# HS 328 Video: Investments

## By American College

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Name | Beschreibung | Erschienen | Preis | ||
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1 | CleanVideoHS 328 Course Introduction | HS 328 Course Introduction | 23.2.2011 | Gratis | In iTunes ansehen |

2 | CleanVideo1-1 Explain the purpose and mechanics of the primary market. | Explain the purpose and mechanics of the primary market. | 14.1.2011 | Gratis | In iTunes ansehen |

3 | CleanVideo1-2 Describe the people associated with the secondary market. | Describe the people associated with the secondary market. | 14.1.2011 | Gratis | In iTunes ansehen |

4 | CleanVideo1-3 Describe the institutions of the secondary market. | Describe the institutions of the secondary market. | 14.1.2011 | Gratis | In iTunes ansehen |

5 | CleanVideo1-4 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. | 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. | 14.1.2011 | Gratis | In iTunes ansehen |

6 | CleanVideo1-5 Describe the mechanics and the risk exposures associated with selling short, and the mechanics of large secondary market trades. | Describe the mechanics and the risk exposures associated with selling short, and the mechanics of large secondary market trades. | 14.1.2011 | Gratis | In iTunes ansehen |

7 | CleanVideo1-6 Identify the important features of each of the major security laws as they affect investors. | Identify the important features of each of the major security laws as they affect investors. | 21.10.2013 | Gratis | In iTunes ansehen |

8 | CleanVideo1-7 Decide whether to own a security in street name or to order it out, evaluate which type of account is appropriate, and measure thevolume of trading activity in an account. | Decide whether to own a security in street name or to order it out, evaluate which type of account is appropriate, and measure the volume of trading activity in an account. | 14.1.2011 | Gratis | In iTunes ansehen |

9 | CleanVideo2-1 Compute a holding period return, a per-period return, an arithmetic mean return, and a geometric mean return. | Compute a holding period return, a per-period return, an arithmetic mean return, and a geometric mean return. | 21.1.2011 | Gratis | In iTunes ansehen |

10 | CleanVideo2-2 Compute an expected rate of return and an effective annual rate of return. | Compute an expected rate of return and an effective annual rate of return. | 21.1.2011 | Gratis | In iTunes ansehen |

11 | CleanVideo2-3 Describe the sources of risk and the most common methods of dealing with each source. | Describe the sources of risk and the most common methods of dealing with each source. | 21.1.2011 | Gratis | In iTunes ansehen |

12 | CleanVideo2-4 Describe various measures of risk, and compute the variance and standard deviation for a set of ex post returns | Describe various measures of risk, and compute the variance and standard deviation for a set of ex post returns | 21.1.2011 | Gratis | In iTunes ansehen |

13 | CleanVideo2-5 Describe what is meant by a normal, a lognormal, and a skewed distribution, and identify the forms of kurtosis. | Describe what is meant by a normal, a lognormal, and a skewed distribution, and identify the forms of kurtosis. | 21.1.2011 | Gratis | In iTunes ansehen |

14 | CleanVideo2-6 Explain how a Monte Carlo simulation is performed, and understand its implications in considering an investment strategy. | Explain how a Monte Carlo simulation is performed, and understand its implications in considering an investment strategy. | 21.1.2011 | Gratis | In iTunes ansehen |

15 | CleanVideo2-7 Compute the buying power of a margin account, its equity value, the value at which a margin call will be made | Compute the buying power of a margin account, its equity value, the value at which a margin call will be made, the amount of cash that must be added when a margin call is made, and the amount of additional cash that can be withdrawn from a margin account. | 21.1.2011 | Gratis | In iTunes ansehen |

16 | CleanVideo3-1 Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio. | Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio. | 17.10.2013 | Gratis | In iTunes ansehen |

17 | CleanVideo3-2 Describe how the optimal portfolio for an investor is the tangency between the efficient frontier and the highest possible indifference curve. | Describe how the optimal portfolio for an investor is the tangency between the efficient frontier and the highest possible indifference curve. | 21.1.2011 | Gratis | In iTunes ansehen |

18 | CleanVideo3-3 Show why an investor would prefer as low a correlation coefficient as possible for a two-security portfolio. | Show why an investor would prefer as low a correlation coefficient as possible for a two-security portfolio. | 21.1.2011 | Gratis | In iTunes ansehen |

