Chapter 1

Introduction to Investments

Investment process and objectives

medium • 1 min read

Asset classes and financial instruments

medium • 2 min read

Risk and return calculation for single asset

medium • 3 min read

Types of risk: Systematic versus Unsystematic

medium • 4 min read

Efficient Market Hypothesis (Weak, Semi-strong, Strong form)

medium • 5 min read

Chapter 2

Security Analysis

Fundamental Analysis: EIC framework (Economy, Industry, Company)

medium • 1 min read

Macroeconomic indicators and industry life cycle

medium • 2 min read

Company analysis using financial statements

medium • 3 min read

Technical Analysis: Assumptions, charts, and patterns

medium • 4 min read

Technical indicators (Moving averages, RSI, MACD)

medium • 5 min read

Chapter 3

Portfolio Theory

Markowitz portfolio selection model

medium • 1 min read

Portfolio expected return and standard deviation

medium • 2 min read

Covariance, correlation, and diversification

medium • 3 min read

The Efficient Frontier and the optimal portfolio

medium • 4 min read

Capital Market Line (CML)

medium • 5 min read

Chapter 4

Asset Pricing Models

Capital Asset Pricing Model (CAPM) assumptions and formula

medium • 1 min read

Security Market Line (SML) and Beta estimation

medium • 2 min read

Arbitrage Pricing Theory (APT)

medium • 3 min read

Multi-factor models (Fama-French three-factor model)

medium • 4 min read

Empirical tests of CAPM and anomalies

medium • 5 min read

Chapter 5

Portfolio Evaluation and Revision

Performance evaluation measures (Sharpe, Treynor, Jensen's Alpha)

medium • 1 min read

Information ratio and Sortino ratio

medium • 2 min read

Active versus passive portfolio management

medium • 3 min read

Portfolio revision techniques (Formula plans, Constant dollar value)

medium • 4 min read

Mutual fund performance evaluation

medium • 5 min read