Course Intro
Course Plan
1. Upon completion of this course, students will be able to understand the uses of technology, theory, and research that can be applied to the practice of the investment market.
四、教學方式(Learning methods and activities)
1. Course readings-Students will be required to do extensive reading of the literature (textbooks) in investment field. Students will be asked to reflect on the literature (textbooks) and how it relates to their own experience in investment field.
2. Lecture-the instructor will present a focus lecture highlighting the major points from the relevant literature (textbooks) and professional experiences.
3. Collaborative learning-Following the focus lecture, students will meet in collaborative learning groups to discuss and analyze their research topic.
4. Class discussion-The instructor will then process students their reflections and collaborative learning group discussion.
5. Simulations.
6. Class presentations.
7. Visit a securities company.
五、成績評量及標準
1. Regular class attendance 20% A=90-99 Excellent
2. Class participation 10% B=80-89 Good
3. Group presentation 10% C=65-79 Fair
4.Term paper (simulation) 10% D=Less than 65 Poor
5. Final examination 60%
Textbooks
一、使用教材(書名、作者、出版社)Textbooks
1. 徐中琦(2007) 投資學, 滄海書局
2. 自編講義
二、參考書目(書名、作者、出版社)Reference books
經濟日報, 工商時報, 財訊快報, 姜太公秘笈, 股市策
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秘笈
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The concept of investing
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Stocks and bonds
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The markeyplace
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投資導論
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金融市場與投資工具
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風險與報酬
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ch.4 Portfolio的效率性
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第4週Market mechanics
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第5週 Fundamental analysis
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ch.7 產業分析
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ch.8財務報表分析
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ch.9 股價價值評估
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第8週 技術分析
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ch.10 技術分析
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第10週 股價指數
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第12週 投資組合
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ch.11債券
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ch.18 基金投資
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第13週-期貨投資
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ch.15 外匯投資
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ch,14 Options
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ch.16 Real estate
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ch.17 Golden investment
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ch.18 mutual funds
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選擇權口訣
Teacher / 姜傳益(退休)
Teacher / 企管系
Teacher / 商管院