Menu English Ukrainian russian Home

Free technical library for hobbyists and professionals Free technical library


Lecture notes, cheat sheets
Free library / Directory / Lecture notes, cheat sheets

Investments. Types of securities portfolios (most important)

Lecture notes, cheat sheets

Directory / Lecture notes, cheat sheets

Comments on the article Comments on the article

Table of contents (expand)

PORTFOLIO TYPES

Portfolio type - its properties based on the ratio of income and risk. An important feature of it is how the income is received: due to the growth of the exchange rate or current payments - dividends, interest.

The types of securities portfolios are classified according to the source of income. A growth portfolio is a company's share capital, the price of which is growing, and the receipt of dividends in a small amount. Aggressive growth portfolio. This type of portfolio is formed by stocks of fast-growing young companies. High degree of risk, but also high income. The portfolio of conservative growth consists of shares of large, steadily developing companies on the market, characterized by high, stable rates of growth in market value.

The composition of the portfolio is stable for a long time, investments are aimed at preserving capital. A medium growth portfolio is a fusion of the investment properties of aggressive and conservative growth portfolios, including long-term stable securities and risky equity instruments. Stability is provided by securities of conservative growth, and profitability - by securities of aggressive growth.

The income portfolio is made up of high current income of interest and dividend payments, is formed from income shares, i.e. shares characterized by a moderate increase in market value and high dividends, bonds and other securities, the investment composition of which is high current payments with a minimum degree of risk. The portfolio of regular income is formed from highly reliable securities in a stable company, brings an average income and constitutes a minimum degree of risk.

The portfolio of income securities is formed from high-yielding bonds of corporations, securities that bring high income with an average composition of the degree of risk. A portfolio of growth and income is compiled to avoid losses in the stock market, i.e. from a depreciation or low dividend and interest payments. The financial assets included in this portfolio bring an increase in capital value to the owner, while others - income. A dual-use portfolio consists of securities that generate high returns on growth of invested capital. These are securities of dual purpose investment funds. Companies issue their own shares of two types, the first bring high income, the second - capital gains. Balanced portfolios are made up of high-yielding stocks and high-yielding stocks. Portfolios include high-risk securities, they are formed from ordinary and preferred shares and bonds.

Author: Kuznetsova S.A.

<< Back: Portfolio return and risk

>> Forward: Portfolio management

We recommend interesting articles Section Lecture notes, cheat sheets:

Constitutional law of the Russian Federation. Lecture notes

Quality control. Crib

Finance and credit. Crib

See other articles Section Lecture notes, cheat sheets.

Read and write useful comments on this article.

<< Back

Latest news of science and technology, new electronics:

The existence of an entropy rule for quantum entanglement has been proven 09.05.2024

Quantum mechanics continues to amaze us with its mysterious phenomena and unexpected discoveries. Recently, Bartosz Regula from the RIKEN Center for Quantum Computing and Ludovico Lamy from the University of Amsterdam presented a new discovery that concerns quantum entanglement and its relation to entropy. Quantum entanglement plays an important role in modern quantum information science and technology. However, the complexity of its structure makes understanding and managing it challenging. Regulus and Lamy's discovery shows that quantum entanglement follows an entropy rule similar to that for classical systems. This discovery opens new perspectives in the field of quantum information science and technology, deepening our understanding of quantum entanglement and its connection to thermodynamics. The results of the study indicate the possibility of reversibility of entanglement transformations, which could greatly simplify their use in various quantum technologies. Opening a new rule ... >>

Mini air conditioner Sony Reon Pocket 5 09.05.2024

Summer is a time for relaxation and travel, but often the heat can turn this time into an unbearable torment. Meet a new product from Sony - the Reon Pocket 5 mini-air conditioner, which promises to make summer more comfortable for its users. Sony has introduced a unique device - the Reon Pocket 5 mini-conditioner, which provides body cooling on hot days. With it, users can enjoy coolness anytime, anywhere by simply wearing it around their neck. This mini air conditioner is equipped with automatic adjustment of operating modes, as well as temperature and humidity sensors. Thanks to innovative technologies, Reon Pocket 5 adjusts its operation depending on the user's activity and environmental conditions. Users can easily adjust the temperature using a dedicated mobile app connected via Bluetooth. Additionally, specially designed T-shirts and shorts are available for convenience, to which a mini air conditioner can be attached. The device can oh ... >>

Energy from space for Starship 08.05.2024

Producing solar energy in space is becoming more feasible with the advent of new technologies and the development of space programs. The head of the startup Virtus Solis shared his vision of using SpaceX's Starship to create orbital power plants capable of powering the Earth. Startup Virtus Solis has unveiled an ambitious project to create orbital power plants using SpaceX's Starship. This idea could significantly change the field of solar energy production, making it more accessible and cheaper. The core of the startup's plan is to reduce the cost of launching satellites into space using Starship. This technological breakthrough is expected to make solar energy production in space more competitive with traditional energy sources. Virtual Solis plans to build large photovoltaic panels in orbit, using Starship to deliver the necessary equipment. However, one of the key challenges ... >>

Random news from the Archive

Birth control pills affect fear 08.11.2023

Scientific discoveries are lifting the veil of mystery surrounding the effects of birth control pills on the brain and feelings of fear, according to a study by scientists from Canada. This discovery could significantly change our understanding of the relationship between hormonal changes caused by contraception and the brain structure responsible for the perception of fear.

Modern scientific theories claim that hormonal fluctuations in a woman's body during the menstrual cycle can affect the brain's ability to perceive fear. Researchers from Canada set out to better understand the effects of using combined oral contraceptives (COCs) by focusing on the effects of the synthetic sex hormones they contain on brain structure.

Currently, more than 150 million women worldwide use oral contraceptives, and COCs containing synthetic versions of estrogens and progestogens remain among the most popular. The study found that a region of the brain known as the ventromedial prefrontal cortex (vmPFC) was thinner in women who used COCs compared to a similar region in men.

It is important to note that these changes are reversible. Comparing data from participants who stopped taking COCs or never used them, the scientists concluded that the effect on brain structure was not permanent.

The researchers found that levels of both natural and synthetic sex hormones correlated with changes in vmPFC size and thickness, but this was only observed in women using oral contraceptives.

In addition, differences were identified in the structure of the region of the brain responsible for the reaction to fear in men and women, regardless of the use of contraception. This highlights the influence of natural sex hormones on the formation of brain structure.

Other interesting news:

▪ Wind turbine without blades

▪ Enabling and disabling gluttony

▪ SHARP Updates AQUOS LCD TV Lineup with 6 Models

▪ Mechanical hand can feel

▪ Identified the reason for the decrease in the brightness of the LEDs

News feed of science and technology, new electronics

 

Interesting materials of the Free Technical Library:

▪ section of the site Power supply. Article selection

▪ article Father of history. Popular expression

▪ article What is cuttlefish? Detailed answer

▪ article Tinsmith. Job description

▪ article Electronic biolocator. Encyclopedia of radio electronics and electrical engineering

▪ article Disappearance of pigeons. Focus Secret

Leave your comment on this article:

Name:


Email (optional):


A comment:





All languages ​​of this page

Home page | Library | Articles | Website map | Site Reviews

www.diagram.com.ua

www.diagram.com.ua
2000-2024