HS 328 Audio: Investments

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.

10-7 Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio.

Jan 21st, 2011 1m 41s

Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio.

10-2 Describe how closed-end funds work.

Jan 21st, 2011 5m 4s

Describe how closed-end funds work.

10-6 Identify the important characteristics to consider in selecting an appropriate mutual fund for a client.

Jan 21st, 2011 6m 28s

Identify the important characteristics to consider in selecting an appropriate mutual fund for a client.

10-5 Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account.

Jan 21st, 2011 4m 54s

Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account.

10-4 Describe the differences between REITs, RELPs, and REMICs.

Jan 21st, 2011 4m 51s

Describe the differences between REITs, RELPs, and REMICs.

10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.

Jan 21st, 2011 17m 46s

Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.

10-3 Decide whether an ETF or an index fund is more appropriate for a client.

Jan 21st, 2011 3m 18s

Decide whether an ETF or an index fund is more appropriate for a client.

6-8 Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments.

Jan 21st, 2011 8m 46s

Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments.

6-4 Distinguish between growth and value stocks and their role in portfolio management.

Jan 21st, 2011 4m 41s

Distinguish between growth and value stocks and their role in portfolio management.

6-5 Describe the mechanics of dividend payments.

Jan 21st, 2011 6m 24s

Describe the mechanics of dividend payments.

6-6 Describe the key characteristics of other equity instruments, including ADRs and preferred stock.

Jan 21st, 2011 8m 1s

Describe the key characteristics of other equity instruments, including ADRs and preferred stock.

6-1 Describe the basic features of common stock.

Jan 21st, 2011 5m 7s

Describe the basic features of common stock.

6-2 Value common stock using the constant-growth model.

Jan 21st, 2011 17m 50s

Value common stock using the constant-growth model.

6-3 Describe the different market-price-based ratios for judging a stock's price.

Jan 21st, 2011 6m 8s

Describe the different market-price-based ratios for judging a stock's price.

6-7 Describe the key characteristics of rights, warrants, and limited partnerships.

Jan 21st, 2011 2m 23s

Describe the key characteristics of rights, warrants, and limited partnerships.

14-3 Explain the key issues associated with portfolio rebalancing.

Jan 20th, 2011 3m 46s

Explain the key issues associated with portfolio rebalancing.

14-7 Describe strategies for selling the client on a plan.

Jan 20th, 2011 3m 53s

Describe strategies for selling the client on a plan.

14-2 Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio.

Jan 20th, 2011 7m 30s

Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio.

14-1 Describe the nine-step investment process and identify the six common components of an investment policy statement.

Jan 20th, 2011 5m 27s

Describe the nine-step investment process and identify the six common components of an investment policy statement.

14-4 Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios.

Jan 20th, 2011 10m 1s

Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios.