FIN-3300-Outline-Winter-2011(1)

FIN-3300-Outline-Winter-2011(1) - FIN 3300 INVESTMENTS...

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1 FIN 3300 INVESTMENTS Winter 2011 (1) Introduction (2) Investment Principles: Strategies and Tactics (3) Investment Process (4) Taxes and Investments (5) Homework for September 15, Spreadsheet 21.4 (page 677) Income Growth: 4% Inflation: 3% Exemption: $9,350 (Personal Exemption $3,650 + Standard Deduction: $5,700) Savings Rate: 8% Annual Rate of Return: 7.5% Note: All other assumptions remain same January 3
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2 FIN 3300 INVESTMENTS Winter 2011 (7) Review Homework (8) Taxes and Investments (Continued) (9) Money Markets/Yield Curve (10) Market Indices (11) Options (12) Options (Continued) (13) Review Homework: Page 49 Problems #13, 14 (14) Buying on Margin: Chapter 3 Spreadsheet “Buying on Margin” (15) Short Sales: Chapter 3 Spreadsheet “Short Sales” (16) Introduction to Mutual Funds (17) Mutual Funds: The Track Record (18) Introduction to Exchange Traded Funds (ETFs) January 5 January 10
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3 FIN 3300 INVESTMENTS Winter 2011 (19) Review Homework: Page 79 Problems #16, 17
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This note was uploaded on 04/19/2011 for the course FIN 3300 taught by Professor Sherbo during the Spring '11 term at Denver.

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FIN-3300-Outline-Winter-2011(1) - FIN 3300 INVESTMENTS...

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