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Capstone: Build a Winning Investment Portfolio
  • Level Foundation
  • Duration 10 hours
  • Course by Rice University
  • Offered by

About

Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences: • Developing and managing your own simulated investment portfolio, resulting in a peer-graded report covering portfolio strategy, analysis, and performance • Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients • Using the sophisticated web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, Fama-French factor models, and many more Your capstone experiences are directly applicable to managing real world investment portfolios and the final report can be shared with family, friends, and potential or current employers. By the end of the capstone project, you will have incorporated concepts from all four courses, including: • Analyzing multiple asset classes • Asset allocation and risk management • Current market trends • Behavioral finance • Investment styles and strategies • Financial market innovation • Investment performance evaluation

Modules

Introduction and Welcome to the Capstone and Module #1

    • 3 Videos
    • 2 Readings
Show info about module content

3 Videos

  • Meet the Professor
  • Welcome and introduction to the Capstone
  • Welcome and introduction to Module 1

2 Readings

  • Capstone Syllabus
  • Pre-Course Survey

Research historical risk and returns in Portfolio Visualizer

    • 2 Videos
    • 1 Readings
Show info about module content

2 Videos

  • Using Portfolio Visualizer – Historical Efficient Frontier
  • Using Portfolio Visualizer – Mean Variance Optimization

1 Readings

  • Portfolio Visualizer Website

Set up $1 million Policy Portfolio in Simulated Investment Management System (SIMS). Goals: Develop and document investment strategy, risk & returns, asset class allocation

    • 2 Videos
    • 2 Readings
Show info about module content

2 Videos

  • Overview of the Simulated Investment Management System (SIMS)
  • SIMS Usage – Module #1

2 Readings

  • Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #1
  • Simulated Portfolio Management System (SIMS)

Required Forum & Self-Assessment

    • 1 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Module #1 Self-Assessment of Understanding

1 Discussions

  • Required Forum - Risk and Returns

Reference Material

    • 1 Videos
    • 2 Readings
    • 1 Discussion
Show info about module content

1 Discussions

  • Optional Forum – Module #1 Sim Portfolio

1 Videos

  • Exchange Traded Funds (ETFs)

2 Readings

  • Copying and Pasting Graphics into Excel
  • CFAI Investment Policy

Module Content

    • 1 Videos
Show info about module content

1 Videos

  • Welcome and Introduction to Module #2

Analyze the Macroeconomic Environment

    • 1 Videos
Show info about module content

1 Videos

  • Macroeconomic Analysis

Forecast Asset Class Returns

    • 2 Videos
    • 1 Readings
Show info about module content

2 Videos

  • Forecasting Asset Class Returns
  • Using Portfolio Visualizer – Forecasted Efficient Frontier

1 Readings

  • Portfolio Visualizer Website

Set up Tactical Portfolio in SIMS. Goals: Document tactical changes, forecasted risk & returns, make trades in tactical assets

    • 1 Videos
    • 1 Readings
Show info about module content

1 Videos

  • SIMS Usage

1 Readings

  • Sim Portfolio Objectives, Activities, and Grading

Required Forum & Self-Assessment

    • 1 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Module #2 Self-Assessment of Understanding

1 Discussions

  • Required Forum - Market Expectations

Reference Material

    • 1 Readings
    • 1 Discussion
Show info about module content

1 Discussions

  • Optional Forum - Module #2 Sim Portfolio

1 Readings

  • Resources for US Market and Economic Data / Analysis

Module Content

    • 1 Videos
Show info about module content

1 Videos

  • Welcome and Introduction to Module #3

Analyze Behavioral Finance

    • 1 Assignment
Show info about module content

1 Assignment

  • Behavioral finance case studies

Simulated Portfolio (SIMS). Goals: Document most important behavioral biases and recommendations for improvement, begin weekly pricing of simulated portfolio

    • 1 Videos
    • 1 Readings
Show info about module content

1 Videos

  • SIMS Usage

1 Readings

  • Sim Portfolio Objectives, Activities, and Grading

Required Forum

    • 1 Discussion
Show info about module content

1 Discussions

  • Required Forum - Behavioral Biases

Reference Material

    • 1 Readings
    • 1 Discussion
Show info about module content

1 Discussions

  • Optional Forum - Module #3 Sim Portfolio

1 Readings

  • Listing of Biases/Brief Definitions

Module Content

    • 1 Videos
Show info about module content

1 Videos

  • Welcome and Introduction to Module #4

Analyze Investment Styles

    • 1 Videos
    • 2 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Investment Styles Case Studies

1 Videos

  • Using Portfolio Visualizer – Factor Models

2 Readings

  • Portfolio Visualizer Website
  • Investment Style Case Studies Quiz Instructions

Required Forum

    • 1 Discussion
Show info about module content

1 Discussions

  • Required Forum - Styles

Module Content

    • 1 Videos
Show info about module content

1 Videos

  • Welcome and Introduction to Module #5

Calculate and Evaluate Returns & Risk

    • 1 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Performance Analysis Case Studies

1 Readings

  • Performance Analysis Case Studies - Mutual Funds Info for Quiz

Performance Analysis of Simulated Portfolio (SIMS). Goals: Evaluate and document portfolio risk & return, ensure Final Report is complete

    • 1 Videos
    • 1 Readings
Show info about module content

1 Videos

  • SIMS Usage

1 Readings

  • Sim Portfolio Objectives, Activities, and Grading

Self Assessment

    • 1 Assignment
Show info about module content

1 Assignment

  • Module 5 Self-Assessment of Understanding

Reference Material

    • 1 Discussion
Show info about module content

1 Discussions

  • Optional Forum - Module #5 Sim Portfolio

Module Content

    • 1 Videos
Show info about module content

1 Videos

  • Welcome and Introduction to Module #6

Peer Grading of Simulated Portfolio (SIMS). Goals: Peer grade two Sim Portfolio Final Reports

    • 3 Readings
    • 1 PeerReview
Show info about module content

1 Peer Review

  • Sim Portfolio

3 Readings

  • Grading Rubric for the Sim Portfolio
  • Example Sim Portfolio Final Report
  • Post-Course Survey

Auto Summary

Embark on a comprehensive journey to master investment and portfolio management with the capstone course "Build a Winning Investment Portfolio." This hands-on, five-week program is designed for those in the business and management domain to apply their knowledge in real-world scenarios. Created by Coursera, this foundational course offers a deep dive into the intricacies of investment strategy and performance analysis. Throughout the course, you'll engage in practical activities such as developing and managing a simulated investment portfolio, resulting in a detailed, peer-reviewed report on your portfolio strategy and performance. You’ll also act as an investment advisor in simulated case studies, recommending portfolio adjustments based on client-specific challenges. Utilize advanced analytical tools from Silicon Cloud Technologies LLC’s Portfolio Visualizer, including mean variance optimization and efficient frontiers analysis, to enhance your investment strategies. By the end, you'll have a robust understanding of asset classes, risk management, market trends, behavioral finance, investment styles, and performance evaluation. This capstone project not only equips you with applicable real-world investment skills but also allows you to showcase your final report to peers, family, and potential employers. With a duration of approximately 600 minutes, this course requires a Starter subscription and is suitable for foundational-level learners eager to refine their investment acumen and portfolio management skills.

Jill Foote
Instructor

Jill Foote