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BX2031 - Personal Portfolio Management

Credit points: 3
Year: 2019
Student Contribution Band: Band 3
Administered by: College of Business, Law & Governance

Investment portfolio and risk management at an individual investor level, including the use of hedging tools, fundamental and technical analysis.

Learning Outcomes

  • analyse the performance of an investment portfolio;
  • determine the intrinsic value of individual securities and investment portfolios;
  • explain the relationships and analyse the impact of changes in major variables on an investment;
  • use financial derivatives and other risk management tools to reduce risk exposure;
  • develop investment strategies specific to investor requirements and targets.
Prerequisites: (BX2014 OR CO2601 OR BU2004 OR CO2611) AND (BU1007 OR BU1807 OR BU1010 OR MA1401)
Inadmissible
Subject
Combinations:
CO3612

Availabilities

Townsville, Block, Study Period 10
Census Date 12-Dec-2019
Face to face teaching 30-Nov-2019 to 22-Dec-2019 (9-4pm Sat 30 Nov & Sun 1st Dec; 9-4pm Sat 14 & Sun 15 Dec; 9-4pm Sat 21 Dec; 9-2pm Sun 22 Dec)
Coordinator: Dr Marcus Smith
Lecturers: Dr Marcus Smith, Dr Li Xian Liu.
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 38 hours - Combined Lectures; Tutorials/Workshops; Lecturer directed activities.
  • assessment and self-directed study
Assessment: end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%).

External, Study Period 1
Census Date 28-Mar-2019
Coord/Lect: Dr Li Xian Liu.
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 0 hours
  • assessment and self-directed study
Method of Delivery: WWW - LearnJCU
Assessment: end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%).

JCU Singapore, Internal, Study Period 52
Census Date 08-Aug-2019
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 38 hours - Combined Lectures; Tutorials/Workshops; Lecturer directed activities.
  • assessment and self-directed study
Assessment: end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%).

Note: Minor variations might occur due to the continuous Subject quality improvement process, and in case of minor variation(s) in assessment details, the Subject Outline represents the latest official information.