The Effect of the Combination of Different Methods of Stock Analysis on Portfolio Performance

Vesna  Trančar

Vesna Trančar

Keywords: Portfolio, stock analysis, portfolio manager, indicators, investment decisions, stock prices

Abstract

The literature that examines the stock analysis is often faced with the same questions: Which stock analyses should be chosen and which indicators of individual stock analyses give the best information on whether a particular stock should be included in the portfolio? How many indicators and which combination of indicators should you choose to forecast future stock prices as accurately as possible? Can investors use stock analyses to create such a portfolio to meet the investment expectations? The main purpose of this article is to use theoretical methodology to determine whether the use of a combination of indicators from different stock analyses has a positive impact on the profitability of the portfolio.

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Author Biography

Vesna Trančar

Šolski center Ptuj, Ptuj, Slovenia
E-mail: vesna.trancar@guest.arnes.si

Vesna Trančar graduated from the Faculty of Economics and Business in Maribor in 1995 and was employed in Comtron, Ltd., a computer company, in Maribor from 1995 to 1996. Since then, she has worked at the School Centre in Ptuj. She completed her teaching and adult education exams (1997), professional examinations (1999), and MBA in corporate finance and banking from the Faculty of Economics and Business in Maribor (2000). She participated in the stock market seminar at the Faculty of Economics and Business in Maribor in 2006 and completed her professional examinations on the Administrative Procedure Act in 2007. Since 2008, she has been the head of the school development team and a member of the expert group for the school’s development projects.

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