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ECO8265

Course
ECO8265
Course Title
Investing 102: Turning Your Retirement Nest Egg into a Monthly Income

Description

Over the past five to 10 years, stocks, mutual funds and 401(k) investments have not led to the financial freedom so many seek.Discover the answers to questions about achieving financial independence by investing in other areas, besides these traditional investments. Understand the alternative investments that are available and how they might provide financial solutions without the roller coaster ride of the stock market and the low interest rates of traditional bank deposits.

Objectives

Students will learn about various non-traditional investing methods.

Content

  1. Options
    • Options: what are they - puts and calls, expiration, when to buy, when to sell
    • Understanding options terminology
    • Options as a way to protect your downside
    • Options as a way to generate income
  2. Alternative Investments
    • What are alternative investments? What makes them "alternative"?
    • Who can invest in alternative investments
    • What are the more mainstream "alternative investments" available?
      • Hedge-funds
        • Fees & expenses
        • Risks & rewards
      • Commodities & Futures
        • Types of commodities
        • Fees & expenses
        • Risks & rewards
    • Private Equity: what is it?
    • What are the different types of private equity
      • Fees & expenses
      • Risks & rewards
    • Real Estate Partnerships: what are they?
    • What are the different types of real estate partnerships?
      • Fees & expenses
      • Risks & rewards
  3. Asset Allocation
    • What are the different asset categories
    • What is correlation with regards to asset allocation?
      • Positive Correlation
      • Negative Correlation
    • What is a strategic allocation?
    • What is a tactical allocation?
    • Identifying whether or not a portfolio is correctly allocated.
    • Performance of asset classes.
    • Modern Portfolio Theory.

 

Prerequisites

None

Method of Instruction

Lecture, Discussion

Evaluation

None