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Capstone: Build a Winning Investment Portfolio

Approx. 10 hours to complete

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Course Summary

Learn how to manage investment portfolios with this capstone course. You’ll be able to apply the concepts of investment portfolio management to create a portfolio that maximizes returns while minimizing risk.

Key Learning Points

Learn how to analyze and evaluate investment opportunities
Understand the principles of asset allocation and diversification
Create an investment portfolio that aligns with your investment goals

Learning Outcomes

Ability to create and manage investment portfolios
Understanding of investment analysis and evaluation
Ability to apply principles of asset allocation and diversification

Prerequisites or good to have knowledge before taking this course

Basic knowledge of finance and investments
Familiarity with financial terminology

Course Difficulty Level

Advanced

Course Format

Online Self-paced
Interactive
Project-based

Similar Courses

Financial Markets
Investment Strategies and Portfolio Analysis
Financial Engineering and Risk Management

Related Education Paths

Related Books

Description

Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences:

• Developing and managing your own simulated investment portfolio, resulting in a peer-graded report covering portfolio strategy, analysis, and performance • Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients • Using the sophisticated web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, Fama-French factor models, and many more Your capstone experiences are directly applicable to managing real world investment portfolios and the final report can be shared with family, friends, and potential or current employers. By the end of the capstone project, you will have incorporated concepts from all four courses, including: • Analyzing multiple asset classes • Asset allocation and risk management • Current market trends • Behavioral finance • Investment styles and strategies • Financial market innovation • Investment performance evaluation

Outline

Developing Asset Allocation Strategies
Meet the Professor
Welcome and introduction to the Capstone
Welcome and introduction to Module 1
Using Portfolio Visualizer – Historical Efficient Frontier
Using Portfolio Visualizer – Mean Variance Optimization
Overview of the Simulated Investment Management System (SIMS)
SIMS Usage – Module #1
Exchange Traded Funds (ETFs)
Capstone Syllabus
Pre-Course Survey
Portfolio Visualizer Website
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #1
Simulated Portfolio Management System (SIMS)
Copying and Pasting Graphics into Excel
CFAI Investment Policy
Module #1 Self-Assessment of Understanding

Developing a Macro View / Tactical Portfolio Shifts
Welcome and Introduction to Module #2
Macroeconomic Analysis
Forecasting Asset Class Returns
Using Portfolio Visualizer – Forecasted Efficient Frontier
SIMS Usage
Portfolio Visualizer Website
Sim Portfolio Objectives, Activities, and Grading
Resources for US Market and Economic Data / Analysis
Module #2 Self-Assessment of Understanding

Behavioral Finance
Welcome and Introduction to Module #3
SIMS Usage
Sim Portfolio Objectives, Activities, and Grading
Listing of Biases/Brief Definitions
Behavioral finance case studies

Styles of Investing
Welcome and Introduction to Module #4
Using Portfolio Visualizer – Factor Models
Portfolio Visualizer Website
Investment Style Case Studies Quiz Instructions
Investment Styles Case Studies

Performance Evaluation
Welcome and Introduction to Module #5
SIMS Usage
Performance Analysis Case Studies - Mutual Funds Info for Quiz
Sim Portfolio Objectives, Activities, and Grading
Performance Analysis Case Studies
Module 5 Self-Assessment of Understanding

Sim Portfolio Evaluation (Peer Graded)
Welcome and Introduction to Module #6
Grading Rubric for the Sim Portfolio
Example Sim Portfolio Final Report
Post-Course Survey

Summary of User Reviews

The Investment Portfolio Management Capstone course is an excellent experience that teaches you how to build and manage an investment portfolio. Many users found the course to be well-structured, informative, and engaging.

Pros from User Reviews

The course is well-structured and easy to follow.
The course provides practical knowledge and hands-on experience.
The instructors are knowledgeable and helpful.
The course covers a wide range of investment topics.
The course provides useful resources and tools.

Cons from User Reviews

Some users found the assignments to be too easy.
Some users found the course to be too basic.
The course may not be suitable for advanced investors.
The course may not be suitable for those looking for in-depth analysis.
The course may not be suitable for those looking for specific investment strategies.

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