Investments 2.0

Course Description and Objective: 

This is an advanced investing course focusing more on the technical side of investing and real returns.  We will concentrate on the factors that contribute to overall returns as well as the impact of fees and internal fund costs. Although we will not discuss recommendations, we will look at “past performance” movements and how they affect the investor’s belief and choices going forward. As a hot topic of discussion, we will dive into intrinsic metrics and debate the age-old question of value versus growth, as well as the self-limiting return strategy of certain options.  We will also define and discuss the importance of:

  • Alpha, Beta, Std Deviation
  • Impact of Fees and Costs of Trading
  • Sequence of Returns With and Without Withdrawals
  • Modern Portfolio Theory
  • Various Grading Systems Like Morningstar
  • Efficient Frontier and Monte Carlo Simulations


This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.