19 | CleanVideo3-4 Explain why the fact that the "new" efficient frontier as defined by the capital market line (CML) dominates the "old" efficient frontier produced by N risky assets alters one's perception of the appropriate portfolio for an investor to hold. | Explain why the fact that the "new" efficient frontier as defined by the capital market line (CML) dominates the "old" efficient frontier produced by N risky assets alters one's perception of the appropriate portfolio for an investor to hold. | 21.1.2011 | Gratis | In iTunes ansehen |

20 | CleanVideo3-5 Explain the roles of beta and the coefficient of determination in defining the risk of a particular security as part of the capital asset pricing model (CAPM). | Explain the roles of beta and the coefficient of determination in defining the risk of a particular security as part of the capital asset pricing model (CAPM). | 21.1.2011 | Gratis | In iTunes ansehen |

21 | CleanVideo3-6 Describe a multifactor model. | Describe a multifactor model. | 10.7.2013 | Gratis | In iTunes ansehen |

22 | CleanVideo3-7 Describe why an understanding of modern portfolio theory (MPT) and its legal implications for a practitioner are important for today's financial planner. | Describe why an understanding of modern portfolio theory (MPT) and its legal implications for a practitioner are important for today's financial planner. | 21.1.2011 | Gratis | In iTunes ansehen |

23 | CleanVideo4-1 Compute a time-weighted rate of return. | Compute a time-weighted rate of return. | 14.1.2011 | Gratis | In iTunes ansehen |

24 | CleanVideo4-2 Compute a dollar-weighted rate of return. | -- | 29.7.2011 | Gratis | In iTunes ansehen |

25 | CleanVideo4-3 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. | 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. | 14.1.2011 | Gratis | In iTunes ansehen |

26 | CleanVideo4-4 Describe some of the more commonly used indices and their deficiencies. | Describe some of the more commonly used indices and their deficiencies. | 14.1.2011 | Gratis | In iTunes ansehen |

27 | CleanVideo4-5 Identify an appropriate benchmark portfolio. | Identify an appropriate benchmark portfolio. | 14.1.2011 | Gratis | In iTunes ansehen |

28 | CleanVideo4-6 Compute the Sharpe ratio to evaluate portfolio performance. | Compute the Sharpe ratio to evaluate portfolio performance. | 14.1.2011 | Gratis | In iTunes ansehen |

29 | CleanVideo4-7 Compute the Treynor ratio to evaluate portfolio performance. | Compute the Treynor ratio to evaluate portfolio performance. | 14.1.2011 | Gratis | In iTunes ansehen |

30 | CleanVideo4-8 Compute Jensen's alpha and the Information Ratio to evaluate portfolio performance. | Compute Jensen's alpha and the Information Ratio to evaluate portfolio performance. | 14.1.2011 | Gratis | In iTunes ansehen |

31 | CleanVideo5-1 Explain the three forms of the efficient market hypothesis (EMH). | Explain the three forms of the efficient market hypothesis (EMH). | 14.1.2011 | Gratis | In iTunes ansehen |

32 | CleanVideo5-2 Describe serial correlation tests and filter rule tests, and indicate their significance. | Describe serial correlation tests and filter rule tests, and indicate their significance. | 14.1.2011 | Gratis | In iTunes ansehen |

33 | CleanVideo5-3 Define an anomaly and identify various anomalies that have been tested. | Define an anomaly and identify various anomalies that have been tested. | 14.1.2011 | Gratis | In iTunes ansehen |

34 | CleanVideo5-4 Define the common sentiment, flow-of-funds, and market structure indicators, and indicate which are bullish, which are bearish, and why. | Define the common sentiment, flow-of-funds, and market structure indicators, and indicate which are bullish, which are bearish, and why. | 14.1.2011 | Gratis | In iTunes ansehen |

35 | CleanVideo5-5 Describe how bar and point-and-figure charts are constructed, and how one interprets a chart pattern, such as a head-and-shoulders formation. | Describe how bar and point-and-figure charts are constructed, and how one interprets a chart pattern, such as a head-and-shoulders formation. | 14.1.2011 | Gratis | In iTunes ansehen |

36 | CleanVideo6-1 Describe the basic features of common stock. | Describe the basic features of common stock. | 14.1.2011 | Gratis | In iTunes ansehen |

