Investment Analysis: Take a close look at what your investments are doing!

Investment Analysis

This course is designed to give you the knowledge and tools to do a proper investment analysis on your portfolio. You will learn to use widely available tools to evaluate your portfolio using Modern Portfolio Theory.



What You Will Learn:

  • Fund Analysis - are your funds above or below average? What is the manager’s tenure and why it is important? What is the annual turnover?
  • Equity Analysis - what is the equity style box and how does it help you? Which sectors are you invested in and does it matter?
  • Bond Analysis - are there mortgage-backed securities in your portfolio? What is the effective maturity? The effective duration?
  • Fees - are you paying 12(b)1 fees marketing and distribution expenses) or are you paying loads? What is a fair price you should be paying?
  • Asset Allocation - why this is your most important decision and how many asset classes should you be utilizing?
  • Diversification - the importance and value of diversification
  • Rebalancing - learn why the professionals feed off volatility

Who Should Attend:

  • Those that have 401(k)s and IRAs
  • Inexperienced investors looking for fundamental building blocks

REGISTRATION INSTRUCTIONS:

See the course catalog for Personal Financial Management to register. Select the dates you wish to attend and pay the course tuition fee.

Register

Tuition includes: Building Better Portfolios, The Efficient Frontier, Callan Periodic Table of Investment Returns and access to all the Academic reports cited in class. Additional handouts of the PowerPoint slides may be available for $10, to be paid directly to the instructor.


Your Instructor is a veteran of the industry (over 19 years), Scott Campbell, President of Austin First Financial, Inc.