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Evaluation of Benefits in Financing Real Estate Purchase
Havlíček, Petr ; Kuběj, Zbyněk (referee) ; Mašterová, Lucie (advisor)
This diploma thesis engages in evalution of benefits in financing of real estate. It deals with comparasion of offered forms in financing of loans, especially mortgage loans and their combinations with another products like building savings and unit trusts for needs of model clients. The outcome of a thesis is a proposal and recommendation of the most advantageous variant for financing of given real estate.
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Alternative Investments in the Contemporary Period of Low Interest Rates.
Zavadil, Marek ; Schindler, Jaroslav (referee) ; Rejnuš, Oldřich (advisor)
The subject of the diploma thesis is to evaluate the development in post-crisis years and to determine the impacts that affect the current financial investment environment in the USA but also its future and create the prerequisites for other risks, which the market can affect in the next perspective and influence the global development. On this basis, a portfolio of the mutual fund will be drawn up, according to the assignment of its manager with an alternative investment component, which can adequately complement it in the current period of low interest rates.
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Draft Recommendation for a Investment Portfolio Reneval
Hruška, Vojtěch ; Holešovský, Jiří (referee) ; Rejnuš, Oldřich (advisor)
This thesis deals with the forming of the investment suggestion for the enlargement of the unit trust portfolio. The main goal is to choose several perspective companies from the focused industry sector and to evaluate the inclusion of their securities in the unit trust portfolio with using economic indicators. Data is analyzed by using legal sources, academic textbooks from the author’s study and the related literature. To ensure the proper evaluation the thesis measures all companies always by the same method. Outcome of this thesis enables the forming of an investment recommendation.
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Optimal Domestic Investment Portfolio Proposal
Veselý, Jiří ; Wágnerová, Dagmar (referee) ; Škapa, Stanislav (advisor)
This bachelor´s thesis will be focused on the structure of investments made by two czech families. There will be also made an analysis of family income and outcome and its optimalisation. Counting will be on the base of financial mathematics. As outcome I can consider the summary of most riskful family market decisions and the proposal of its solutions where will be meant acceptable risk. The emphasis is placed on the structure of the final portfolio as well as on its dynamic devolopement in the course of time.
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Proposal for the Portfolio of the Mutual Fund of Collective Investment Expansion
Fegl, Jakub ; Bílek, Michael (referee) ; Rejnuš, Oldřich (advisor)
This bachelor thesis focuses on the selection of Australian Stock Exchange listed companies for the management of an investment company managing a collective investment trust. At the beginning of the theoretical part, the thesis deals with the theoretical and legal aspects of collective investment funds in the Czech Republic and the tools of fundamental analysis. The empirical part includes the selection of stock titles in accordance with the status of the fund and their subsequent analysis in the form of ratio indicators. The results of the ratios are then compared with each other by applying the scoring method. This is followed by a verification of the companies in terms of their potential bankruptcy, which excludes two companies from the sample. After the evaluation of the results obtained, a proposal for the expansion of the management portfolio of the fund was drawn up.
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ETF funds as an alternative to collective investment
ZÁMEČNÍKOVÁ, Veronika
This thesis focuses on ETF funds as an alternative to collective investment. In the first part of the theses collective investment is defined, its pros and cons. The next chapters are dedicated to history of collective investment in the world and Czech Republic, legislation in Czech Republic and subjects of collective investment. In the next chapter of the first part the indicators of yield and risk are described. The last chapter of theoretical part is devoted to ETF funds characteristics, differentiation of the basic differences between ETF funds and other funds of collective investment and the main categories of ETF funds. For the practical part of the thesis, I chose 15 ETF funds and 10 actively managed funds. For these funds the indicators of yield, indicators of yield with risk considered and indicators of risk were calculated. The indicators of yield with risk considered are Sharpe ratio, Treynor ratio and Jensen method of alfa coefficient calculation, as indicators of risk the standard deviation and Value at risk were chosen. The data used were monthly and it was set up time period of five years. Lastly, I compared the calculated values, determined if it is more beneficial to invest in ETF funds or in actively managed funds and I recommended funds for minor investor. The data used were between 2017 and the end of 2021, so its development was affected by the Covid-19 epidemic that negatively affected prices of securities and by that also funds that trade with these securities.
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Analysis of mutual funds in the Czech Republic
FLANDEROVÁ, Adéla
The bachelor thesis focuses on the area of collective investment and the types of mutual funds in the Czech Republic in which investors can invest their funds. The work is mainly focused on the comparison of three stock mutual funds and three bond mutual funds from various investment companies. The funds are compared according to the following criteria: return of funds, risk, fees, costs, investment horizon and portfolio size. Further attention is paid to the influence of history, especially the impact of the 2008 crisis. Based on the evaluation of the results, the most advantageous fund for a small investor is recommended. The main purpose of the thesis is to show investors all of the important criteria and analyze the available information of each mutual fund so that the funds bring the highest possible value of investments.
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