Students shall be able to do the following:

Knowledge

• Differentiate between active and passive portfolio management
• Compare fundamental and technical analysis
• Explain the difference between asset classes and investment instruments
• Describe how stock exchange trading under live conditions is done through the management of own wikifolios

Skills

• Implement and manage own wikifolios

Competencies

• Define own investment strategies (single or multi asset class) including investment objectives (risk/return), investment style (active/passive), and investment philosophy (fundamental/technical)
• Present own investment strategies and their results

Live portfolio management experience through the use, creation and implementation of Wikifolios.

Introduction presentation and video on Wikifolio website

Manfred Steiner (2017); Wertpapiermanagement: Professionelle Wertpapieranalyse und Portfoliostrukturierung

Benjamin Graham and David Dodd (2008); Security Analysis Sixth Edition (Security Analysis Prior Editions)

John J. Murphy; Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications

Thomas N. Bulkowski; Encyclopedia of chart patterns

Nathan Bell (2020); ETF investing: Create Passive Income And Retire Early With Etf Strategy