Investment Lectures
(2024 - 2025)

In the 2024-2025 academic year, the finance and investment lectures will cover key topics, including:

• Concepts and Ideas of Long-Term Investment (the value investing and growth investing philosophies of renowned investors like Warren Buffett, Philip Fisher, and Peter Lynch)

• Use of Stock Investment Tools and Charts

• Main Asset Classes: stocks, bonds, commodities, real estate investment trusts (REITs), cash, and their characteristics and risks

• Stock Market Indices, Major Sectors, and related index funds and sector funds

• Business Cycle and Stock Market Cycles, the Merrill Clock, and sector investment strategies based on cycles

• Classic Investment Portfolios, Portfolio Design, and metrics for evaluating portfolio and fund performance​

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The teaching goal for this content are twofold. First, students only need to spend about one hour per month managing their investments, ensuring it won't interfere with their studies. Second, through learning about investment, they will also gain insights into economic cycles, deepening their understanding of socio-economic issues. 

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Topics not covered in the lectures include any short-term speculative strategies, any leveraged strategies (such as margin or options), and any strategies that require daily monitoring of the market.

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The design of this content partly draws from materials used in the investment reading club Olivia has led over the past two years, partly from study materials of high-school business competitions, and partly from resources used in some investment companies.