Portfolio Analysis

Dokumenty

Portfolio Analysis

Program:  Bachelor of Business and Administration (Specialisations: Business, Finance, Governance)
ECTS:  5
Lecturer:  Mariusz Dybał
Email:  mariusz.dybal@uwr.edu.pl

Type:  Compulsory
Level:  Elementary

Lecture
Number of hours:  2h X 8 weeks = 16 hours (1 semester)

Classes
Number of hours:  2h X 7 weeks = 14 hours (1 semester)

Biography of the Professor
Mariusz Dybał graduated from Wroclaw University of Economics (2002). Defended a doctoral dissertation at the University of Szczecin (2008). Since 2008 Assistant professor at the Institute of Economic Sciences, University of Wroclaw. Author of academic publications on pension systems, financial markets, economic analysis. Promoted dozens of undergraduate and postgraduate students. Visiting Professor at Piraeus University of Applied Sciences, Sankt Petersburg State University, Siauliai University, Duale Hochschule Baden-Württemberg Villingen-Schwenningen, Julius-Maximilians Universitat Wurzburg, Universidad Pablo de Olavide. Conducts research mainly on the efficiency and stability of pension systems. Deputy Chief Editor of the scientific quarterly of Ekonomia – Wroclaw Economic Review. Editorial board member of: Journal of Applied Research Review; Public Governance, Administration and Finances Law Review; Journal of Young Scientists; Studenckie Prace Prawnicze, Administratywistyczne i Ekonomiczne. Performer of research grants obtained from: Scientific Research Committee, University of Wrocław, National Science Center, European Union. Organizer and Chairman of the Old-age security International Conference.

Requirements for passing a course
There will be a case study every week covering the material for that week. Each student is asked to solve case application.

Exam questions
The Investment Environment 
Securities Markets and Transactions 
Investment Information and Securities 
Transactions
Return and Risk  
The Time Value of Money 
Modern Portfolio Concepts  
Common Stocks 
Analyzing Common Stocks 
Stock Valuation 
Market Efficiency and Behavioral Finance 
Fixed-Income Securities 
Bond Valuation 
Mutual Funds and Exchange-Traded Funds 
Managing Your Own Portfolio 
Options: Puts and Calls 
Futures Markets and Securities 
Investing in Preferred Stocks 
Tax-Advantaged Investments 
Real Estate and Other Tangible Investments

Sources
Fundamentals of Investing, Global Edition, Scott B. Smart, Lawrence J. Gitman, Michael D. Joehnk, Pearson Higher Education.

Projekt “Zintegrowany Program Rozwoju Uniwersytetu Wrocławskiego 2018-2022” współfinansowany ze środków Unii Europejskiej z Europejskiego Funduszu Społecznego

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