Graduate Investment Course Students Get Hands-on Experience

Tyler Van Stone-Charod Dodd-Loi Bailey

This past spring term, adjunct Charod Dodd, Ph.D., taught the graduate Investment Course, FIN 6310, which covers forms of investments such as corporate and municipal bonds, common stock, preferred stock, REITs, retirement accounts, etc. Dodd led his students in the practical application of managing two $100,000 portfolios, and at the end of the term, they compared the returns and theories used to set up and manage each portfolio. They also analyzed the risk and return, market conditions, and valuations in real-time based on the decisions each student is making. Multiple students outperformed market returns as noted in the following investment performance chart. 

 

Name

Beg. Net Worth

Ending Net Worth

% Return (Passive Portfolio)*

Market Return

(S4P500)***

Loi B.

$100,000

$115,517.23

15.52%

12.38%

Tara D.

$100,000

$112,055.56

12.06%

12.38%

Connor H.

$100,000

$110,928.11

10.93%

12.38%

Lisandro A.

$100,000

$110,366.72

10.37%

12.38%

Tyler Van S.

$100,000

$110,040.48,

10.04%

12.38%

Charod D.

$100,000

$109,886.60

09.89%

12.38%

Andrew C.

$100,000

$109,179.52

09.18%

12.38%

 

 

 

 

 

 

 

Name

Beg. Net Worth

Ending Net Worth

% Return (Active Portfolio)**

Market Return

(S4P500)***

Tyler Van S.

$100,000

$134,596.43

34.60%

12.38%

Lisandro A.

$100,000

$125,065.72

25.07%

12.38%

Connor H.

$100,000

$111,810.56

11.81%

12.38%

Loi B.

$100,000

$111,490.39

11.49%

12.38%

Andrew C.

$100,000

$109,404.42

09.40%

12.38%

Charod D.

$100,000

$105,732.87

05.73%

12.38%

Tara D.

$100,000

$96,968.97

-03.03%

12.38%

 

*Passive Portfolio is the buy and hold strategy of investing.

**Active Portfolio is the day trading strategy of investing.

***S&P500 had a 12.38% return over January 9th – April 18th

****Dow had a 11.23% return over January 9th – April 18th

****Nasdaq had a 14.96% return over January 9th – April 18th

Loi Bailey (BSBA ’17, MBA ’19) was the first place winner of the passive portfolios, and Tyler Van Stone (BSBA ’18) was the first place winner of the active portfolios. 

Van Stone stated that he had no experience in the market but was interested in investing for his personal finances. He is now considering a career in the field of finance and is more confident about valuing companies. Bailey, who also had no experience in the market, consistently expressed her appreciation for the in-class market discussions. 

Dodd brings research, theory, application, and practical experience to the course. He is very passionate about finance and makes the material digestible by relating corporate finance to personal finances.  Students have stated that they would recommend this course for every business major and non-business major. 

“I enjoy teaching this course and watching the growth in financial literacy displayed by each student,” Dodd said. “I have been able to grow the application and engagement in this course by including WSJ articles and the discussion of current market events.” 

Pictured from left to right are Tyler Van Stone, Dr. Dodd, and Loi Bailey

Charod Dodd, Ph.D., has years of experience in the finance industry and has published in the areas of Real Estate Finance, Behavioral Finance, Investments, and Corporate Finance. He has served as a finance professor for over 10 years, teaching graduate and undergraduate courses in finance, economics, management, statistics, and risk management insurance. Dodd has experience with distance learning courses, has taught internationally in Malaysia, Vietnam, and Saudi Arabia, and has been a guest speaker on local networks like Think Tech Hawaii, and continues to do financial literacy talks at universities, elementary and high schools, churches, and community organizations across the United States.