BX2031 - Personal Portfolio Management
| Credit points: | 03 |
| Year: | 2017 |
| 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) AND (BU1007 OR BU1807 OR BU1010 OR MA1401) |
| Inadmissible Subject Combinations: | CO3612 |
Availabilities | |
| Townsville, Block, Study Period 10 | |
| Census Date 07-Dec-2017 | |
| Face to face teaching 25-Nov-2017 to 11-Dec-2017 (9-4pm Sat 25 Nov & Sun 26 Nov, 5-8pm Fri 1 Dec, 9-4pm Sat 2 Dec & Sun 3 Dec, 5-8pm Fri 8 Dec & Mon 11th Dec 2017) | |
| Coord/Lect: | Dr Marcus Smith. |
| Contact hours: |
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| Assessment: | end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%). |
| External, Study Period 1 | |
| Census Date 23-Mar-2017 | |
| Coord/Lect: | Dr Marcus Smith. |
| Contact hours: |
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| 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 10-Aug-2017 | |
| Coordinator: | Dr Marcus Smith |
| Contact hours: |
|
| Assessment: | end of semester exam (50%); online quiz (15%); online quiz (15%); mid-term quiz (20%). |
| JCU Singapore, Block, Study Period 57 | |
| Census Date 07-Dec-2017 | |
| Face to face teaching 07-Oct-2017 to 01-Nov-2017 | |
| Coordinator: | Dr Marcus Smith |
| Contact hours: |
|
| 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.