Title Biržoje prekiaujamų JAV akcijų fondų investicinio portfelio formavimas /
Translation of Title Formation of Investment Portfolio of Traded US Stock Funds in the Market.
Authors Vilimė, Margarita
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Pages 85
Keywords [eng] ETF ; investment portfolio ; investment portfolio construction models
Abstract [eng] More and more investors are interested in funds traded in market. Seeing that ETF has many advantages comparing with traditional investment funds there is a need to know more details about the funds management, features and benefits. In order to choose the best combination of ETF and formulate investment portfolio, must be analyzed results of ETF which will help to select different ETF sectors. The methods used: systematization and generalization of scientific literature, historical data analysis, data systematization, optimization. There is selected ETF from utility services, technology, consumption, industrial, health care services sectors. Aggressive portfolio is made by selected risky ETF, passive portfolio – low-risk or middle risk ETF. The first portfolio were formulated according to data of 2013-2015. Portfolio is optimized. Seeking to accept possible management decisions there was formulated the second portfolio according to data of 01 01 2016 -04 01 2016.
Dissertation Institution Šiaulių universitetas.
Type Master thesis
Language Lithuanian
Publication date 2016