The Level Two applied course allows second and third year students to manage the Wall Street West Financial Literacy Fund and explore higher order finance and investment concepts. Students gain the experience much like that of a buy side equity analyst. Each student is assigned a stock in the portfolio to monitor and give a monthly buy, sell or hold recommendation.
Topics covered include:
- Introduction to the Public Markets
- The Anatomy of the Public Company
- Introduction to financial statement,
- Balance sheet income statements
- Statement of Cash flow
- Financial Ratios
- Portfolio Construction
- Risk Assessment
- When to buy and when to sell a stock
- Attendance at the shareholder meetings of portfolio companies
By the conclusion of the program year, Level 2 Students are able to:
- Read and analyze a balance sheet and statement of cash flow for the purpose of buying or selling stock.
- Calculate a company’s expenses, earnings, financial ratio’s and profit margins
- Describe a company’s economic outlook for the year.
- Assess the value of potential investments.
- Articulate a buy/sell strategy
- Discuss how mergers and acquisitions, and capital raising impact stock prices.
- Explain risk management and diversification related to the Wall Street West Fund.