- Fees: $200
- CPD: 2 Hours
- Subject: Investment
- Language: English
- Difficulty: Intermediate
- Platform: Zoom / E-Learning
Course description
This course provides the student with the knowledge, confidence, and strategies necessary to apply modern portfolio concepts and manage your own portfolio.
What you'll learn
- Explain how to use an asset allocation scheme to construct a portfolio consistent with investor objectives.
- Discuss the data and indexes needed to measure and compare investment performance.
- Understand the techniques used to measure income, capital gains, and total portfolio return.
- Use the Sharpe, Treynor, and Jensen measures to compare a portfolio’s return with a risk-adjusted, market-adjusted rate of return and discuss portfolio revision.
- Describe the role and logic of dollar-cost averaging, constant-dollar plans, constant-ratio plans, and variable-ratio plans.
- Explain the role of limit and stop-loss orders in investment timing, warehousing liquidity, and timing investment sales.
