Course Title: Topics in Finance
TVA Portfolio Management
Term, Level, and Credit: Fall1999, Upper Division, 3 Semester Hours
Instructor: Dr. Mahmoud M. Haddad
Office Location: Business Administration Building, Room 24
Office Telephone: 587-7249, Fax: 587-7241
Office Hours: 09:00 am-10:00 am & 03:00 pm- 05:30 pm., M. W. F., other times by appointment.
Course Description: Advanced course in the application of investment analysis to the management of the TVA investment portfolio.
Course Prerequisites: Completion of Finance 311 and instructor’s approval.
Course Text and Required Materials:
One Up on Wall Street by Peter Lynch
Wall Street Journal
Course Objective: To provide students
with practical application of investment analysis principles to the management
of an investment portfolio. Students will research and select common
stocks, as well as make the decisions to manage a portfolio. Students
will be responsible for finding common stocks to purchase, setting the
investment strategy, deciding on trading tactics and other aspects of portfolio
management. This course will also provide exposure to advanced topics
that will be useful
in portfolio management.
Course Requirements: This course is an active discussion and participation course rather than a traditional lecture class; that is , student participation is expected and required. The largest part of the course grade will be determined by class attendance as well as written and oral participation.
Letter grades will be assigned based on the weighted average of the scores for the following:
Written Reports 25%
Oral Reports (team and individual) 25%
Wall Street Journal Reports & Quizzes 25%
Letter grades will be assigned on the grading scale: A=100-90, B=89-80,
C=79-70, D=69-60, F=<60. As part of the course requirements, students
will be making team oral presentations to the faculty advisory group.
It is expected that there will be at least 2 team oral presentations, consisting
of a stock recommendation report and periodic performance reports.
Students will also be required to maintain records of the portfolio, transactions,
gains and losses for TVA reporting. Students will be
required to do selected readings from the following book on reserve:
Portfolio construction, Management & Protection, 2nd Edition, by Robert A. Strong.
As part of the readings, there may be quizzes over the material from the book on reserve and the Lynch book.
There will be about 6 summaries of Wall Street Journal articles during
the semester. Due dates and assignments will be given during the