課程介紹
本課程將介紹股票的核心概念與投資方式(包括投資技巧)。除了股票外，本課程亦將選擇介紹其他的投資知識與載具，如：投資環境、風險與回報、利率、固定收入證券、債券估價、共同基金、投資組合管理、選擇權、商品期貨、或 金融期貨。 除此之外，本課程強調股票投資交易模擬實驗以及股票投資實作專題，實驗結果與實作成果將成為本課程學習成績的重要依據。
教科書:
1. Smart, S.B., and Zutter, C.J. (2020), Fundamentals of Investing 14/e (Global Edition), ISBN: 9781292316970, Pearson. (雙葉書廊總代理) http://www.yehyeh.com.tw/bookeng.aspx?mode=dbview&sysid=00107412
2. Additional materials announced in class.
2. Additional materials announced in class.
教學進度:
Course Content:
1 Stock Investment Overview
2 The Investment Environment
3 Securities Market and Transactions
4 Investment Information and Securities Transactions
5 Return and Risk (Supplement Materials: The time value of money)
6 Online Stock Investment Experiment
7 Portfolio Management
8 Common Stocks (Supplement Materials: Analyzing Common Stocks, Stock Valuation)
9 Stock Trading Systems & Simulation (Supplement Materials: Technical Analysis, Market Efficiency, and Behavioral Finance)
10 Online Stock Investment Experiment (Supplement Materials: Technical Analysis (Moving Average, K-Line, and more)
Optional Topics:
1 Fixed-Income Securities
2 Bonds Valuation
3 Mutual Funds
4 Options
5 Commodities
6 Financial Futures
1 Stock Investment Overview
2 The Investment Environment
3 Securities Market and Transactions
4 Investment Information and Securities Transactions
5 Return and Risk (Supplement Materials: The time value of money)
6 Online Stock Investment Experiment
7 Portfolio Management
8 Common Stocks (Supplement Materials: Analyzing Common Stocks, Stock Valuation)
9 Stock Trading Systems & Simulation (Supplement Materials: Technical Analysis, Market Efficiency, and Behavioral Finance)
10 Online Stock Investment Experiment (Supplement Materials: Technical Analysis (Moving Average, K-Line, and more)
Optional Topics:
1 Fixed-Income Securities
2 Bonds Valuation
3 Mutual Funds
4 Options
5 Commodities
6 Financial Futures
本課程不開放報名
