Pages: 163-167
Published: 30.05.2018
Abstract: The key issue in creating a portfolio is to find out the share of securities with different characteristics. For example, the basic principles of the formation of the classical conservative (low-risk) portfolio are the principle of conservatism, the principle of diversification and the principle of sufficient liquidity. The risk of losing a high risk portion of risk and reliability is likely to be offset by the loss of revenue from a reliable asset. Thus, the investment risk will not be a significant gain, and will not lose part of the principal amount. Naturally, no big gains can be expected without risk. However, practice shows that the majority of clients are satisfied with the high rate of profit of banks with a high level of risk, and they are reluctant to increase incomes with a high level of risk. Political instability, strikes, natural disasters and the launch of new transport routes bypassing the region can lead to a decrease in the share of all enterprises in the region. Statistical studies have shown that many stock markets can either grow or decrease simultaneously with this rule, although there are no explicit relationships between them, such as a single network or region. The other pair of securities, on the contrary, goes in the opposite direction. Of course, diversification between second-tier securities is good. Correlation analysis allows you to find the optimal balance between different types of securities in the portfolio, using this idea.
Key words: investments, portfolio investments, financial market, profit, stock market, securities, stocks, risk, income portfolio, growth portfolio.
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