Investment Lectures
(2024 - 2025)
Finance and Investment Lecture (2024 - 2025 Academic Year, Online)
In the 2024-2025 academic year, the finance and investment lectures will cover key topics, including:
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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)
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Use of Stock Investment Tools and Charts
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Main Asset Classes: stocks, bonds, commodities, real estate investment trusts (REITs), cash, and their characteristics and risks
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Stock Market Indices, Major Sectors, and related index funds and sector funds
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Business Cycle and Stock Market Cycles, the Merrill Clock, and sector investment strategies based on cycles
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Classic Investment Portfolios, Portfolio Design, and metrics for evaluating portfolio and fund performance
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.
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.
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.
Below is the lecture schedule:
September 8, 2024
Topics: The Compound Effect, The Rule of 72, Time Value of Money, Introduction to Stocks
October 6, 2024
Topics: Volatility and Risk of Stocks, Introduction to Exchange-Traded Fund (ETF), Market Index and Index ETF, Business Cycle and Market Cycle
November 2, 2024
Topics: S&P 500 Sectors and Sector ETFs, Sectors in Business Cycle and Market Cycle
Lecture Recording (Adult Member Meeting)
November 10, 2024
Topics: S&P 500 Sectors and Sector ETFs, Sectors in Business Cycle and Market Cycle
Lecture Recording (Student Member Meeting)
December 8, 2024
Topics: Santa Claus Rally, Understanding Stock Charts (line chart), Commodities and Commodity ETF, Build Portfolios Using ETFs
January 5, 2025
Topics: Bonds and How to Invest in Bonds
February 2, 2025
Topics: Invited Talk (Introduction to the Consulting Industry), Finance Lecture (January Barometer Effect)
March 2, 2025
Topics: Bonds, Yield Curves, Correlation Between Yield Curves and Bear Markets
April 6, 2025
Topics: REIT and REIT ETF, Case Study of Classic Investment Portfolios I (Warren Buffett's 90/10 Portfolio, The Permanent Portfolio)
May 4, 2025
Topics: How to Evaluate a Portfolio, an ETF, or an Investing Strategy
June 1, 2025
Topics: Case Study of Classic Investment Portfolios II (Ray Dalio All Seasons Portfolio)
July 13, 2025
Topics: Personal Finance 101: Key Accounts and The 60% Solution Budget Method for Income)