FIN 435

Stock Analysis and Strategy

Consideration for Stockholding
Single Stock
• Domestic and global perspective
• Impact of market
• Required rate of return
Stock Portfolio
- Asset allocation
- Security analysis
Investment Strategy: Passive vs. Active
Passive Strategy
- Buy and hold strategy
- Index fund strategy
Active Strategy
- Security analysis
- Sector analysis and rotation
- Market timing
Approaches of Analyzing and Selecting
Stocks
• Technical Analysis
• Fundamental Analysis
- Bottom-up approach
- Top-down approach