Investments 5: Stock Basics

Learning Outcomes

There are six objectives for this section:
A. Review Risk and Return for Stocks
B. Understand Stock Terminology
C. Understand How Stocks Are Valued
D. Know Why Stocks Fluctuate in Value
E. Recognize Stock-Investing Strategies
F. Calculate the Costs of Investing in Stocks

Chapter Reading

Please read the chapter on "Investments 5: Stock Basics" (PDF)


Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.





Here are the assignments for "Investments 5: Stock Basics"



The following learning tools may be helpful with this chapter:

Possible Benchmarks for Investment Plans

Return Simulation for Asset Classes

After-Tax, Equivalent Taxable Yield, and After-Inflation Returns

Expected Return Simulation and Benchmarks


Additional Materials