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Financial Markets and Investment Strategy Capstone

Approx. 22 hours to complete

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Course Summary

The Investment Strategy Capstone Project is the culmination of the Investment and Portfolio Management Specialization. In this capstone project course, you will build a diversified portfolio using a full suite of asset classes, including stocks, bonds, and ETFs. You will learn how to create an investment strategy that aligns with your financial goals, and how to evaluate the performance of your portfolio over time.

Key Learning Points

Learn how to build a diversified portfolio using a full suite of asset classes
Create an investment strategy that aligns with your financial goals
Evaluate the performance of your portfolio over time

Learning Outcomes

Build a diversified portfolio using a full suite of asset classes
Create an investment strategy that aligns with your financial goals
Evaluate the performance of your portfolio over time

Prerequisites or good to have knowledge before taking this course

Completion of the previous courses in the Investment and Portfolio Management Specialization
Basic knowledge of finance and investing

Course Difficulty Level

Advanced

Course Format

Online self-paced
Project-based

Similar Courses

Investment Management Specialization
Financial Markets
Advanced Investment Strategy

Related Education Paths

Related Books

Description

In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio.

Outline

Capstone Project
Introduction to Capstone Project

Week 2
Measuring portfolio or fund returns
Benchmarks for portfolio performance evaluation
Alternate performance measures

Week 3

Week 4
Diversification Revisited
Investment opportunity set with 2 risky assets and risk free asset
Investment opportunity set with 3 risky assets and risk free asset
The optimal allocation between risky and risk free asset

Week 5
Bonds : What are they?
Interest rates or Yields: Finding direction
Calling the bond: Expect the Unexpected
Bond Ratings: Necessary, not optional

Week 6

Summary of User Reviews

This investment strategy capstone course has received positive reviews from users. Many users have praised the practical approach and hands-on experience provided in the course. However, some users have reported issues with the course materials and assessments.

Key Aspect Users Liked About This Course

practical approach and hands-on experience

Pros from User Reviews

Provides practical approach and hands-on experience
Taught by experienced instructors
Great insights into investment strategies
Well-structured course content and assignments
Engaging and interactive learning experience

Cons from User Reviews

Some users reported issues with course materials
Assessments can be challenging for some learners
Course content may be too basic for advanced learners
Limited interaction with instructors and peers
No certificate of completion for free learners

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