Investment Planning

Types and strategies of investments, theory of investing, portfolio analysis, asset allocation and portfolio diversification models, asset pricing models.

Here are the topics covered in the Investment Planning section:

  • Characteristics, uses and taxation of investment vehicles
  • Cash and equivalents
    • Certificates of deposit
    • Bank, Thrift, and Credit Union Deposit Insurance
    • Money market funds
    • Treasury bills
    • Commercial paper
    • Banker’s acceptances
    • Eurodollars
  • Individual Bonds: Characteristics, features, and risks
  • U.S. Government bonds and agency securities
    • Treasury notes and bonds
    • Treasury STRIPS
    • Treasury inflation-protection securities (TIPS)
    • Series EE, HH, and I bonds
    • Mortgage-backed securities
  • Zero-coupon bonds
  • Municipal bonds
    • General obligation municipal bonds
    • Appropriation-backed obligation municipal bonds
    • Municipal Revenue Bonds
  • Corporate bonds
    • Mortgage bonds
    • Debentures
    • Investment grade bonds
    • High-yield bonds
    • Convertible bonds
    • Callable bonds
  • Other types of bonds and notes
    • Foreign bonds
    • Promissory notes
    • Structured notes
    • Credit-linked notes
    • Agency Bonds (GNMA, etc.)
  • Individual stocks
    • Common stock
    • Preferred stock
    • Means of acquiring non-U.S. stock(s)
  • Pooled and managed investments
    • Exchange-traded funds
    • Unit investment trusts
    • Mutual funds
    • Closed-end investment companies
    • Index securities
    • Hedge funds
    • Limited partnerships (MLPs)
    • Privately managed accounts
    • Separately managed accounts
    • Guaranteed investment contracts (GICs)
  • Real Estate
    • Investor-managed real estate
    • Real estate investment trusts (REITs)
    • Real estate limited partnerships (RELPs)
    • Real estate mortgage investment conduits (REMICs)
  • Alternative investments
    • Derivatives and stock options: overview
    • Listed puts on stock
    • Listed calls on stock
    • Basic option valuation
    • Listed option strategies
    • Opening or closing put or call option positions; notice of assignment
    • Basic option taxation rules
    • VIX options and futures
    • Stock index options
    • Long-term Equity Anticipation Securities (LEAPS®)
    • Bond options
    • Currency options
    • Interest rate options
    • Options on futures
    • Futures
    • Stock warrants and stock rights
  • Tangible assets
    • Collectibles as investments
    • Natural resources
    • Precious metals
  • Private Business Investing
    • Angel investing
  • Forwards, swaps, and swaptions
    • Forwards
    • Swaps
    • Swaptions
  • Types of investment risk
    • Systematic/market/non-diversifiable risk
    • Reinvestment rate risk
    • Interest rate risk
    • Purchasing power risk
    • Exchange rate risk
    • Unsystematic/non-market/diversifiable risk
    • Business risk
    • Financial risk
    • Liquidity and marketability risk
    • Political (sovereign) risk
    • Tax risk
    • Investment manager risk
  • Quantitative investment concepts
    • Quantitative Investment and Financial Formulas
    • Distribution of returns
    • Normal distribution
    • Lognormal distribution
    • Skewness
    • Kurtosis
    • Correlation coefficient
    • Coefficient of determination (R-squared)
    • Coefficient of variation
    • Standard deviation
    • Beta
    • Covariance
    • Semivariance and Semideviation
  • Measures of investment returns
    • Simple vs. compound return
    • Rule of 72
    • Geometric average vs. arithmetic average return
    • Time-weighted vs. dollar-weighted return
    • Real (inflation-adjusted) vs. nominal return
    • Total return
    • Risk-adjusted return
    • Holding period return
    • Internal rate of return (IRR)
    • Yield-to-maturity
    • Yield-to-call
    • Current yield
    • Taxable equivalent yield (TEY)
  • Bond and stock valuation concepts
    • Bond duration and convexity
    • Capitalized earnings
    • Dividend growth models
  • Investment theory
    • Modern portfolio theory (MPT)
    • Capital market line (CML)
    • Mean-variance optimization
    • Efficient frontier
    • Security market line (SML)
    • Efficient market hypothesis (EMH)
    • Strong form
    • Semi-strong form
    • Weak form
    • Anomalies
    • Behavioral finance
  • Portfolio development and analysis
    • Fundamental analysis
    • Top-down analysis
    • Bottom-up analysis
    • Ratio analysis
      • Liquidity ratios
      • Activity ratios
      • Profitability ratios
      • Debt ratios
      • Other equity ratios
    • Technical analysis: an introduction
      • Charting
      • Sentiment indicators
      • Flow of funds indicators
      • Market structure indicators
      • Dow Theory
      • Elliott Wave Principle
    • Investment policy statements
    • Appropriate benchmarks
    • Probability analysis, including Monte Carlo
  • Tax efficiency
    • Turnover
    • Timing of capital gains and losses
    • Wash sale rule
    • Qualified dividends
    • Tax-free income
  • Performance measures
    • Sharpe ratio
    • Treynor ratio
    • Jensen’s Alpha
    • Information ratio
    • Appropriate Choice of Performance Measure
  • Investment strategies
    • Market timing
    • Passive investing (indexing)
    • Buy and hold
    • Portfolio immunization
    • Bond swaps, stock and interest rate collars
    • Dollar cost averaging
    • Dividend reinvestment plans (DRIPs)
    • Bond ladders, bullets, and barbells
    • Use of leverage (margin)
    • Short selling
    • Hedging and option strategies
  • Asset allocation and portfolio diversification
    • Strategic asset allocation
    • Application of client lifecycle analysis
    • Client risk tolerance measurement and application
    • Asset class definition and correlation
    • Portfolio rebalancing
    • Tactical asset allocation
    • Control of volatility
    • Strategies for dealing with concentrated portfolios
  • Asset pricing models
    • Capital asset pricing model (CAPM)
    • Arbitrage pricing theory (APT)
    • Black-Scholes option valuation model
    • Option price sensitivities under Black-Scholes
    • Binomial option pricing

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