[투자론] 적금의 금리와 주식투자 포트폴리오 수익률 비교(영문)

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레포트 > 경제경영계열
2011.02.07
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[투자론] 적금의 금리와 주식투자 포트폴리오 수익률 비교(영문)

투자계획 및 투자분석

포트폴리오 구성 - 포트폴리오 구성 기업 기대수익 - 포트폴리오와 주가지

[투자론, 증권투자론] 투자론 요점정리 서브노트

투자론-2021년 하반기 수익률 측면 추천 주식과 추천 및 그 이유를 서술하시오 (Topdown방식 서술, 이유는 본인의 생각이 중요)

모의투자보고서

20년 5월 모의투자 보고서 (경영학과 투자론 과제-반도체섹터)

[경영]국제투자론-CAPM

소개글

[투자론] 적금의 금리와 주식투자 포트폴리오 수익률 비교(영문)에 대한 자료입니다.

1. Introduction
2. Body
1. The Prediction of Kospi (2010 3/4, 4/4, 2011)

2. Investment for Saving account of annuity
1. Instruction of financial institution

2. The reason we choose the minor financial institution.
3. Invest on Stock market
3. Conclusion

Finally, we found out the result as below.
1. The result by installment savings (After 1 year)
= (750,000 * 12) + {750,000 * 12(12+1)/2 * 6.2/12} = \9,302,250 (Earnings Before Tax)

2. The result by stock investment (After 1 year)
= 750,000 + (750,000 * 1.95) = \10,462,500
Consequently, the result was below of our expectation. The rate of return was little bit of higher than the installment savings. If we were in the real situation, we must be chosen the installment saving because we are risk averts.

3. Conclusion
When we finish calculating the evaluation of our own portfolio, we were complicated about the result because it was hard to deal with and also much smaller than our expectation, so we tried to find the problem on our calculation, but, we couldn’t find that.
We used the Excel for calculation Beta, expected returns, and CAPM. We think it is much more accurate than that we calculate by our own method.
Finally, we concluded that the portfolio which assumed following market risk and expected returns is so complicated for beginner to invest the stock like us, so we just invest for the account as we can expect safe and specific fixed interest rate.

4. Reference

본문내용

To be specific, we can explain about the expectation of 3/4 2010 by using following reasons. The first reason is that the East Asia’s market momentum including South Korea is reduced. Secondly, this is because the warning for China’s the policy of retrenchment. Final and important reason is that the investors still worry about what’s going on the Unites States market and EU’s market. In addition, Korea’s Stock market will be influenced by North Korea’s movement like recent days. If the EU’s financial crisis and North Korea’s threat keep going, we can’t expect exactly for future, so this is big concern about Korea’s Stock market.

Finally, we can expect carefully about the Korean market on 2011. Kospi will follow the momentum for market as a positive effects or riding of increasing period. Moreover, the investment for Bonds might be changed to the investment for Stocks including individual investors’ money. The most important reason is that the people can expect highly for that the United States’ market will be alive or boomed up.

2. Investment for Saving account of annuity
1. Instruction of financial institution

참고문헌

4. Reference
1. Tour plan – www.hanatour.com
2. www.yahoo.com – finance
3. www.seri.org
4. www.paxnet.moneta.co.kr
5. 2010 financial movement report by Hana financial research center.

#주식투자 #수익률 #투자론 #주식 #투자

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