BX2031 - Personal Portfolio Management

Credit points:	03
Year:	2013
Student Contribution Band:	Band 3
Administered by:	School of Business

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;
• develop investment strategies specific to investor requirements;
• 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.

Graduate Qualities

• 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 think critically, to analyse and evaluate claims, evidence and arguments, and to reason and deploy evidence clearly and logically;
• The ability to find and access information using appropriate media and technologies;
• The acquisition of coherent and disciplined sets of skills, knowledge, values and professional ethics from at least one discipline area;
• The ability to reflect on and evaluate learning, and to learn independently in a self directed manner;
• The ability to manage future career and personal development;
• The ability to speak and write clearly, coherently and creatively;
• The ability to generate, calculate, interpret and communicate numerical information in ways appropriate to a given discipline or discourse;
• The ability to communicate effectively with a range of audiences;
• The ability to work individually and independently;
• The ability to use online technologies effectively and ethically.

Prerequisites:	BX2014 OR CO2601 OR BU2004 OR CO2611
Inadmissible Subject Combinations:	CO3612

Availabilities
Townsville, Block, Study Period 3
Census Date 07-Feb-2013
Face to face teaching 19-Jan-2013 to 02-Feb-2013 (Classes held Sat 19 & Sun 20 January 9am-12 noon & 1pm-4pm; Mon 21, Wed 23; Tue 29 & Thurs 31 January 1pm-4pm; Sat 2 Feb 9am-12noon & 1pm-4pm; Final Exam Fri 8th Feb.)
Coord/Lect:	Dr Siqiwen Li.
Contact hours:	30 hours workshops/Seminars 8 hours - Self-directed/online activities
Assessment:	end of semester exam (70%); inclass quizz (15%); inclass quizz (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.