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Patrick H
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Decks in this class (14)
Taxation of Investment Vehicles
What does lower turnover mean re ...,
What is one strategy you can use ...,
Wash sale rule works how
36
cards
Alternative Investments
What are some common derivatives,
A derivative is what,
A derivative itself is a contract...
44
cards
Futures and Options strategies
What is the purpose of using margin,
Margin is,
Say you have 50k cash and 50k mar...
40
cards
Valuation of Stocks and Bonds
Required rate of return is direct...,
The higher the risks the higher t...,
If a person pays too much for an ...
69
cards
Quiz Questions
Jerry has 40 of his portfolio inv...,
An investment policy statement ip...,
Should an ips include specific se...
136
cards
Time Influence on Valuation
Price intrinsic value of a bond i...,
Interest and principal are discou...,
When interest rates go up the req...
17
cards
Asset Pricing Models
Modern portfolio theory invented ...,
Modern portfolio theory does what,
What is a risky asset re modern p...
52
cards
Formulas
22
cards
Class notes
What are 2 investment objectives,
Investment constraints,
Investment policy statement has 2...
123
cards
Fixed income
Money market funds,
T bill timeframe,
How are t bills sold
58
cards
Pooled investments
Pooled investment,
Index securities actively or pass...,
Pooled investments are pass throu...
36
cards
Investment risk
Bell curve shows what re the mean,
Single most important factor when...,
Lognormal distribution
12
cards
Margin
60 margin requirement you make 10...,
60 margin requirement you make 10...,
You sell company short at 50 5 00...
6
cards
Measures of Investment Returns
What is the compound return on 10...,
Returns that compound are also ca...,
Geometric uses multiplication whe...
33
cards
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Investments CFP
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