GISDepartment of Global and Interdisciplinary Studies
ECN300ZA（経済学 / Economics 300）InvestmentInvestment
Shiaw Jia Eyo
授業コードなどClass code etc
| 学部・研究科Faculty/Graduate school | GISDepartment of Global and Interdisciplinary Studies |
| 添付ファイル名Attached documents | |
| 年度Year | 2024 |
| 授業コードClass code | A6556 |
| 旧授業コードPrevious Class code | |
| 旧科目名Previous Class title | |
| 開講時期Term | 秋学期授業/Fall |
| 曜日・時限Day/Period | 火3/Tue.3 |
| 科目種別Class Type | |
| キャンパスCampus | 市ヶ谷 / Ichigaya |
| 教室名称Classroom name | 市外濠‐S502 |
| 配当年次Grade | 3～4 |
| 単位数Credit(s) | 2 |
| 備考（履修条件等）Notes | Not Available for ESOP Students. |
| 他学部公開科目Open Program | |
| 他学部公開（履修条件等）Open Program (Notes) | |
| グローバル・オープン科目Global Open Program | |
| 成績優秀者の他学部科目履修制度対象Interdepartmental class taking system for Academic Achievers | |
| 成績優秀者の他学部科目履修（履修条件等）Interdepartmental class taking system for Academic Achievers (Notes) | |
| 実務経験のある教員による授業科目Class taught by instructors with practical experience | |
| SDGsCPSDGs CP | |
| アーバンデザインCPUrban Design CP | |
| ダイバーシティCPDiversity CP | |
| 未来教室CPLearning for the Future CP | |
| カーボンニュートラルCPCarbon Neutral CP | |
| 千代田コンソ単位互換提供（他大学向け）Chiyoda Campus Consortium | |
| 旧科目との重複履修Duplicate Subjects Taken Under Previous Class Title | |
| カテゴリー（2024年度以降入学者）Category (commenced 2024 onwards) | |
| カテゴリー（2020～2023年度入学者）Category (commenced 2020-2023) | |
| カテゴリー（2016～2019年度入学者）Category (commenced 2016-2019) |
300-level Advanced Courses Business and Economy |
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授業の概要と目的（何を学ぶか）Outline and objectives
This is an advanced level finance course that focuses on the concepts of stock investment: characteristics of stocks, the market, stock valuation and dividend policy. Students will also apply investment theories into practice based on a virtual stock market simulation.
到達目標Goal
The end goal of the class is to apply the strategies of stock investment into an actual stock portfolio based on a virtual stock market simulation.
授業で使用する言語Default language used in class
英語 / English
授業の進め方と方法Method(s)（学期の途中で変更になる場合には、別途提示します。 /If the Method(s) is changed, we will announce the details of any changes. ）
This course is taught primarily through lectures and discussions. Feedback is given during class, using tools such as HOPPII or email. Interactive class participation is encouraged.
アクティブラーニング（グループディスカッション、ディベート等）の実施Active learning in class (Group discussion, Debate.etc.)
あり / Yes
フィールドワーク（学外での実習等）の実施Fieldwork in class
なし / No
授業計画Schedule
授業形態/methods of teaching：対面/face to face
※各回の授業形態は予定です。教員の指示に従ってください。
1[オンライン/online]：Introduction and Overview
Introduction and overview
2[対面/face to face]：Basics of Stock Investing (1)
Setting up your virtual account
Common approaches and risks
3[対面/face to face]：Basics of Stock Investing (2)
Snapshot of the market
4[対面/face to face]：Basics of Stock Investing (3)
Investing for growth and income
5[対面/face to face]：Investment Strategies (1)
Technical analysis (SMA, MACD, Momentum, Volume and RSI)
6[対面/face to face]：Investment Strategies (2)
Technical analysis (Dow Theory)
7[対面/face to face]：Investment Strategies (3)
Ten challenges and opportunities for stock investors
8[対面/face to face]：Investment Strategies (4)
"The Intelligent Investor" by Benjamin Graham
9[対面/face to face]：Financial Assets (1)
Financial markets and institutions
10[対面/face to face]：Financial Assets (2)
Stocks and their valuations
11[対面/face to face]：Financial Assets (3)
Valuing constant growth stocks and non-constant growth stocks
12[対面/face to face]：Distribution to Shareholders
Dividends versus capital gains
13[対面/face to face]：Stock Market Discussion
Stock market booms and crashes
14[対面/face to face]：Final Exam & Wrap-up
Assessing the degree to which you understand the subject
授業時間外の学習（準備学習・復習・宿題等）Work to be done outside of class (preparation, etc.)
Read the chapters in the assigned reference book as well as textbook. Update and monitor your stock portfolio constantly. Preparatory study and review time for this class are 2 hours each.
テキスト（教科書）Textbooks
No textbook will be used
参考書References
Mladjenovic, Paul. Stock Investing For Dummies, 2016.
Graham, Benjamin. The Intelligent Investor: The Definitive Book On Value Investing , 2016 (Revised Edition).
Brigham, Eugene, Houston, Joel F. Essentials of Financial Management, 4th Edition, Cengage Learning Asia Pte Ltd, 2018.
成績評価の方法と基準Grading criteria
Students will be evaluated based on class participation (20%), portfolio report (40%), and one final exam (40%).
学生の意見等からの気づきChanges following student comments
Not applicable.
その他の重要事項Others
Preference will be given to students who have taken 'Foundations of Finance' because we will be utilizing knowledge of financial statement analysis and time value of money in this course.
Students who are interested in taking this course must attend the first week of class. A selection process will be conducted during the first week prior to the enrollment of this course.
Prerequisite
Foundations of Finance.