HS 328 Video: Investments

HS 328 Course Introduction

2-1 Compute a holding period return, a per-period return, an arithmetic mean return, and a geometric mean return.

10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.

1-1 Explain the purpose and mechanics of the primary market.

10-3 Decide whether an ETF or an index fund is more appropriate for a client.

1-2 Describe the people associated with the secondary market.

11-4 Construct a profit function for combinations of options and stocks.

13-3 Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income.

13-2 Compute the cost basis or adjusted cost basis of an investment.

13-1 Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate.

1-3 Describe the institutions of the secondary market.

1-4 Describe the costs of trading, types of transactions, and types of orders an investor can use, and indicate when it is most appropriate to use which type of order.

4-1 Compute a time-weighted rate of return.

13-6 Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield.

5-4 Define the common sentiment, flow-of-funds, and market structure indicators, and indicate which are bullish, which are bearish, and why.

5-3 Define an anomaly and identify various anomalies that have been tested.

13-4 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing.

5-5 Describe how bar and point-and-figure charts are constructed, and how one interprets a chart pattern, such as a head-and-shoulders formation.

4-3 Compute a PPR when there are interim cash flows and convert a sequence of monthly or quarterly rates of return to an annual rate of return.

8-5 Describe the general characteristics of corporate bonds.