BBUS 3150: Investments I

This class was created by Brainscape user Danilo Carvajal. Visit their profile to learn more about the creator.

Decks in this class (7)

Chapter 1: A brief history history of risk and return
LO1. How to calculate the return on an investment using different methods. LO2. The historical returns on various important types of investments. LO3. The historical risks on various important types of investments. LO4. The relationship between risk and return.
12  cards
Chapter 2: Diversification and risky asset allocation
LO1. How to calculate expected returns and variances for a security. LO2. How to calculate expected returns and variances for a portfolio. LO3. The importance of portfolio diversification. LO4. The efficient frontier and the importance of asset allocation.
8  cards
Chapter 3: The Investment Process
L01. The importance of an investment policy statement. L02. The various types of securities brokers and brokerage accounts. L03. How to calculate initial and maintenance margin. L04. The workings of short sales.
7  cards
Chapter 4: Overview of security types
L01. Various types of interest bearing assets. L02. Equity securities. L03. Future contracts. L04. Option contracts.
10  cards
Chapter 5: Mutual funds
L01. The different types of mutual funds. L02. How mutual funds operate. L03. How to find information about how mutual funds have performed. L04. The workings of Exchange-Traded Funds (ETFs) and hedge funds. L05. The workings of Registered Retirement Plans. L06. The workings of Income Trusts.
6  cards
Chapter 6: The Stock Market
L01. The differences between private and public equity and primary and secondary stock markets. L02. The workings of the New York Stock Exchange. L03. The workings of the Toronto Stock Exchange. L04. How to calculate index returns.
4  cards
Chapter 7: Common Stock Valuation
L01. The basic dividend discount model. L02. The 2 stage dividend growth model. L03. The residual income and free cash flow models. L04. Price Ratio Analysis.
3  cards

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BBUS 3150: Investments I

  • Class purpose General learning

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