37 | CleanVideo6-2 Value common stock using the constant-growth model. | Value common stock using the constant-growth model. | 14.1.2011 | Gratis | In iTunes ansehen |

38 | CleanVideo6-3 Describe the different market-price-based ratios for judging a stock's price. | Describe the different market-price-based ratios for judging a stock's price. | 14.1.2011 | Gratis | In iTunes ansehen |

39 | CleanVideo6-4 Distinguish between growth and value stocks and their role in portfolio management. | Distinguish between growth and value stocks and their role in portfolio management. | 14.1.2011 | Gratis | In iTunes ansehen |

40 | CleanVideo6-5 Describe the mechanics of dividend payments. | Describe the mechanics of dividend payments. | 14.1.2011 | Gratis | In iTunes ansehen |

41 | CleanVideo6-6 Describe the key characteristics of other equity instruments, including ADRs and preferred stock. | Describe the key characteristics of other equity instruments, including ADRs and preferred stock. | 14.1.2011 | Gratis | In iTunes ansehen |

42 | CleanVideo6-7 Describe the key characteristics of rights, warrants, and limited partnerships. | Describe the key characteristics of rights, warrants, and limited partnerships. | 14.1.2011 | Gratis | In iTunes ansehen |

43 | CleanVideo6-8 Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments. | Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments. | 14.1.2011 | Gratis | In iTunes ansehen |

44 | CleanVideo7-1 Describe a business cycle, and explain what is meant by leading, coincident, and lagging indicators. | Describe a business cycle, and explain what is meant by leading, coincident, and lagging indicators. | 21.1.2011 | Gratis | In iTunes ansehen |

45 | CleanVideo7-2 Describe the tools of fiscal policy and how they work. | Describe the tools of fiscal policy and how they work. | 21.1.2011 | Gratis | In iTunes ansehen |

46 | CleanVideo7-3 Describe the tools of monetary policy and how they work. | Describe the tools of monetary policy and how they work. | 21.1.2011 | Gratis | In iTunes ansehen |

47 | CleanVideo7-4 Describe the goals and the problems in implementing fiscal and monetary policy. | Describe the goals and the problems in implementing fiscal and monetary policy. | 21.1.2011 | Gratis | In iTunes ansehen |

48 | CleanVideo7-5 Describe the life-cycle of an industry. | Describe the life-cycle of an industry. | 21.1.2011 | Gratis | In iTunes ansehen |

49 | CleanVideo7-6 Interpret a balance sheet, an income statement, and a statement of cash flows. | Interpret a balance sheet, an income statement, and a statement of cash flows. | 21.1.2011 | Gratis | In iTunes ansehen |

50 | CleanVideo7-7 Analyze a company with respect to its liquidity, use of financial leverage, and profitability. | Analyze a company with respect to its liquidity, use of financial leverage, and profitability. | 21.1.2011 | Gratis | In iTunes ansehen |

51 | CleanVideo7-8 Analyze a company with respect to its activity and other ratios, including the use of a Du Pont analysis. | Analyze a company with respect to its activity and other ratios, including the use of a Du Pont analysis. | 21.1.2011 | Gratis | In iTunes ansehen |

52 | CleanVideo8-1 Describe the key nonmarketable instruments available to a client. | Describe the key nonmarketable instruments available to a client. | 21.1.2011 | Gratis | In iTunes ansehen |

53 | CleanVideo8-2 Explain what is meant by the money market and describe the key money market instruments. | Explain what is meant by the money market and describe the key money market instruments. | 21.1.2011 | Gratis | In iTunes ansehen |

54 | CleanVideo8-3 Describe the various securities and interest rates related to the money market. | Describe the various securities and interest rates related to the money market. | 21.1.2011 | Gratis | In iTunes ansehen |

55 | CleanVideo8-4 Describe the general characteristics of government and government-related bonds. | Describe the general characteristics of government and government-related bonds. | 21.1.2011 | Gratis | In iTunes ansehen |

56 | CleanVideo8-5 Describe the general characteristics of corporate bonds. | Describe the general characteristics of corporate bonds. | 21.1.2011 | Gratis | In iTunes ansehen |

57 | CleanVideo8-6 Explain the process of corporate bankruptcy. | Explain the process of corporate bankruptcy. | 21.1.2011 | Gratis | In iTunes ansehen |

