| Abstract [eng] |
The master’s thesis formulates the problem of creating and controlling steps of investment portfolio while balancing investment return and risk, analyses and systematizes the theoretical principals of various Lithuanian and foreign author’s modern and traditional controls of investment portfolio, analyzes the functional-correlation relations of macroeconomic indicators with Lithuanian financial market. Based on the two investment portfolios formed: according to principals of fundamental analysis and H. Markowitz theory, the results indicated that it doesn’t matter what theory investor uses, owing to optimization calculating the optimum specific weight of capital in portfolio, there is a possibility to reach a higher profitability while the degree of risk remains in the same level. Consecutive completion of actions in every phase of investment process gave a positive result – the growth of investor’s capital. The results received can be significant for every investor while seeking to adopt the steps of investment portfolio control and while solving the problems of balancing of investment return and risk. The problems of investment portfolio, while seeking to balance investment return and risk, where analyzed in the article published in journal of scientific researches “Management”. |
