economics 98 / 198 introduction to stocks decal lecture 1: introduction spring 2008 © | jason m....
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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
What’s the big deal with investing?
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Stocks(S&P500)
Small-CapStocks
US Bonds(Short-term)
US Bonds(Long-term)
SavingsInternet
Rate
Inflation
Av
g R
etu
rn (
'76
-'0
0)
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 stocksdecal@gmail.com)
- 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)
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