58 | CleanVideo8-7 Describe the different features of mortgage-backed securities. | Describe the different features of mortgage-backed securities. | 21.1.2011 | Gratis | In iTunes ansehen |

59 | CleanVideo8-8 Discuss other types of debt instruments, including international bonds, private placements, promissory notes, and insurance-based contracts. | Discuss other types of debt instruments, including international bonds, private placements, promissory notes, and insurance-based contracts. | 21.1.2011 | Gratis | In iTunes ansehen |

60 | CleanVideo9-1 Compute the price of a bond, given the discount rate, and the yield to maturity, given the price. | Compute the price of a bond, given the discount rate, and the yield to maturity, given the price. | 17.1.2011 | Gratis | In iTunes ansehen |

61 | CleanVideo9-2 Compute the current yield, the realized compound yield to maturity, the yield to call, and the realized rate of return for a bond. | Compute the current yield, the realized compound yield to maturity, the yield to call, and the realized rate of return for a bond. | 17.1.2011 | Gratis | In iTunes ansehen |

62 | CleanVideo9-3 Identify the factors that influence the price volatility of a bond. | Identify the factors that influence the price volatility of a bond. | 17.1.2011 | Gratis | In iTunes ansehen |

63 | CleanVideo9-5 Explain how to use the duration statistic as an index number, to estimate bond price changes, and as a tool for immunizing a portfolio. | Explain how to use the duration statistic as an index number, to estimate bond price changes, and as a tool for immunizing a portfolio. | 17.1.2011 | Gratis | In iTunes ansehen |

64 | CleanVideo9-6 Discuss bond swaps, ladders, bullets, and barbells as strategies for managing a bond portfolio. | Discuss bond swaps, ladders, bullets, and barbells as strategies for managing a bond portfolio. | 17.1.2011 | Gratis | In iTunes ansehen |

65 | CleanVideo9-7 Describe the term structure of interest rates, and explain the investment implications of the term structure. | Describe the term structure of interest rates, and explain the investment implications of the term structure. | 8.6.2012 | Gratis | In iTunes ansehen |

66 | CleanVideo9-8 Describe several factors that affect bond prices and yields. | Describe several factors that affect bond prices and yields. | 17.1.2011 | Gratis | In iTunes ansehen |

67 | CleanVideo10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages. | Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages. | 21.1.2011 | Gratis | In iTunes ansehen |

68 | CleanVideo10-2 Describe how closed-end funds work. | Describe how closed-end funds work. | 21.1.2011 | Gratis | In iTunes ansehen |

69 | CleanVideo10-4 Describe the differences between REITs, RELPs, and REMICs. | Decide whether an ETF or an index fund is more appropriate for a client. | 21.1.2011 | Gratis | In iTunes ansehen |

70 | CleanVideo10-5 Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account. | Describe the differences between REITs, RELPs, and REMICs. | 21.1.2011 | Gratis | In iTunes ansehen |

71 | CleanVideo10-3 Decide whether an ETF or an index fund is more appropriate for a client. | Decide whether an ETF or an index fund is more appropriate for a client. | 21.1.2011 | Gratis | In iTunes ansehen |

72 | CleanVideo10-6 Identify the important characteristics to consider in selecting an appropriate mutual fund for a client. | Identify the important characteristics to consider in selecting an appropriate mutual fund for a client. | 21.1.2011 | Gratis | In iTunes ansehen |

73 | CleanVideo10-7 Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio. | Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio. | 21.1.2011 | Gratis | In iTunes ansehen |

74 | CleanVideo11-1 Be conversant in the basic option terminology and the mechanics of the options markets. | Be conversant in the basic option terminology and the mechanics of the options markets. | 17.1.2011 | Gratis | In iTunes ansehen |

75 | CleanVideo11-2 Describe the two reasons options have value, and compute the value for each reason. | Describe the two reasons options have value, and compute the value for each reason. | 17.1.2011 | Gratis | In iTunes ansehen |

76 | CleanVideo11-3 Construct a profit function for a person long or short a put or call option. | Construct a profit function for a person long or short a put or call option. | 17.1.2011 | Gratis | In iTunes ansehen |

77 | CleanVideo11-4 Construct a profit function for combinations of options and stocks. | Construct a profit function for combinations of options and stocks. | 22.1.2011 | Gratis | In iTunes ansehen |

