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BUS 5448 Portfolio Analysis

Course Description

Focuses on understanding the theory and practice of combining financial assets into portfolios. Examines the importance of sector selection in asset allocation. Investigates the diversification of portfolios.

Course Objectives

  • Evaluate the investment setting and asset allocation decision
  • Identify global investment possibilities
  • Analyze security indexes, functioning of markets, and efficient capital markets
  • Describe portfolio management, asset pricing models, and multifactor models
  • Explore macroanalysis of the stock market
  • Perform industry and company analysis
  • Compare technical analysis and equity and bond portfolio strategies
  • Examine professional money management and evaluation of portfolio performance
  • Research and analyze learning applied to the portfolio management project

Week 1

Lecture: Course Introduction


  • Discuss multifactor risk/return models
  • Evaluate stock markets using macroanalysis and microvaluation
  • Identify techniques of industry analysis and company analysis
  • Examine technical analysis techniques, their advantages and disadvantages and also look at bond portfolio management strategies


Week 2

Lecture: Market Transactions
  • Discuss investment and portfolio diversification
  • Explore examples of margin transactions
  • Analyze short sale transactions and their role in portfolio investments


Week 3

Lecture: Market Efficiency


  • Discuss security market indexes and the notion of efficient markets
  • Use security market indexes to keep track of what is happening in security markets
  • Explore why the Dow Jones Industrial Average is the most well-known and watched proxy of them all          

Week 4

Lecture: Portfolio and Capital Market Theory


  • Analyze the portfolio theory
  • Discuss the capital market theory
  • Identify asset pricing model


Week 5

Lecture: Arbitrage Pricing Theory


  • Discuss arbitrage pricing theory
  • Compare the macro-analysis and micro-valuation of the stock market


Week 6

Lecture: Business and Life Cycles


  • Identify industry analysis
  • Examine firm analysis
  • Analyze stock valuation


Week 7

Lecture: Technical Analysis


  • Discuss technical analysis
  • Analyze bond portfolio management strategies


Week 8

Lecture: Portfolio Performance Measures


  • Identify four major portfolio performance measures that combine risk and return performance in their evaluation


The course description, objectives and learning outcomes are subject to change without notice based on enhancements made to the course. October 2013