Abstract
Portfolio analysis examines the risk and return of individual securities as well as collective effects in terms of risk and return of individual groups of securities taken together. Guided by the client's goals and preferences in terms of the relationship between risk and return, the categories of securities are determined, either individually or in appropriate combination, which can be considered in the concrete construction of a portfolio. Portfolio selection or construction represents a selection of specific securities to invest and determine the proportions between them in total investment in order to best suit the preferences of investors in terms of yield and risk. Portfolio selection particular must take into account the time of investment, given the state of the financial markets, and on the diversification of the portfolio, in terms of choice of those securities which, taken together, minimize risk for investors.
Highlights
Karakteristike hartija od vrednosti, njihovo vrednovanje kao i mogućnost utvrđivanja optimalnog portfolio na osnovu analiza i primenom principa diversifikacije daju analitičku osnovu za formulisanje glavnih investicionih strategija
Kako je svaka od navedenih strategija vezana za određenu vrstu hartija od vrednosti, to ce predmet analize ovog dela rada biti ograničen na razmatranje stilova i tehnika upravljanja portfolija sačinjenim od akcija i portfolija sačinjenim od obveznica
Every successful portfolio manager must take into account these facts
Summary
Ljiljana Berezljev, doc. dr Fakultet za projektni i inovacioni menadžment Beograd, Srbija. Apstrakt Portfolio analiza sagledava rizik i prinos pojedinih hartija od vrednosti kao i zbirne efekte u smislu rizika i prinosa pojedinih grupa hatrija od vrednosti uzetih zajedno. Rukovodeči se investitorovim ciljevima i preferencama u smislu odnosa izmedju rizika i prinosa, odredjuju se kategorije hartija od vrednosti, pojedinacno ili u odgovarajucoj kombinaciji, koje se mogu uzeti u razmatranje prilikom konkretne konstrukcije portfolio. Portfolio selekcija ili konstrukcija predstavlja odabir konkretnih hartija od vrednosti u koje treba investirati kao i odredjivanje proporcije izmedju njih u ukupnoj investiciji sa ciljem da se najbolje odgovari preferencama investitora u smislu prinosa i rizika. Portfolio selekcija posebno mora voditi racuna o vremenu investiranja, s obzirom na stanje finansijskog tržišta, i o diversifikaciji portfolia, u smislu izbora onih hartija koje uzete zajedno minimiziraju rizik za investitora. Kljucne riječi: Finansijska tržišta, portfolio, hartije od vrijednosti, investiranje
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