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Information
| Unit | CEYHAN VOCATIONAL SCHOOL |
| Code | MUV227 |
| Name | Investment Analysis and Portfolio Management |
| Term | 2026-2027 Academic Year |
| Semester | 3. Semester |
| Duration (T+A) | 2-0 (T-A) (17 Week) |
| ECTS | 3 ECTS |
| National Credit | 2 National Credit |
| Teaching Language | Türkçe |
| Level | Belirsiz |
| Type | Normal |
| Label | E Elective |
| Mode of study | Yüz Yüze Öğretim |
| Catalog Information Coordinator | Öğr. Gör. DİLEK NESRİN KONAKLI |
| Course Instructor |
The current term course schedule has not been prepared yet.
|
Course Goal / Objective
This course gives the related information to the students about the matters to be taken into consideration in making investment decisions and forming portfolio management. The aim of this course is having student able to evaluate the purposes and application process of investment tools in financial markets.
Course Content
Students will learn basic concepts of investment analysis and portfolio management, also they will learn the methods of giving dynamic investment decisions based on the market conditions .
Course Precondition
None
Resources
Mehmet Baha Karan, Yatırım Analizi ve Portföy Yönetimi, Gazi Kitabevi,
Notes
related current articles,
Course Learning Outcomes
| Order | Course Learning Outcomes |
|---|---|
| LO01 | will be able to express the basic concepts of investment analysis. |
| LO02 | will be able to express the basic concepts of portfolio management . |
| LO03 | will be able to evaluate different investment tools. |
| LO04 | will be able to analyze investment decisions based on the dynamic market conditions. |
| LO05 | To explain portfolio theory, security analysis and evaluation of portfolio performance. |
Relation with Program Learning Outcome
| Order | Type | Program Learning Outcomes | Level |
|---|---|---|---|
| PLO01 | Bilgi - Kuramsal, Olgusal | Refers to the knowledge and skills in a field that is built on the competencies gained in general or vocational secondary education and supported by courses at the secondary education level and application tools and equipment, and recognizes the basic concepts in the accounting profession. | 3 |
| PLO02 | Bilgi - Kuramsal, Olgusal | Expresses theoretical knowledge regarding accounting practices. | 4 |
| PLO03 | Bilgi - Kuramsal, Olgusal | Writes knowledge about accounting functions and the importance of accounting in management. | 3 |
| PLO04 | Bilgi - Kuramsal, Olgusal | Recognize the basic concepts of economy and stock market. | 5 |
| PLO05 | Bilgi - Kuramsal, Olgusal | Explain the characteristics of businesses operating in commercial life, list the importance of foreign trade in terms of the country's economy and businesses, and organize the documents used in commercial life. | 2 |
| PLO06 | Bilgi - Kuramsal, Olgusal | Rearranges the data required to solve accounting problems within businesses. | 4 |
| PLO07 | Bilgi - Kuramsal, Olgusal | Learns financial accounting information, selects the period and end-of-period transactions related to financial accounting theoretically and practically. | 4 |
| PLO08 | Bilgi - Kuramsal, Olgusal | Discusses the basic concepts of the business, its objectives and its relations with the environment, the functions of the business and the relations between them. | |
| PLO09 | Bilgi - Kuramsal, Olgusal | Recognize the Turkish Legal System and the commercial legislation to which the business is subject, selects the documents used in commercial life. | |
| PLO10 | Beceriler - Bilişsel, Uygulamalı | Have knowledge of basic economic principles and concepts, makes Social Security transactions and tax calculations, process accounting documents and prepare declarations. | |
| PLO11 | Beceriler - Bilişsel, Uygulamalı | Understands cost and finance information and tests the analysis of financial statements, organizes and interprets these analyses in a computer environment. | 5 |
| PLO12 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Prepares calculations in the professional and commercial field. | 4 |
| PLO13 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Performs independent learning in accounting-related fields and demonstrates that they can apply what they have learned. | 3 |
