Course Name Code Semester T+U Hours Credit ECTS
Portfolio Analysis ISL 443 7 2 + 0 2 5
Precondition Courses
Recommended Optional Courses
Course Language Turkish
Course Level Bachelor's Degree
Course Type Optional
Course Coordinator Arş.Gör.Dr. MUSTAFA KOÇ
Course Lecturers Arş.Gör.Dr. MUSTAFA KOÇ,
Course Assistants Res.Asst.Feyyaz ZEREN
Course Category
Course Objective Introducing fundamentals of portfolio management , training students for the skills of implementing the necessary practices.
Course Content Fundamental knowledge of financial markets and instruments, trading process in financial markets, valuation, risk, return and portfolio management. A virtual portfolio project based on these knowledge.
# Course Learning Outcomes Teaching Methods Assessment Methods
1 is informed of financial assets and types of financial assets Lecture, Discussion, Drilland Practice, Testing, Homework,
2 is informed of finance houses Lecture, Discussion, Drilland Practice, Testing, Homework,
3 is informed of how to invest in financial assets and the investment process Lecture, Discussion, Drilland Practice, Testing, Homework,
4 is informed of forming and managing portfolios Lecture, Discussion, Drilland Practice, Testing, Homework,
Week Course Topics Preliminary Preparation
1 Financial markets/ capital markets/ stock markets/ derivatives markets/ SPK/ IMKB/ VOB
2 Tangible assets/ common stocks/ portfolio/ treasury bond/ invest fund
3 Portfolio concept/ Traditional portfolio theory/ modern portfolio theory
4 Efficient market theory/ Basic analyse/ Tecnhic analyse
5 Intro to Markowitz portfolio theory
6 Measurement of income and risks of portfolio
7 Forming a portfolio from two assets
8 Capital Asset Pricing Model ( CAPM)
9 CAPM
10 Arbitrage Pricing Model
11 Evaluating portfolio performance
12 Evaluating portfolio performance
13 International Diversification
14 Overall Evaluation
Resources
Course Notes
Course Resources
Order Program Outcomes Level of Contribution
1 2 3 4 5
1 Gains the required knowledge in production, marketing, management , accounting and finance. X
2 Can work in teams and share information with team members in tasks of production, marketing, management, accounting and finance. X
3 Identifies and analyzes problems also offers solutions in tasks of production, marketing, management, accounting and finance. X
4 Contributes to projects, takes responsibility and conduct researches in tasks of production, marketing, management, accounting and finance. X
5 Can define goals and objectives of organization in tasks of production, marketing, management, accounting and finance. X
6 Questions the acquired knowledge in tasks of production, marketing, management, accounting and finance. X
7 Believes to adapting new situations and meets the requirements of new tasks of production, marketing, management, accounting and finance. X
8 Can transfer knowledge and recommendations in tasks of production, marketing, management, accounting and finance via using necessery communication tools and a foreign language effectively . X
9 Open to occupational cooperation and sharing in tasks of production, marketing, management, accounting and finance. X
10 Can use necessary information systems in tasks of production, marketing, management, accounting and finance. X
11 Behaves in accordance with social and occupational ethic values in tasks of production, marketing, management, accounting and finance. X
12 Analyses and carries out relations with stake holders in tasks of production, marketing, management, accounting and finance. X
13 Follows the innovations and encourages team members in tasks of production, marketing, management, accounting and finance. X
14 Questions the position of the organization and offers suggestions in tasks of production, marketing, management, accounting and finance. X
16
Evaluation System
Semester Studies Contribution Rate
1. Ara Sınav 85
1. Kısa Sınav 5
2. Kısa Sınav 5
3. Kısa Sınav 5
Total 100
1. Yıl İçinin Başarıya 50
1. Final 50
Total 100
ECTS - Workload Activity Quantity Time (Hours) Total Workload (Hours)
Course Duration (Including the exam week: 16x Total course hours) 16 3 48
Hours for off-the-classroom study (Pre-study, practice) 16 3 48
Mid-terms 1 2 2
Performance Task (Laboratory) 1 32 32
Final examination 1 3 3
Total Workload 133
Total Workload / 25 (Hours) 5.32
dersAKTSKredisi 5