Investments with Dr. John Elder
Schedule
Week BKM Topics
1/17 1,2 Introduction and basic financial securities
1/24 3 Securities Markets
1/31 4,22 Mutual Funds and ETFs / Investment Process
2/7 5 Portfolios: Risk and Return / Capital Allocation Line
2/14 Midterm I on Thursday
2/21 6 Portfolios: Diversification (skip section 6.5 for now and 6.6 completely)
2/28 7 plus 6.5 Portfolios: CAPM and Factor Models (Add section 6.5)
3/1 8 Efficient Markets Hypothesis and Behavioral Finance and Technical Analysis
3/8 9
Efficient Markets Hypothesis and Behavioral Finance and Technical Analysis
3/20 --
cont'd
3/27 Midterm II on Thursday
4/03 13 Equity Valuation: Firm Analysis (skip 13.5)
4/10 18 Portfolios: Performance Evaluation and Management (skip sections 18.6 on mkt timing and 18.7 on Treynor-Black)
4/17 15 Options: Introduction
4/24 16 Options: Valuation
5/1 --  Con't


16
12
14
Option Valuation
Macro Analysis
Financial Statement Analysis
Final Exam Cumulative (but more weight on newer material) - See place/time on Syllabus