Project Description - Read me first!

Project Prompt

Historical Stock Data

Project Scope Quiz

Module 1 Discussion: Introductions

Questions about the Project

Definition and Uses of Models Common Functions (Fundamentals of Quantitative Modeling)

How Models are Used in Practice (Fundamentals of Quantitative Modeling)

Mathematical Functions (Fundamentals of Quantitative Modeling)

Navigating a Spreadsheet and Crafting Formulas (Introduction to Spreadsheets)

How To Build an Optimization Model: Hudson Readers Ad Campaign (Modeling Risk and Realities)

Data and Visualization: Graphical Representation (Modeling Risk and Realities)

More on Close Price versus Adjusted Close Price

More on the Sharpe Ratio

Sample Returns Spreadsheet (AAPL)

PDFs of Refresher Video Slides

Daily Returns Quiz

Summary Statistics Quiz

Questions about Calculating Performance and Summary Statistics

Introducton to Linear Models and Optimization (Fundamentals of Quantitative Modeling)

Present and Future Value (Fundamentals of Quantitative Modeling)

Optimization (Fundamentals of Quantitative Modeling)

Linear Programming (incl. Solver) (Introduction to Spreadsheets)

Optimizing with Solver and Alternative Data Inputs (Modeling Risk and Realities)

Adding Risk: Managing Investments at Epsilon Delta Capital (Modeling Risk and Realities)

Using Scenarios for Optimizing Under High Uncertainty Sensitivity Analysis and Efficient Frontier (Modeling Risk and Realities)

Videos Explaining the Efficient Frontier and Optimal Risky Portfolio

More on Portfolio Variance

More on the Efficient Frontier

More on Short Selling

PDFs of Refresher Video Slides

The Minimum Variance and Optimal Risky Portfolio

Third party resources for calculations

Questions about minimum variance and "optimal risky portfolio" weights

Introduction to Regression Models (Fundamentals of Quantitative Modeling)

Use of Regression Models (Fundamentals of Quantitative Modeling)

Correlation and Regression (Introduction to Spreadsheets)

Video on the Capital Asset Pricing Model (CAPM)

More on the Capital Asset Pricing Model

PDFs of Refresher Video Slides

Capital Asset Pricing Model

Questions Comments and Helpful Resources for CAPM

VBTLX and VFIAX Monthly Returns

Working with a Diversified Portfolio

Portfolio Performance Presentation

Module 5 Discussion - Reflect on your experience and share your insights

How did you create a Mixed Asset Portfolio?

Arguments for and against mixed asset portfolios