Portfolio Analysis
The aim:
1. To assess portfolio management processes in personal finance as well as the impact of possible risk factors on investment results.
Acquired knowledge:
1. To provide knowledge about the the necessary information for developing, implementing, and monitoring a successful investment program.
Acquired skills:
1. To develop students’ skills analysing and forecasting personal finances.
Acquired social skills:
1. To understand the assessment methods of financial decision results.
Course contents:
1. The Investment Environment.
2. Securities Markets and Transactions.
3. Investment Information and Securities Transactions.
4. Return and Risk.
5. The Time Value of Money.
6. Modern Portfolio Concepts.
7. Common Stocks.
8. Analyzing Common Stocks.
9. Stock Valuation.
10. Market Efficiency and Behavioral Finance.
11. Fixed-Income Securities.
12. Bond Valuation.
13. Mutual Funds and Exchange-Traded Funds.
14. Managing Your Own Portfolio.
15. Options: Puts and Calls.
16. Futures Markets and Securities.
Recommended reading:
1. Fundamentals of Investing, Global Edition, 13/E, Scott B. Smart, Lawrence J. Gitman, Michael D. Joehnk,, Pearson Higher Education. 2017