| PLO14 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | It can objectively evaluate and audit the performance of employees under its responsibility in the accounting environment. | 1 |
| PLO15 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | It can always identify situations that require learning by exchanging information, and thus gains the awareness of continuous learning. | 2 |
| PLO16 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Have basic and professional foreign language knowledge, use Turkish effectively in daily and professional fields. | |
| PLO17 | Yetkinlikler - Bağımsız Çalışabilme ve Sorumluluk Alabilme Yetkinliği | Operates internet technologies, office, computerized accounting software with knowledge of computer use in accounting environment. | 2 |
| PLO18 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | He/she is open to communication with his/her friends, superiors and the people and groups he/she serves and can work as a team. | |
| PLO19 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | Creates knowledge and awareness on occupational safety, occupational health and environmental protection issues related to the field of accounting. | |
| PLO20 | Yetkinlikler - İletişim ve Sosyal Yetkinlik | Creates knowledge and awareness of social responsibility, ethical values and social security rights in matters related to the field of accounting. |
Week Plan
| Week | Topic | Preparation | Methods |
|---|---|---|---|
| 1 | Definition of Investment | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2022, ISBN: 978-625-8275-27-8. Bölüm: 1 | Öğretim Yöntemleri: Alıştırma ve Uygulama |
| 2 | Basic Investment Concepts and Investment Decesion | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Bölüm: 1 | Öğretim Yöntemleri: Alıştırma ve Uygulama |
| 3 | Markets and Exchanges | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Bölüm: 2&3 | Öğretim Yöntemleri: Tartışma, Alıştırma ve Uygulama |
| 4 | Bond Valuation | related current articles, | Öğretim Yöntemleri: Tartışma, Alıştırma ve Uygulama |
| 5 | Stock Valuation | related current articles, | Öğretim Yöntemleri: Tartışma, Soru-Cevap |
| 6 | Option Theory | related current articles, | Öğretim Yöntemleri: Alıştırma ve Uygulama, Tartışma |
| 7 | Introduction to Portfolio Management | atırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2013, ISBN: 6053447450. Bölüm: 5 | Öğretim Yöntemleri: Alıştırma ve Uygulama |
| 8 | Mid-Term Exam | Ölçme Yöntemleri: Yazılı Sınav |
|
| 9 | Risk and Return | Yatırım Analizi ve Portföy Yönetimi, Prof. Dr. Mehmet Baha KARAN, Gazi Kitabevi, 2022, ISBN: 978-625-8275-27-8. Bölüm: 5 | Öğretim Yöntemleri: Alıştırma ve Uygulama, Soru-Cevap |
| 10 | Traditional Portfolio Analysis | Korkmaz, T., Aydın, N. , Sayılgan, G., (2019). Portföy Yönetimi. Eskişehir: Anadolu Üniversitesi Açık Öğretim Fakültesi.E-ISBN: 978-975-06-3128-3. Bölüm 3 | Öğretim Yöntemleri: Alıştırma ve Uygulama, Tartışma |
| 11 | Modern Portfolio Theory - Markowitz | Korkmaz, T., Aydın, N. , Sayılgan, G., (2019). Portföy Yönetimi. Eskişehir: Anadolu Üniversitesi Açık Öğretim Fakültesi.E-ISBN: 978-975-06-3128-4. Bölüm 4 | Öğretim Yöntemleri: Alıştırma ve Uygulama, Tartışma |
| 12 | Modern Portfolio Theory - Index Model | Korkmaz, T., Aydın, N. , Sayılgan, G., (2019). Portföy Yönetimi. Eskişehir: Anadolu Üniversitesi Açık Öğretim Fakültesi.E-ISBN: 978-975-06-3128-4. Bölüm 4 | Öğretim Yöntemleri: Alıştırma ve Uygulama, Soru-Cevap |
| 13 | Arbirtage Pricing Theory | related current articles, lecture notes | Öğretim Yöntemleri: Tartışma, Alıştırma ve Uygulama |
| 14 | Portfolio Analysis and Management | lecture notes | Öğretim Yöntemleri: Alıştırma ve Uygulama, Soru-Cevap |
| 15 | Portfolio Analysis and Management | lecture notes | Öğretim Yöntemleri: Alıştırma ve Uygulama |
| 16 | Term Exams | Ölçme Yöntemleri: Yazılı Sınav |
|
| 17 | Term Exams | Ölçme Yöntemleri: Yazılı Sınav |
Student Workload - ECTS
| Works | Number | Time (Hour) | Workload (Hour) |
|---|---|---|---|
| Course Related Works | |||
| Class Time (Exam weeks are excluded) | 14 | 2 | 28 |
| Out of Class Study (Preliminary Work, Practice) | 5 | 2 | 10 |
| Assesment Related Works | |||
| Homeworks, Projects, Others | 1 | 2 | 2 |
| Mid-term Exams (Written, Oral, etc.) | 1 | 15 | 15 |
| Final Exam | 1 | 20 | 20 |
| Total Workload (Hour) | 75 | ||
| Total Workload / 25 (h) | 3,00 | ||
| ECTS | 3 ECTS | ||