advances in Investment Analysis and Portfolio Management phần 1 pptx

... 2 010 Investment Analysis and Portfolio Management 7 1. Investment environment and investment management process Mini-contents 1. 1. Investing versus financing 1. 2. Direct versus indirect ... Holding period for investing in financial assets vary in very wide interval and depends on the investor’s goals and investment strategy. Investment Analysis and Portfolio Management 17 ... of financing are presented in Table 1. 1. Table 1. 1. Types of investing and alternatives for financing Types of investing in the economy Alternatives for financing in the economy Direct investing...

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... for investment portfolio formation Mini-contents 3 .1. Portfolio theory. 3 .1. 1. Markowitz portfolio theory. 3 .1. 2. The Risk and Expected Return of a Portfolio. 3.2. Capital Asset Pricing ... useful instrument for investment analysis and decision making in reality. As can be seen in Fig.3.5, Equation in formula 3.4 represents the straight line having an intercept of Rf and slope ... the modern portfolio theory is Harry Markowitz who introduced the analysis of the portfolios of investments in his article Portfolio Selection” published in the Journal of Finance in 19 52. The...

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... Investment Analysis and Portfolio Management 29 • Investment • Investment environment • Investment vehicles • Investment management process • Investment policy • Investment ... selling some assets in his portfolio and buying the Investment Analysis and Portfolio Management 19 funds are investing the funds according to a stated set of investment objectives in securities ... assets in which to invest and determining the proportions of these financial assets in the investment portfolio. Formation of diversified investment portfolio is the next step in investment management...

advances in Investment Analysis and Portfolio Management phần 3 docx

... Br A Investment Analysis and Portfolio Management 36 Variance and the standard deviation are similar measures of risk and can be used for the same purposes in investment analysis; ... market portfolio in the table: Rate of return Month Stock A Market portfolio 1 0,30 0 ,12 2 0.24 0,08 3 -0,04 -0 ,10 4 0 ,10 -0,02 5 0,06 0,08 6 0 ,10 0,07 Investment Analysis and Portfolio ... definition of return is the benefit associated with an investment. Many investments have two components of their measurable return: (1) a capital gain or Investment Analysis and Portfolio Management...

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... Ratio. Investment Analysis and Portfolio Management 71 4. Investment in Stocks Mini-contents 4 .1. Stock as specific investment. 4.2. Stock analysis for investment decision making. 4.2.3.E-I-C ... b) 10 0% invest in stock B; c) 50% in stock A and 50% in stock B; d) 20% invest in stock A and 80% in stock B e) 60% invest in stock A and 40% in stock B. 9. The following investment portfolios ... stock investor. Common stock value using DDM: V = D 1 / (1 + k) + D2 / (1 + k)² + … + Dn/ (1 + k)ⁿ = Σ Dt / (1 + k)t , (4.2) Investment Analysis and Portfolio Management 81 ...

advances in Investment Analysis and Portfolio Management phần 6 ppt

... 2 010 - 01- 01 2009- 01- 01 2008- 01- 01 2007- 01- 01 2006- 01- 01 LIQUIDITY RATIOS Current ratio 0. 81 0.99 1. 24 2.60 4.43 Quick ratio 0.39 0.45 1. 02 0.89 1. 61 PROFITABILITY ... the intrinsic value of stock is valuated at the same range as in the market and its current market price shows the intrinsic value. Investment Analysis and Portfolio Management 94 5. Investment ... average dividend income. Analysis of economic forecasting. Investors by forecasting changes in the macro economy and in interest rates endeavor to decrease the investment in stocks in the phases...

advances in Investment Analysis and Portfolio Management phần 7 ppt

... higher. Investment Analysis and Portfolio Management 11 2 The immunization is the strategy of immunizing (protecting) a bond portfolio against interest rate risk (i.e., changes in the general ... Yield-to-Maturity Investment Analysis and Portfolio Management 10 4 rates. At the macroeconomic level the relationship between the interest rate and the level of savings and investments, changes in government ... negative influence to the interest rates (from the investors in bonds position - decrease in interest rates): • Decrease in investments; • Increase in savings level; • Decrease in export; • Increase...

advances in Investment Analysis and Portfolio Management phần 8 ppt

... why. a) Increase in investments; b) Increase in savings level; c) Decrease in export; d) Decrease in import; e) Increase in government spending; f) Increase in Taxes. 6. Distinguish between ... price is 95 LT? Investment Analysis and Portfolio Management 12 4 regret and the seeking of pride can affect investors’ wealth in two ways: first, investors are paying more in taxes because ... Zero-coupon bonds Investment Analysis and Portfolio Management 11 4 6. The role of the bond ratings as the integrated indicator for the investor is important in the evaluation of yield and prices...

advances in Investment Analysis and Portfolio Management phần 9 docx

... Vorkink. (2006). Investor Overconfidence and Trading Volume // Review of Financial Studies, No 19 , p. 15 31- 1565. Investment Analysis and Portfolio Management ... 20 01, 25, p. 13 39 -13 66. 13 . Shapira, Zur, Itzhak Venezia (20 01) . Patterns of Behavior of Professionally Managed and Independent Investors. // Journal of banking and Finance, 20 01, 25, p. 15 73 -15 87. ... day Sunshine: Stock Returns and the Weather. // Journal of Finance, 2003, 58, p. 10 09 -10 32. Investment Analysis and Portfolio Management 13 0 However general level of optimism and pessimism...

advances in Investment Analysis and Portfolio Management phần 10 doc

... Investment Analysis and Portfolio Management 16 0 References and further readings 1. Arnerich, T., at al. (2007) Active .versus passive investment management: putting the debate into ... 0,30 46 ,10 Put 60 1, 25 56,25 Call 20 0,25 20,00 Investment Analysis and Portfolio Management 15 9 9. What changes in investor’s circumstances cause the rebalancing of the investment portfolio? ... factor in building such an optimal portfolio. Investors are looking to have in their portfolios asset classes that are Investment Analysis and Portfolio Management 16 3 Pn Face value (nominal...

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