Economics 98 / 198 Introduction to Stocks DeCal Lecture 1: Introduction Spring 2008 © | Jason M....

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Economics 98 / 198 Introduction to Stocks DeCal Lecture 1: Introduction Spring 2008 © | Jason M. Lee www.ocf.berkeley.edu/~jml/decal/
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Transcript of Economics 98 / 198 Introduction to Stocks DeCal Lecture 1: Introduction Spring 2008 © | Jason M....

Economics 98 / 198

Introduction to Stocks DeCalLecture 1: Introduction

Spring 2008 © | Jason M. Lee

www.ocf.berkeley.edu/~jml/decal/

Today’s Schedule

• About Myself

• Course Objectives

• Why is investing is important?

• Course Details (grading, schedule,

assignments, etc.)

• Enrollment / Applications details

• Q&A

About Myself

• Education

• Experience

• Other

Why this class?

Why learn about stocks?

What’s the big deal with investing?

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

14.0%

Stocks(S&P500)

Small-CapStocks

US Bonds(Short-term)

US Bonds(Long-term)

SavingsInternet

Rate

Inflation

Av

g R

etu

rn (

'76

-'0

0)

+136% in 1 year

NASDAQ (1999-2001)

Stocks can be very rewarding…

60%+ loss within 1 year

NASDAQ (2001-2002)

…but very damaging as well

Recently…S&P500

Recently…S&P500

Recently…S&P500

Course Objectives

• Learn basics and terminology of stock investing and financial markets

• Introduce various strategies for investing

• Begin to understand how to handle your own personal finance

• What and how much you learn depends on what you put into the class

Course Details

Grading / Attendance

• 2 units, Pass / Not Pass• 65% constitutes as a passing grade• ALL assignments must be competed to pass• Maximum 2 absences

Participation & Attendance 40%

Simulation Project 30%

Individual Papers 15%

Quiz 15%

• Late assignments / missed quizes• Late assignments will lose ¼ of grade every week• Missed quizzes will have to made up & will lose marks

• 540-550 Sign-in & Announcements• 550-645 Lecture Content• 645-700 Current events discussion

• Participation: important part of class• Students expected to read and keep up

to date with current events

Course Details

Class Structure

• 1/2 short individual paper (2 pages max)• Review a class topic and apply to real-world situations

• News presentation• For one week, a group of 3 or 4 will present weekly news

relating to stock market

• Quiz• Multiple choice about basics & terminology of stocks

• Virtual Stock Trading• Actively trade and monitor virtual stock in live markets• Paper will be assigned to discuss portfolio and experience

• 3-5 pages, doubled-spaced, 1-inch margins

Course Details

Assignments / Exercises

• Articles from various online stock sites• Investor’s Business Daily• Motley Fool• Investopedia• Readings to be completed prior to class

• Investor’s Business Daily Online Edition• Free access to IBD’s online newspaper (Retail

$300 / year)• Gain exposure to financial news and better

understand applications of class topics

Course Details

Readings

Week 1 Introduction

Week 2 – 4 Basics of Investing

Week 5 Financial Statements

Week 6 Pending Guest Speaker

Week 7 – 8 Investing Strategies

Week 9 – 11 Stock Chart Analysis

Week 12 Historical Examples

Simulation Discussion

Week 13 Other Topics / Wrap-Up

Course Details

Semester Agenda

Why Take This Class?

• 3 semesters of experience

• Fall 2007 Rating (relative to other Berkeley classes)

• Class Quality: 8.5 out of 10• Instructor Quality: 9.0 out of 10

• Positive testimonials and comments from students (check website for more)

Enrollment

• Maximum class size allotted is 25-30 students in each section

• Make sure you sign-in!!! (priority given to those students who show up today)

• Students required to submit application

• CCN’s and CEC’s distributed to admitted students afterwards

Enrollment: Application

• Application posted on the DeCal posting AND on the course website

• Open-ended questions• Focus on revealing who you are and your

motivations to get into this class• Avoid cliché responses or motivational quotes; I

want to know about YOU

• Due date: February 2, 11:59PM (Email to [email protected])

- file name: “last name, first name”(Ex. Lee, Jason)

Application Notes / Details

• Specify whether you can attend both sections (this will increase your chances)

• Level of experience or education WILL NOT be part of the criteria

• Looking for a sincere interest and a desire to learn and participate

• Explain YOUR story; this should be differentiated from other candidates

• Follow instructions!!! (Format, doc name)

QUESTIONS