本課程旨在研習證券市場內各項投資工具，瞭解相對應之理論架構與實證結果，進而建構適當之投資組合，得以執行較佳之投資決策。本課程涵蓋下列主題：（1）投資組合理論、（2）股票評價與績效評估、（3）固定收益證券、（4）期貨與選擇權、以及（5）投資心理學。 注意：投資之目的在於退休後有較佳之生活保障，而不在於創造財富。本課程提供修習者於面對瞬息萬變的投資環境下，建立一個正確且長久的投資觀念與架構，故就管理個人投資組合之目的來看，應是具價值性。然而，在股票投資方面，本課程僅能提供選取股票之原則與工具，著重於風險降低，而無法報名牌給你(stock picking)。This course aims to study various investment tools in the securities market, understand the corresponding theoretical structure and practical results, and then build appropriate investment combinations to implement better investment decisions. This course covers the following topics: (1) reasonable discussion of investment groups, (2) stock evaluation and performance evaluation, (3) fixed income securities, (4) futures and choice rights, and (5) investment psychology. Note: The purpose of investment is to have a better living security after retirement, not to create wealth. This course provides practitioners with the ability to establish a correct and long-term investment concept and structure in the face of a rapidly changing investment environment, so it should be valuable in terms of the purpose of managing personal investment combinations. However, in terms of stock investment, this course only provides principles and tools for stock selection, focusing on reducing risks and not being able to register famous brands to you (stock picking).
The topics covered in this course will follow the major structure of the textbook that supply you the classical learning aids and convenience. The first part of the class will cover the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Fixed income securities will be learned in the last part of the class. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.
The topics covered in this course will follow the major structure of the textbook that supply you the classical learning aids and convenience. The first part of the class will cover the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Fixed income securities will be learned in the last part of the class. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.
謝劍平，2016，現代投資學-分析與管理，增修版，智勝書局，台北。
Xie Liuping, 2016, Modern Investment Science-Analysis and Management, Revised Edition, Intelligent Book Bureau, Taipei.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中考期中考 Midterm exam |
35 | 11月16日 |
| 期末考期末考 Final exam |
35 | 1月18日 |
| 課堂心得報告課堂心得報告 Classroom experience report |
20 | |
| 出席出席 Attend |
10 |
