Course Summary
Learn how to build and manage an investment portfolio in this course. Discover unorthodox strategies that can help you maximize your returns and minimize risk.Key Learning Points
- Explore investment portfolio theory and learn how to apply it in practice
- Understand the different types of investment assets and how to allocate them
- Discover innovative portfolio construction strategies that can help you achieve your goals
Related Topics for further study
- Investment Portfolio Theory
- Asset Allocation
- Portfolio Construction Strategies
- Risk Management
- Impact Investing
Learning Outcomes
- Understand the key principles of investment portfolio theory
- Learn how to allocate assets to achieve your investment goals
- Discover innovative strategies for building and managing your investment portfolio
Prerequisites or good to have knowledge before taking this course
- Basic understanding of finance and investing
- Familiarity with Excel or other spreadsheet software
Course Difficulty Level
IntermediateCourse Format
- Online
- Self-paced
- Video lectures
- Quizzes
- Assignments
Similar Courses
- Financial Markets
- Behavioral Finance
- Valuation
Related Education Paths
- Certified Investment Management Analyst (CIMA)
- Chartered Financial Analyst (CFA)
- Financial Risk Manager (FRM)
Notable People in This Field
- Warren Buffett
- Ray Dalio
- Mohnish Pabrai
Related Books
Description
This course integrates all the learning from the first three courses and guides the learner about ways of building a portfolio of strategies and integrating the same into a hedge fund.
Outline
- Module 1
- Market Efficiency
- Types of Market Efficiency
- Anomalies
- Performance measurement 1
- Performance measurement 2
- Market timing
- Performance measurement 3
- The Challenge: How To Benchmark Your Investment Portfolio
- Performance Measurement: The What, Why, and How of the Investment Management Process
- The 101 ways to measure portfolio performance
- Practice Quiz 1
- Practice Quiz 2
- Quiz 1
- Module 2
- Timing measurement
- Style Analysis
- Performance attribution
- Mutual fund performance
- Expected returns and risk
- Utility theory
- Investment Choices and Portfolios
- Capital Allocation
- Risky portfolios
- Utility theory and Attitude toward Risk
- Practice Quiz -
- Practice Quiz
- Quiz 2
- Module 3
- Diversification and efficient frontier
- Two fund separation
- Diversification revisited
- Investment opportunity set with two risky assets and a risk-free asset
- Investment opportunity set with three risky assets and a risk-free asset
- The optimal allocation between risky and risk-free assets
- The market portfolio and the capital market line
- The pros' guide to diversification
- Diversification: How much is too much?
- The 15-Stock Diversification Myth
- Does the composition of the market portfolio really matter?
- Practice Quiz
- Weekly assessment 3
- Module 4
- Strategies based on Text Mining
- Benchmarking
- Reporting
- Financial Instruments
- Backtesting
- How to backtest?
- Conclusion
- Successful Backtesting of Algorithmic Trading Strategies
- Practice Quiz
- Weekly assessment 4
Summary of User Reviews
Investment Portfolio course on Coursera has received great reviews from users. The course teaches how to build and manage an investment portfolio. Users have praised the course for its practical approach and real-world examples.Key Aspect Users Liked About This Course
The practical approach and real-world examples provided in the course have been highly appreciated by users.Pros from User Reviews
- Practical approach and real-world examples make the course engaging and easy to follow
- Course content is well-structured and easy to understand
- The instructor is knowledgeable and experienced
- Course is suitable for both beginners and intermediate level learners
- Quizzes and assignments help reinforce learning and understanding of the concepts
Cons from User Reviews
- Some users have found the course to be too basic for their level of expertise
- Course may not be suitable for advanced level learners
- Course material could be more updated and relevant to current market trends
- Some users have faced technical issues with the platform
- Course could benefit from more practical exercises and case studies
Ramabhadran Thirumalai
4.4 Raiting
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