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

Vesna   Trančar

Vesna Trančar

Ključne besede: portfelj, analiza portfelja delnic, upravljalec portfelja, kazalniki analiz delnic, investicijsko odločanje, cena delnice

Povzetek

V literaturi, v kateri so bile proučevane analize delnic, se pogosto srečujemo z istimi vprašanji: Katero od naštetih analiz delnic izbrati, kateri kazalniki posamezne analize delnic dajejo najboljše informacije o tem, ali določeno delnico vključiti v portfelj ali ne? Koliko kazalnikov in katero kombinacijo med njimi izbrati, da bodo napovedi prihodnjega gibanja cen delnic čim bolj natančne? Ali lahko investitorji z analizami delnic oblikujejo takšen portfelj, da bo izpolnil njihova naložbena pričakovanja? Glavni namen članka je, da z metodologijo, ki smo jo predstavili v teoretičnem delu, preverimo, ali uporaba kombinacije kazalnikov različnih analiz delnic pozitivno vpliva na donosnost portfelja ali ne.

Prenosi

Biografija avtorja

Vesna Trančar

Šolski center Ptuj, Ptuj, Slovenija
E-pošta: 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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