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.
Checklist | Additional Readings |
1. Understanding Investments __ Reading: Jones, Chapter 1 |
A personal financial plan (worksheet) |
2. Investment Alternatives __ Reading: Jones, Chapter 2 |
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3. Indirect Investing __ Reading: Jones, Chapter 3 |
Vanguard: ETFs vs Mutual Funds
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4. Asset Allocation __ Reading: The SEC's Beginner's Guide to Asset Allocation |
Risk tolerance quiz Alternative risk tolerance quiz Some webpages that offer simple rules about asset allocation: Asset allocators (in order of increasing complexity). CNN/Money
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