eBook[PDF]

Fundamentals of Investments 9th Edition By Bradford Jordan, Thomas Miller, Steven Dolvin

$30.00

✓ Secure checkout

✓ Instant digital download

✓ PDF document

Document details

Pages: 753
File size: 21.59 MB
Format: Digital PDF
Course: Business
Category: eBook[PDF]

About this ebook

Fundamentals of Investments: Valuation and Management (9th Edition) by Bradford Jordan, Thomas Miller, and Steven Dolvin is structured into 21 chapters across 7 distinct parts. The textbook focuses heavily on the practical application of investment theory, balancing core essentials with security analysis and portfolio management. [1, 2, 3, 4, 5]

The detailed breakdown of topics covered in the 9th edition consists of the following chapters:

🗒 Part 1: Introduction & Investment Foundations

Chapter 1: A Brief History of Risk and Return – Explores historical market returns, inflation impacts, and the foundational relationship between risk and reward. [1, 2]
Chapter 2: The Investment Process – Discusses investor strategies, broker disclosures, asset allocation, robo-advisors, and margin accounts. [1, 2, 3, 4, 5]
Chapter 3: Overview of Security Types – Details the classifications of major financial assets, including equity, interest-bearing, and derivative securities. [1, 2]
Chapter 4: Mutual Funds, ETFs, and Other Investment Companies – Analyzes fund costs, front-end loads, 12b-1 fees, hedge funds, and exchange-traded fund dynamics. [, 2]

📈 Part 2: Stock Markets & Equity Analysis

Chapter 5: The Stock Market – Examines how equity trading venues operate, market indicators, and trade mechanics. [1, 2]
Chapter 6: Common Stock Valuation – Covers dividend discount models, sustainable growth rates, and basic fundamental evaluation methods. [1, 2]
Chapter 7: Stock Price Behavior and Market Efficiency – Details the Efficient Market Hypothesis (EMH) and empirical market behavior anomalies. [1, 2]
Chapter 8: Behavioral Finance and the Psychology of Investing – Breaks down cognitive biases, emotional traps, and behavioral impacts on asset prices. [1, 2]

📊 Part 3: Interest Rates & Fixed Income Securities

Chapter 9: Interest Rates – Analyzes money market instruments, yield curves, and macroeconomic rate determinants.
Chapter 10: Bond Prices and Yields – Explores bond valuation, yield to maturity (YTM), and interest rate volatility risk. [1, 2]

🌟 Part 4: Portfolio Management & Theory

Chapter 11: Diversification and Risky Asset Allocation – Introduces Markowitz portfolio diversification, correlation, and optimal portfolio frontiers.
Chapter 12: Return, Risk, and the Security Market Line – Covers systematic vs. unsystematic risk, the Capital Asset Pricing Model (CAPM), and beta.
Chapter 13: Performance Evaluation and Risk Management – Breaks down alpha, the Sharpe ratio, the Treynor index, and Jensen’s measure to judge fund managers. [1, 2]

💡 Part 5: Derivative Securities

Chapter 14: Futures Contracts – Introduces clearinghouse functions, hedging, and speculation mechanics in futures markets.
Chapter 15: Stock Options – Examines call and put option basics, option payoffs, and basic options trading strategies.
Chapter 16: Option Valuation – Focuses on the Black-Scholes model, put-call parity, and option intrinsic values. [1, 2]

🔍 Part 6: Topics in Fixed Income & Advanced Security Analysis

Chapter 17: Projecting Cash Flows and Valuing Stock – Details corporate financial modeling, free cash flow models, and relative valuation multipliers.
Chapter 18: Corporate Bonds – Explores default risk, credit ratings, corporate bond indentures, and corporate yield spreads.
Chapter 19: Government Bonds – Focuses on Treasury auctions, municipal debt, agency bonds, and sovereign risk.

➡️ Part 7: Topics in Derivative & Portfolio Management

Chapter 20: Mortgage-Backed Securities – Introduces prepayment risk, collateralized mortgage obligations (CMOs), and structural securitization.
Chapter 21: Financial Engineering and Structured Products – Evaluates exotic derivatives, risk management customization, and synthetic securities. [1]