Intro to Business
Session Date
Lesson Topic
Real Estate
Lesson Outline
We reviewed real estate listings near Jupiter Florida to understand factors driving value. We discussed square footage, number of floors, acreage, distance to water, and other factors.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Sofia was not interested in talking about anything related to math today. We had a hard time coming up with business concepts to discuss until we found real estate. She is interested in this and looked at factors influencing value.
Session Date
Lesson Topic
Options Theory and Derivatives
Lesson Outline
Today we reviewed the structure of options contracts on stocks and how the risk related to the reward and the leverage that options create.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden followed the concept of options well and we followed an actual trade during this class. He updated his portfolio tracking spreadsheet as well and is monitoring positions.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Bobby was absent today.
Session Minutes
60
Minutes Student Attended
0
Lesson Comments
Bobby did not respond to the Teams call today. I sent him a text around 12:45pm and he finally responded around 12:55pm saying he had to take his car to shop.
Session Date
Lesson Topic
Real Estate
Lesson Outline
Today we discussed commercial and residential real estate types and how they are affected by the pandemic.
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Ayden was engaged in our discussion today and offered logical reasoning for the changes in demand for different kinds of real estate during the pandemic.
Session Date
Lesson Topic
Sector Allocation Strategy
Lesson Outline
Ayden compared his portfolio to the S&P 500 Index in terms of sector allocation. We are working through the understanding of relative performance.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden did all of the spreadsheet updates himself today and has a general understanding of sector allocation.
Session Date
Lesson Topic
Sector Weighting and Portfolio Management
Lesson Outline
We discussed variation from S&P 500 Index sector weighting and how this affects the relative performance of a stock portfolio.
Session Minutes
60
Minutes Student Attended
45
Lesson Comments
Ayden arrived 15 minutes late (9:15am) for his 9:00am class today. We updated his portfolio with current market prices and discussed strategy for varying the portfolio from the S&P 500 Index.
Session Date
Lesson Topic
Intro to the FILM Business
Lesson Outline
Introduction to above the line and below the line filmmaking jobs/roles. Storytelling in cinema and activated storytelling in gaming comparisons. Innovations through math principles in CGI. Movie genres, Comedy, Horror, Action, Sci-Fi ~ we watched historical trailers by Hitchcock, Friedken and other directors in the Horror genre, then watched a NY Times round table of directors and actors talking about their work in film and how they got their first jobs.
Assignment
10 Genres 10 Movies
Session Minutes
60
Minutes Student Attended
60
Session Date
Lesson Topic
Sector Weighting / Portfolio Management
Lesson Outline
We worked on identifying the sector for all of Ayden's current stock holdings and determining the percentage weight of each position. We also used the Excel spreadsheet to calculate and track the overall sector weights in his portfolio.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was engaged and made all of the modifications and additions to the spreadsheet today. He has been enjoying the process including analysis of his stock holdings.
Session Date
Lesson Topic
Real Estate & Fixed Income
Lesson Outline
We discussed different types of real estate and how different factors influence values. We built a spreadsheet to differentiate each type of real estate and current conditions.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was engaged and contributed a great deal to our discussion on real estate. He intuitively understands some of the concepts we discussed and was quick to pick up other key factors.
Session Date
Lesson Topic
Technical analysis, options and the economy
Lesson Outline
We discussed call options strategies using technical analysis for timing entry. We also reviewed cryptocurrencies and other typical cross currency rates such as euros and yen.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was attentive and engaged in our discussions of currencies and options today. We reviewed the syllabus for remaining content through May and plan to continue with fixed income concepts in the next few classes.