herbert mayo

The basic theme is making investment decisions to achieve investment goals in an efficient market context. Assets are considered from an individual perspective and how they help manage risk and achieve the investor's goals. For example, coverage will include both the features and valuation of a single bond and how a variety of bonds may be combined in a portfolio that reduces, or at least manages, risk.

DIVISION 1. THE BACK GROUND.
1. An Introduction to the Investment Planning, Financial Assets, and Efficient Markets.
2. The Securities Markets: Primary and Secondary Markets.
3. The Measurement of Risk. Test Yourself: Time Value of Money.
4. The Measurement of Return and Markets.

DIVISION 2. EQUITY INVESTMENTS.
5. Equity: Preferred and Common Stock.
6. Economic Analysis and Industry Analysis. Test Yourself: Analysis of Financial Statements.
7. Methods of Stock Valuation and Selection.
8. Technical Analysis, the Psychology of Investing, and the Implications of Efficient Markets.

DIVISION 3. DEBT SECURITIES.
9. The Variety of Corporate and Government Debt Securities.
10. Valuation of Fixed Income Securities.

DIVISION 4. DERIVATIVES.
11. Options and Their Valuation.
12. Option Strategies for Risk and Portfolio Management.
13. Futures and Convertibles.

DIVISION 5. PUTTING THE PIECES TOGETHER: PORTFOLIO MANAGEMENT.
14. Investment Companies.
15. Investment Planning and Portfolio Management.