BX2031 - Personal Portfolio Management

Credit points:	03
Year:	2018
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 06-Dec-2018
Face to face teaching 24-Nov-2018 to 16-Dec-2018 (9-4pm Sat 24 Nov & Sun 25 Nov, 9-4pm Sat 8 Dec & Sun 9 Dec, 9-4pm Sat 15 Dec and 9-12midday 16 Dec 2018.)
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 22-Mar-2018
Coord/Lect:	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 51
Census Date 05-Apr-2018
Coordinator:	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%).
JCU Singapore, Internal, Study Period 53
Census Date 29-Nov-2018
Coordinator:	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%).

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.