Investments and Seminar Courses

Access to both investments and Seminar Courses. 3 month access.

• How to build portfolios using both fundamental and technical analysis.
• Provide an overview of the financial markets, what a stock is, and how to analyze the performance of a stock and a portfolio of stocks using both risk and return. 
• Understand the behavior of market participants. 
• Understand and apply technical analysis to stock selection in a portfolio management exercise. 
• Understand the principles of both options and futures. 
• Apply Technical Analysis to both Options and Futures.

By the end of the course, students will be able to ... 

CLO1: Understand how to re-build fundamentally driven portfolios and create stock recommendations following "Towards a Simplified CAN SLIM model."

CLO2: Apply the portfolio recommendations to new time-series using Portfolio123.com and interpret the portfolio rules from the paper Appendix 1. 

CLO3: Perform Macro Economic Analysis on the Global Economy and U.S. stock market including the 11 SP Sectors and determine which sectors and securities may be in favor to invest over the next 3-12 months using Bloomberg or Optuma. 

CLO4: Apply the portfolio rules to make investment decisions in each of the 11 SP Sectors using Bloomberg. 

CLO5: Interpret and Understand performance and risk measurements of portfolios and understand how to optimize the Sharpe Ratio. 

CLO6: Understand how the portfolios can improve the performance in each of the 11 SP Sectors by analyzing the themes of risk and return. 

CLO7: Understand which relative valuation models best summarize each portfolio. 

CLO8: Apply factor analysis to the portfolios and create new portfolio rules for optimal investing. 

CLO9: Create portfolios and investment decisions to participate in the 'CMT' simulated trading competition.