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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

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:
  • 30 hours workshops/Seminars
  • 8 hours - Self-directed/online activities
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:
  • 0 hours
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:
  • 30 hours workshops/Seminars
  • 8 hours - Self-directed/online activities
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.