FIN 352: Investment Management - Professor Dow
Part I – Investing Basics
The learning goals for this section are to understand the basic investing options and to be able to construct an investment portfolio using mutual funds.
|| Additional Readings
1. Understanding Investments
__ Reading: Jones, Chapter 1
__ Lecture: What do investors do?
__ Lecture: Investing as part of a personal financial plan.
__ Worksheet: Reviewing percentages
__ I have my individual assignments sheet
and stored it where I can find it.
__ I’ve registered at cobaeonline.com
and written down my password.
A personal financial plan (worksheet)
Vanguard: Principles for Investing Success
Vanguard: Research Webpage
2. Investment Alternatives
__ Reading: Jones, Chapter 2
__ Flash Cards on Quizlet ,
__ Problems: P2.1, 2.2, 2.3.
__ Assignment 1: Find information about a stock
__ Assignment 2: Find information about interest rates
3. Indirect Investing
__ Reading: Jones, Chapter 3
__ Lecture: How mutual funds work
__ Lecture: Getting information online.
__ Problems: CP3.1, 3.2, 3.4
__ Flash Cards on Quizlet,
__ Assignment 3: An actively managed stock mutual fund.
__ Assignment 4: A bond fund
Vanguard: ETFs vs Mutual Funds
4. Asset Allocation
__ Reading: The SEC's Beginner's Guide to Asset Allocation
__ Reading: My Notes on Asset Allocation
__ Reading: Jones, Chapter 8, pp. 203-213
__ Lecture: Asset Allocation
__ Assignment 5: Investing goals and risk tolerance.
__ Assignment 6: Asset allocation: The allocation.
__ Assignment 7: Asset allocation: Choosing mutual funds
| Risk tolerance quiz for assignment 5
Alternative risk tolerance quiz
Some webpages that offer simple rules about asset allocation:
"Lazy" Asset Allocation
AAII on Asset Allocation
Asset allocators (in order of increasing complexity). You will use the first one in assignment 6.
Iowa Public Employees' Retirement System
Vanguard: Constructing Diversified Portfolios
What Assets Count
AAII on Life-Cycle Funds