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BX2031 - Personal Portfolio Management
| Credit points: | 3 |
| Year: | 2014 |
| Student Contribution Band: | Band 3 |
| Administered by: | School of Business (pre 2015) |
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 |
| Inadmissible Subject Combinations: |
CO3612 |
Availabilities |
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| Townsville, Block, Study Period 3 | |
| Census Date 06-Feb-2014 | |
| Face to face teaching 31-Jan-2014 to 15-Feb-2014 (Classes held: Fri 31 January 5pm-8pm; Sat 1 & Sun 2 February 11am-4pm; Fri 7 Feb 5pm-8pm; Sat 8 & Sun 9 Feb 11am-4pm; Fri 14 Feb 5pm-8pm; Sat 15 Feb 11am-4pm; FINAL EXAM Tues 18 Feb 3pm-5pm.) | |
| Coordinator: | Professor Lyndal Drennan, Dr Siqiwen Li |
| Lecturers: | <Person not found>, Dr Siqiwen Li. |
| Workload expectations: |
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| Assessment: | end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%). |
| External, Study Period 1 | |
| Census Date 27-Mar-2014 | |
| Coordinator: | Professor Lyndal Drennan, Dr Siqiwen Li |
| Lecturer: | <Person not found>. |
| Workload expectations: |
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| Method of Delivery: | WWW - LearnJCU |
| Assessment: | end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%). |
| Townsville, Block, Study Period 10 | |
| Census Date 11-Dec-2014 | |
| Non-standard start/end 22-Nov-2014 to 09-Jan-2015 | |
| Face to face teaching 22-Nov-2014 to 08-Dec-2014 (Classes held: Sat 22 & Sun 23 Nov 9am-4pm; Fri 28 Nov 5pm-8pm; Sat 29 & Sun 30 Nov 9am-4pm; Fri 5 Dec 5pm-8pm; Mon 8 Dec 5pm-8pm; FINAL EXAM Wed 17 Dec 3pm-5pm.) | |
| Coordinator: | Professor Lyndal Drennan |
| Lecturers: | Dr Siqiwen Li, Dr Marcus Smith. |
| Workload expectations: |
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| 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.