Class Note 2_F2011(1)

Class Note 2_F2011(1) - RSM 330 Week 2 _Fall 2011 1 RSM 330...

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Unformatted text preview: RSM 330 Week 2 _Fall 2011 1 RSM 330 Investments Notes for Week 2 Investment Strategies September 22, 2011 Maureen Stapleton, CFA 1 Readings for this Week Bodie textbook, Chapter 15.5 15.7 Morningstar Style Boxes; Dogs of the DOW Using Stock Screens iShares product list ( a good resource) Assignment 1 to be posted on Friday Done in groups suggest group of 4 students (maximum is 5) Due October 6 at 4 pm in the Rotman Commerce Office Uses Rotman Portfolio Manger Finance Lab demonstration today Project Instructions are posted Your class code is RSM 330 and your password is investment Important Dates Thursday tutorials will start on Thursday, Sept. 29 6 to 7pm, in RW 110 Mid term exam - Thursday, Oct. 27 at 9am in EX 100 No make up exam! Conflicts? Email details to instructor (ie course & time) by Oct 15 Subject line of your email RSM 330 - Mid term exam conflict RSM 330 Week 2 _Fall 2011 3 For women students 3 rd & 4 th year only This event sold out in a week last year - you must register now to avoid disappointment RSM 330 Week 2 _Fall 2011 4 Women in Capital Markets (WCM) Capital Markets Overview November 10, 2011 - 5:30 pm - 7:30 pm The event features a panel discussion with four women industry professionals from leading financial institutions. Women students from all local universities are invited! Location: Rotman Atrium RSVP to eventswcm.ca . This event is also posted on the Rotman Commerce portal! RSM 330 Week 2 _Fall 2011 5 Class Note 2 5 Examples of Investment Strategies Indexing and Style Investing Dow 10 Contrarian Investing Rotman Financial Research & Trading Lab session. Bring a copy of: RPM Quick Start Guide for Students (posted) Instructions for your Project RSM 330 Week 2 _Fall 2011 6 RSM 2302_Week 2_ 2011 6 Researching a stock- check out these links Learn how to research stocks - The Globe and M Want to research indexes? - The Globe and Mail RSM 330 Week 2 _Fall 2011 7 RSM 330 Week 2 _Fall 2011 8 First, lets cover ETF notes from Week 1 ETFs are exchange-traded securities. - Many (but not all) are designed to replicate a long position in an index or sub-index . Some key advantages: Most ETFs are liquid. Investors can trade ETFs like they trade individual stocks (Buy, sell, sell short) ETFs are low cost and transparent. Some well-known ETFs that passively track an index: iShares: XIU (S&P/TSX 60 index Canadian Large Cap stocks) Spiders: SPY (S&P 500 index-US ) Cubes : QQQQ (Nasdaq 100 -US) Vipers: VTI (Wilshire 5000 index-US) ETF sponsors: e.g., Blackrock (i-Shares), Vanguard (Vipers), Horizons BetaPro, Claymore, BMO http://www.tmxmoney.com/en/sector_profiles/exchange_traded_funds/index.htm RSM 330 Week 2 _Fall 2011 9 Recent Developments in ETFs (from Week 1) Many new ETFs are not passive, index-tracking investments!passive, index-tracking investments!...
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Class Note 2_F2011(1) - RSM 330 Week 2 _Fall 2011 1 RSM 330...

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