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BX2031 - Personal Portfolio Management

Credit points: 3
Year: 2012
Student Contribution Band: Band 3
Administered by: School of Business

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 a portfolio;
  • determine the intrinsic value of individual securities and portfolios;
  • develop strategies specific to investor requirements;
  • explain the relationships and analyse the impact on an investment of changes in major variables;
  • use derivatives and other available tools to reduce risk exposure.

Graduate Qualities

  • The ability to think critically, to analyse and evaluate claims, evidence and arguments;
  • The ability to adapt knowledge to new situations;
  • The ability to define and to solve problems in at least one discipline area;
  • The ability to communicate effectively with a range of audiences;
  • The ability to speak and write logically, clearly and creatively;
  • The ability to calculate, produce, interpret and communicate numerical information;
  • The ability to select and use appropriate IT tools;
  • The ability to access and employ online technologies effectively;
  • A coherent and disciplined body of skills, knowledge, values and professional ethics in at least one discipline area;
  • The ability to use a variety of media and methods to retrieve, analyse, evaluate, organise and present information;
  • The ability to reflect on and evaluate learning processes and products;
  • The ability to learn independently and in a self-directed manner;
  • A commitment to lifelong learning and intellectual development.
Prerequisites: CO2601 OR BU2004 OR CO2611


Townsville, Study Period 3, Block
Census Date 02-Feb-2012
Face to face teaching 17-Jan-2012 to 11-Feb-2012 (Classes held 17 & 19 January 6pm-9pm; 21 January 2pm-5pm; 24 & 26 January 6pm-9pm; 28 January 2pm - 5pm; 31 January & 2 February 6pm -9pm; 4 Feb 2pm-5pm; 7 & 9 Feb 6pm-9pm; 11 Feb 2pm-5pm; Final Exam 18th Feb)
Coordinator: <Person not found>
Workload expectations:
  • 38 hours workshops/Seminars - Lectorials
Assessment: end of semester exam (70%); (15%); (15%).
Special Assessment Requirements: Students must obtain a final mark of at least 50% to pass the subject, and must obtain at least an average of 50% over all invigilated components to pass the subject.

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.