BX2031 - Personal Portfolio Management

Credit points:	03
Year:	2010
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
Inadmissible Subject Combinations:	CO3612

Availabilities
Townsville, Block, Study Period 3
Census Date 21-Jan-2010
Face to face teaching 19-Jan-2010 to 13-Feb-2010 (19/1 6-9pm; 21/1 6-9pm; 23/1 2-5pm, 25/1 & 28/1 6-9pm, 30/1 2-5pm, 2/2 & 4/2 6-9pm , 6/2 2-5pm, 9/2 & 11/2, 6-9pm; 13/2 2-5pm; exam 20/2 6-9pm DA027-003)
Coord/Lect:	Assoc. Professor William Alison.
Contact hours:	40 hours practicals - Lectorials
Assessment:	end of semester exam (70%); (30%).

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.