Investment Portfolio Management

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Dear all, I attached below the presentation with example about investment policy statement for Mr. Franklin. I uploaded also some charts we have discussed during the classes. We have also discussed the basics of technical and fundamental analyses. You can read more about it, for example, on Investopedia (it’s a nice webpage to start reading about many financial terms): https://www.investopedia.com/ask/answers/difference-between-fundamental-…
Finally, we have started studying a discounted cash flow model. Khan Academy made some videos about this topic: https://www.youtube.com/watch?v=6WCfVjUTTEY.
All the best –
AS
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Classes about investments were illustrated by graphs uploaded below.
We have covered so far: personal finance (boosting income vs. cut expenses, lifestyle inflation, savings, retirement, FIRE movement), diversification, risk and return tradeoff, Sharpe ratio (adjusting returns for risk), asset allocations. If you can read more about investment issues we covered, you can read chapters 1, 2, and 7 of Reilly & Brown’s book.
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The tutorials about personal finance were based on these materials:
https://www.mrmoneymustache.com/2012/01/13/the-shockingly-simple-math-be…
https://affordanything.com/mini-retirements-semi-retirement-early-retire…
https://networthify.com/calculator/earlyretirement?income=70000&initialB…
https://affordanything.com/anti-budget-or-80-20-budge/
https://affordanything.com/take-the-one-percent-challenge/
https://en.wikipedia.org/wiki/Wheat_and_chessboard_problem
https://playingwithfire.co/the-documentary/
Book „Latte Factor”: https://www.goodreads.com/book/show/42672465-the-latte-factor
Chapter 3 „Tap the Power of Profit” of e-book „A Brief Guide to Financial Freedom” attached below.
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Office hours: Wednesday, 13:00-14:30, 320, building A.
Contact: arkadiusz.sieron@uwr.edu.pl;
Literature:
1. J.P. Morgan, A Portfolio Approach to Impact Investment
2. Kristina Levišauskait, Investment Analysis and Portfolio Management
3. John L. Maginn, Donald L. Tuttle, Dennis W. McLeavey, Jerald E. Pinto, Managing Investment Portfolios. A Dynamic Process, 2007, John Wiley and Sons, CFA Institute.
4. Edwin J. Elton, Martin J. Gruber, Stephen J. Brown, William N. Goetzmann, Modern Portfolio Theory and Investment Analysis, 2017, John Wiley & Sons, 9th edition.
Passing requirements: written exam, some puzzles (related to asset valuation, diversification, portfels construction and management) to solve, taken on November 17, 2021.