Rice University
Capstone: Build a Winning Investment Portfolio
Rice University

Capstone: Build a Winning Investment Portfolio

Jill Foote

Instructor: Jill Foote

6,861 already enrolled

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Gain insight into a topic and learn the fundamentals.
4.4

(64 reviews)

10 hours to complete
3 weeks at 3 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
4.4

(64 reviews)

10 hours to complete
3 weeks at 3 hours a week
Flexible schedule
Learn at your own pace

Details to know

Shareable certificate

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Assessments

6 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the Investment and Portfolio Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 6 modules in this course

In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities.

What's included

8 videos7 readings1 assignment2 discussion prompts

In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios.

What's included

5 videos3 readings1 assignment2 discussion prompts

This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected).

What's included

2 videos2 readings1 assignment2 discussion prompts

Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model.

What's included

2 videos2 readings1 assignment1 discussion prompt

Learners will evaluate returns and risk on their simulated portfolios and will calculate and evaluate returns and alternative measures of risk to advice case study clients on portfolio selection.

What's included

2 videos2 readings2 assignments1 discussion prompt

Learners will give and receive feedback through peer grading of the Sim Portfolio Final Report, which covers all 5 modules of the Sim Portfolio activities.

What's included

1 video3 readings1 peer review

Instructor

Instructor ratings
4.2 (9 ratings)
Jill Foote
Rice University
1 Course6,861 learners

Offered by

Rice University

Recommended if you're interested in Finance

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Learner reviews

4.4

64 reviews

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