BX2031 - Personal Portfolio Management

Credit points:	03
Year:	2015
Student Contribution Band:	Band 3
Administered by:	College of Business, Law & Governance

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 10
Census Date 10-Dec-2015
Face to face teaching 21-Nov-2015 to 07-Dec-2015 (Classes held: Sat 21 & Sun 22 Nov 9am-4pm; Fri 27 Nov 5pm-8pm; Sat 28 & Sun 29 Nov 9am-4pm; Fri 4 Dec 5pm-8pm; Mon 7 Dec 5pm-8pm; FINAL EXAM Wed 16 Dec 3pm-5pm.)
Coord/Lect:	Dr Marcus Smith.
Contact hours:	38 hours - Combined Lectures; Tutorials/Workshops; Lecturer directed activities.
Assessment:	end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%).
External, Study Period 1
Census Date 26-Mar-2015
Coordinator:	Dr Siqiwen Li
Lecturer:	Dr Marcus Smith.
Contact hours:	0 hours
Method of Delivery:	WWW - LearnJCU
Assessment:	end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%).
JCU Singapore, Internal, Study Period 52
Census Date 30-Jul-2015
Coordinator:	Dr Marcus Smith
Contact hours:	38 hours - Combined Lectures; Tutorials/Workshops
Assessment:	end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%).
Restrictions:	An enrolment quota applies to this offering.

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.