Portfolio Management

Textbook
Required: Investments by Bodie, Kane, and Marcus
Required: Standards of Practice Handbook 11E by CFA Institute
Assessment
- Macroeconomic and Industry Analysis
- Equity Valuations and Presentations
- Portfolio Optimization
- Risk Parity Portfolio
- Factor Model
- Style Analysis
- Brinson Attribution
- Ethics Exam
- Final Exam
Resources
- Annual Reports: 2019 | 2018 | 2017 | 2016
- Holdings and Daily Performance
- The S&P 500 Index
Market Sectors
- Information Technology:
- Communication Services
- Consumer Discretionary and Consumer Staples:
- Healthcare:
- Industrials:
- Financials:
- REITs
- Residential: Zillow
- Commercial
- Energy:
- Utilities
- Materials