|
Week
and Lecture Dates
|
Lecture
Topic
|
Homework
Assignments
(due
on the posted date by 12:00 pm noon central)
|
|
Week 1
L1:
08/22/23
L2:
08/24/23
|
·
Course Introduction
·
Sources of Investment Information
and Data
·
Introduction to Intelligent
Investing (Asset Classes, Financial Trends)
|
|
|
Week
2
L3:
08/29/23
L4:
08/31/23
|
·
Stock
Classifications and Market Indexes
·
How Securities are
Traded (Exchanges, Brokers, Investment Firms, Orders, Margin, Short
Selling)
|
|
|
Week
3
L5:
09/05/23
L6:
09/07/23
|
·
How Securities are
Traded (Exchanges, Brokers, Investment Firms, Orders, Margin, Short
Selling)
·
Mutual Funds
|
Homework 1
Assigned on 09/07/23
|
|
Week
4
L7:
09/12/23
L8:
09/14/23
|
·
Mutual Funds
|
|
|
Week
5
L9:
09/19/23
L10:
09/21/23
|
·
Exchange Traded
Funds (ETFs)
·
Bonds and Fixed
Income
|
Homework 1 Due on
09/21/23
Homework 2
Assigned on 09/21/23
|
|
Week
6
L11:
09/26/23
No Lecture on
09/28/23
|
·
Bonds and Fixed
Income
·
Fundamental Analysis
·
Financial
Statement Analysis
|
|
|
Week
7
L12:
10/03/23
L13:
10/05/23
|
·
Utilizing
Financial Ratios
·
No
Lecture 10/05/23:
Fall Break
|
Homework 2 Due on
10/03/23
Homework 3
Assigned on 10/03/23
|
|
Week
8
L14:
10/10/23
L15:
10/12/23
|
·
Stock Valuation
Models (Relative Valuation)
·
Stock Valuation
Models (Intrinsic Valuation)
|
|
|
Week
9
L16:
10/17/23
L17:
10/19/23
|
·
Popular Investment
Strategies (Value, Growth, and Momentum)
|
Homework 3 Due on
10/19/23
Homework 4
Assigned on 10/19/23
|
|
Week
10
L18:
10/24/23
L19:
10/26/23
|
·
Popular Investment
Strategies (Value, Growth, and Momentum)
·
Stock Screening
·
Efficient Market
Hypothesis
|
|
|
Week
11
L20:
10/31/23
L21:
11/02/23
|
·
Behavioral Finance
·
Technical Analysis
|
Homework 4 Due on
11/02/23
Homework 5 Assigned
on 11/02/23
|
|
Week
12
L22:
11/07/23
L23:
11/09/23
|
·
Technical Analysis
·
Real Estate
Investment Trusts (REITs)
·
Commodities
|
|
|
Week
13
L24:
11/14/23
L25:
11/16/23
|
·
Commodities
·
Monetary Policy
(Federal Reserve) and Fiscal Policy (Government Actions)
·
Macroeconomic
Analysis and Understanding Macroeconomic Indicators
|
Homework 5 Due on
11/16/23
Homework 6
Assigned on 11/16/23
|
|
Week
14
No Lectures on
11/21/23
and 11/23/23
|
No Lectures: Thanksgiving
Break
|
|
|
Week
15
L26:
11/28/23
L27:
11/30/23
|
·
Sector and
Industry Analysis
·
Diversification
and Portfolio Construction
·
Retirement
Planning
|
|
|
Week
16
L28:
12/05/23
No Lecture on
12/07/23
|
·
Retirement
Planning
No Lecture
12/07/20:
Homework 6 Due
|
Homework 6 Due on
12/07/23
|
|
12/12/23
No Lectures
|
No Lectures: Finals Week
|
|
