ETF’s & Portfolio Construction
UCSB Econ x499.10
Course Description
Exchange Traded Funds are fast becoming a preferred way to participate in a widening variety of investments. ETF’s are said to offer the best of both worlds; the intra-day trading of individual stocks with the convenience and pooled investment approach of mutual funds. All at a significantly reduced cost! This course will explore the various types of ETF’s and how they can be used to construct a new portfolio as well as help diversify an existing one. Students will receive hands on experience in navigating this at times confusing landscape, how to analyze and select between competing programs, along with a realistic view of ETF’s pro’s and cons.
WHAT YOU WILL LEARN IN ETF’S & PORTFOLIO CONSTRUCTION UCSB Econ x499.10:
By the end of this course you will be able to:
- Apply business cycle theory to identify investment opportunities
- Understand basic concepts of “Top-Down” portfolio construction
- Analyze existing portfolios to identify gaps and concentrations, and how to address them
WHAT MITCHELL KAUFFMAN BRINGS TO ETF’s & PORTFOLIO CONSTRUCTION (UCSB Econ x499.10):
The innovative portfolio strategies that Professor Mitch Kauffman employed during his 35+ years as a Certified Financial Planner™ helped effectively manage client investments toward their portfolio growth goals and risk parameters.