Investment Analysis and Portfolio Management

  1. Security Analysis: Fixed-Income
    1. Features of Bonds
      1. Basic Bond Characteristics
        1. Par Value
          1. Coupon Rate
            1. Maturity Date
              1. Payment Frequency
              2. Bond Indentures and Covenants
                1. Affirmative Covenants
                  1. Negative Covenants
                    1. Financial Covenants
                      1. Covenant Violations
                      2. Embedded Options
                        1. Call Provisions
                          1. Call Protection
                            1. Call Schedules
                            2. Put Provisions
                              1. Conversion Provisions
                                1. Sinking Fund Provisions
                                2. Credit Enhancement
                                  1. Collateral
                                    1. Guarantees
                                      1. Insurance
                                    2. Bond Valuation
                                      1. Pricing of Bonds
                                        1. Present Value of Cash Flows
                                          1. Discount Rate Determination
                                            1. Clean Price vs. Dirty Price
                                              1. Accrued Interest
                                              2. The Relationship Between Price and Yield
                                                1. Price-Yield Inverse Relationship
                                                  1. Premium Bonds
                                                    1. Discount Bonds
                                                      1. Par Bonds
                                                      2. Yield Curve Analysis
                                                        1. Normal Yield Curve
                                                          1. Inverted Yield Curve
                                                            1. Flat Yield Curve
                                                              1. Yield Curve Theories
                                                            2. Bond Yield Measures
                                                              1. Current Yield
                                                                1. Yield to Maturity
                                                                  1. Yield to Call
                                                                    1. Yield to Put
                                                                      1. Yield to Worst
                                                                        1. Realized Yield
                                                                          1. Tax-Equivalent Yield
                                                                          2. Bond Price Volatility and Risk
                                                                            1. Interest Rate Risk
                                                                              1. Price Sensitivity
                                                                                1. Reinvestment Risk
                                                                                2. Duration
                                                                                  1. Macaulay Duration
                                                                                    1. Modified Duration
                                                                                      1. Effective Duration
                                                                                        1. Key Rate Duration
                                                                                        2. Convexity
                                                                                          1. Positive Convexity
                                                                                            1. Negative Convexity
                                                                                              1. Effective Convexity
                                                                                              2. Credit Risk
                                                                                                1. Default Risk
                                                                                                  1. Credit Ratings
                                                                                                    1. Rating Agencies
                                                                                                      1. Rating Categories
                                                                                                        1. Rating Migration
                                                                                                        2. Credit Spreads
                                                                                                          1. Recovery Rates
                                                                                                          2. Other Bond Risks
                                                                                                            1. Liquidity Risk
                                                                                                              1. Call Risk
                                                                                                                1. Prepayment Risk
                                                                                                                  1. Inflation Risk
                                                                                                                    1. Currency Risk

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                                                                                                                3. Security Analysis: Equity Valuation

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                                                                                                                5. Technical Analysis