Syllabus: Available Here

    WSJ Assignments: Instructions · Template

    Homework Assignments: Good Example · Bad Example

    Assignment Upload Link: For homework, WSJ, resume, and projects



Chapter 1 : Investments Background and Issues

    Briefing

    Presentation Slides

    Critical Thinking Questions

    Excel File: Investor Questionnaire



Chapter 2: Asset Classes and Financial Instruments

    Briefing

    Presentation Slides

    Critical Thinking Questions

    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

    Briefing

    Presentation Slides

    Critical Thinking Questions

    Excel File: Buying on Margin

    Excel File: Short Sales



Chapter 4: Mutual Funds and Other Investment Companies

    Briefing

    Presentation Slides

    Critical Thinking Questions

    Excel File: Investment Company Summary



Chapter 5: Risk, Return, and the Historical Record

    Briefing

    Presentation Slides

    Critical Thinking Questions

    Excel File: Multiperiod Returns

    Excel File: Annualizing Returns

    Excel File: Scenario Analysis

    Excel File: Historical Returns

    Excel File: Capital Allocation

    Excel File: Capital Allocation Line



Chapter 6: Efficient Diversification

    Briefing

    Presentation Slides

    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