基于基本面分析的投资组合构建研究

R. M.
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引用次数: 1

摘要

经济衰退期使散户投资者开始考虑自己的投资计划。为了帮助散户投资者,研究者进行了这项研究。投资一家财富公司,基本面分析是一个良好的开端。散户投资者不能在没有对公司进行任何分析的情况下做出错误的决定。基本面分析完全基于公司的财务业绩。财务业绩分析可以帮助最初的投资者对公司产生印象,并可能影响他们对公司的投资。研究人员选取了三个行业作为研究对象,即使在经济衰退时期,这一比例也是最高的。研究人员收集了过去3年(2016-2017年至2018-2019年)公司的二级数据-资产负债表和损益表。
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A Study on Construction of an Investment Portfolio Using Fundamental Analysis
The recession period has made the retail investor to think about his investment plans. To aid the retail investor this study has been undertaken by the researcher. To invest in a fortune company the fundamental analysis is a good start. The retail investor cannot afford the ill decision made without any analysis about the company. The fundamental analysis is totally based on the financial performance of the company. The financial performance analysis could help the initial investors get impressed by the company and may influence them to make investments in the company. The researcher has taken three sectors for the study, which tops even in the recession period. The researcher has collected secondary data – Balance sheet and Income statement – of the companies for the period of last 3 years (2016-2017 to 2018-2019)
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