THE COLLEGE OF WOOSTER
Department of Economics

Prof. J. Sell
Fall 2006

Business Economics 271 - Portfolio Theory and Analysis

This course examines portfolio theory. It attempts to identify economically interesting characteristics of financial securities and to discuss these within the context of "packages" of securities called portfolios. It is not a course that will teach you how to get rich by beating the stock market. The laws of economics apply here as elsewhere. It is a course that will teach you how to use economics theories to your advantage by understanding them and applying them appropriately. The course may be of interest to those who wish to make economically sensible investments either for themselves or for their employer. It also provides information on the types of activities performed by professional financial analysts and on the relationship between financial markets and the economy in general.

Each student is expected to send me an e-mail from this link by the end of the first week of classes to indicate that he/she has found and read this document and understands the expectations of the course.

To participate successfully in this course, it is essential that you have a good grasp of economic principles, statistics, and mathematics (Econ. 101, Econ. 210, and Math 104, 107, or 111 at Wooster or their equivalent elsewhere). These are prerequisites for this course. You should also have a firm grounding in present value theory such as that found in Business Economics 119, 227, or 250.

This course is conducted under the Code of Academic Integrity as printed in the "Scot's Key". Each of you is expected to read this section by the end of the first week of class. Any questions concerning the Code's applicability to this course should be addressed to me. Any work that you submit for evaluation must be your own work, done independently.  Otherwise, it will be considered plagiarism and dealt with appropriately.  This may include a grade of "F" on the assignment or for the course and additional penalties specified by the College. Your enrollment in this course beyond the first week certifies that you understand and accept the principles contained in this document as they apply to this course. If you are uncertain about this, discuss it with me by the end of the first week of class.

Course grades are interpreted consistent with the College Catalog and are determined on the basis of your performance on three examinations and a portfolio project. All examinations are cumulative. The two midterm examinations count 25% of your final course grade. The final examination counts 30% and will be given on Thursday, December 14 at 9:00am. The remaining 20% will be determined by your performance on a portfolio project described separately. There will be NO make-up exams. In the unlikely event that you should miss a midterm examination for a legitimate reason, the remaining examinations will count 40% each.

While class attendance is not mandatory, it is advisable since lecture material is not a simple summary of the required reading. If you choose to come to class, I and your colleagues expect you to arrive on time and to remain for the entire class period. This class meets TTh from 9:30am to 10:50am. Time should be spent on alternate days for your portfolio project.

Please make use of my office hours which are linked below.

Office, office hours, contact methods.


revised by Jws on 15 August 2006.