78 | CleanVideo11-5 Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option. | Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option. | 17.1.2011 | Gratis | In iTunes ansehen |

79 | CleanVideo11-6 Describe how stock index options, interest rate options, and LEAPS® differ from listed puts and calls on common stock. | Describe how stock index options, interest rate options, and LEAPS® differ from listed puts and calls on common stock. | 17.1.2011 | Gratis | In iTunes ansehen |

80 | CleanVideo11-7 Explain the advantages and disadvantages of convertibles and compute conversion values and conversion premiums. | Explain the advantages and disadvantages of convertibles and compute conversion values and conversion premiums. | 17.1.2011 | Gratis | In iTunes ansehen |

81 | CleanVideo12-1 Describe the characteristics of the spot market, forward contracts, and futures contracts. | Describe the characteristics of the spot market, forward contracts, and futures contracts. | 17.1.2011 | Gratis | In iTunes ansehen |

82 | CleanVideo12-2 Describe the institutional framework for trading futures contracts. | Describe the institutional framework for trading futures contracts. | 17.1.2011 | Gratis | In iTunes ansehen |

83 | CleanVideo12-3 Describe the general characteristics of futures contracts. | Describe the general characteristics of futures contracts. | 17.1.2011 | Gratis | In iTunes ansehen |

84 | CleanVideo12-4 Apply trading strategies using futures contracts, especially with regard to the creation of basis risk. | Apply trading strategies using futures contracts, especially with regard to the creation of basis risk. | 17.1.2011 | Gratis | In iTunes ansehen |

85 | CleanVideo12-5 Utilize a financial futures contract to hedge market or interest rate risks. | Utilize a financial futures contract to hedge market or interest rate risks. | 17.1.2011 | Gratis | In iTunes ansehen |

86 | CleanVideo13-1 Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate. | Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate. | 22.1.2011 | Gratis | In iTunes ansehen |

87 | CleanVideo13-2 Compute the cost basis or adjusted cost basis of an investment. | Compute the cost basis or adjusted cost basis of an investment. | 22.1.2011 | Gratis | In iTunes ansehen |

88 | CleanVideo13-3 Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income. | Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income. | 22.1.2011 | Gratis | In iTunes ansehen |

89 | CleanVideo13-4 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing. | Discuss the pros and cons of tax-loss harvesting and tax-efficient investing. | 22.1.2011 | Gratis | In iTunes ansehen |

90 | CleanVideo13-5 Avoid subjecting a client to violations of the wash-sale rule for various types of investments. | Avoid subjecting a client to violations of the wash-sale rule for various types of investments. | 22.1.2011 | Gratis | In iTunes ansehen |

91 | CleanVideo13-6 Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield. | Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield. | 22.1.2011 | Gratis | In iTunes ansehen |

92 | CleanVideo13-7 Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts. | Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts. | 22.1.2011 | Gratis | In iTunes ansehen |

93 | CleanVideo13-8 Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA. | Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA. | 22.1.2011 | Gratis | In iTunes ansehen |

94 | CleanVideo14-1 Describe the nine-step investment process and identify the six common components of an investment policy statement. | Describe the nine-step investment process and identify the six common components of an investment policy statement. | 17.1.2011 | Gratis | In iTunes ansehen |

95 | CleanVideo14-2 Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio. | Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio. | 17.1.2011 | Gratis | In iTunes ansehen |

96 | CleanVideo14-3 Explain the key issues associated with portfolio rebalancing. | Explain the key issues associated with portfolio rebalancing. | 17.1.2011 | Gratis | In iTunes ansehen |

97 | CleanVideo14-4 Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios. | Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios. | 17.1.2011 | Gratis | In iTunes ansehen |

98 | CleanVideo14-5 Demonstrate how dollar-cost averaging plans work and describe examples of these plans. | Demonstrate how dollar-cost averaging plans work and describe examples of these plans. | 17.1.2011 | Gratis | In iTunes ansehen |

99 | CleanVideo14-6 Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner. | Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner. | 17.1.2011 | Gratis | In iTunes ansehen |

100 | CleanVideo14-7 Describe strategies for selling the client on a plan. | Describe strategies for selling the client on a plan. | 17.1.2011 | Gratis | In iTunes ansehen |

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