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The investment portfolio and its creation
Šmerda, Adam ; Bílek, Michael (referee) ; Ptáček, Roman (advisor)
The thesis on "Investment portfolio and its creation" focuses on the application of fundamental analysis, the output of which is the creation of a stock portfolio suitable for the profile of a retail investor with a value approach. The companies analyzed are listed on the US stock exchanges and are classified in the technology sector. The first part of the thesis is devoted to the definition of the theoretical background related to the issue of investment portfolio creation and fundamental analysis. The analytical part of the thesis is devoted to the development of the necessary analyses, which subsequently lead to the calculation of the intrinsic value of the selected companies based on the FCFE model. The results are then compared and evaluated using the scoring method of cross-company comparison. The final part of the thesis is devoted to the elaboration of investment recommendations for the client.
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Investment and Portfolio of Retail Investor
Hartmann, Robert ; Toman,, Petr (referee) ; Ptáček, Roman (advisor)
The thesis consists of a theoretical part, an analytical part and a part devoted to the design of the actual solution. In the theoretical part, the concepts defining the issues of investing, investment portfolio creation, selection of investment instruments and issuers of securities evaluation are defined. The knowledge from the theoretical part is then applied in the analytical part in the actual creation of the investment portfolio and the financial analysis of issuers of securities and also in the part of the work with my own solution design, where an investment portfolio for a Czech model investor is created.
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Investment and Portfolio of Retail Investor
Hartmann, Robert ; Toman,, Petr (referee) ; Ptáček, Roman (advisor)
The thesis consists of a theoretical part, an analytical part and a part devoted to the design of the actual solution. In the theoretical part, the concepts defining the issues of investing, investment portfolio creation, selection of investment instruments and issuers of securities evaluation are defined. The knowledge from the theoretical part is then applied in the analytical part in the actual creation of the investment portfolio and the financial analysis of issuers of securities and also in the part of the work with my own solution design, where an investment portfolio for a Czech model investor is created.
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Modern structured products for retail investors in the Slovak Republic
Kompanová, Eliška ; Veselá, Jitka (advisor) ; Hoffman, Andrej (referee)
This bachelor thesis concerns with the structered products, especially with investment certificates, warrants and ETF. The first chapter defines basic characteristics of each product, distributions to groups, advantages and risks conected with trading and ways of trading itself. In connection with this, it explains possible investment strategies and rules applied when trading. The second part is devoted to analysis of slovak market with chosen instruments, traders with securities, their politics of fees and pointing out differences with the Czech Republic. The main goal of this paper is to provide theoretical and practical view of trading of structured products in conditions of developing market in the Slovak Republic and to compare differences between slovak and czech market in trading of these products.
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Investment certificates for retail investors
Trefná, Anežka ; Vacek, Vladislav (advisor) ; Špániková, Kateřina (referee)
This diploma thesis investigates investment certificates for retail investors. The first chapter defines investment structured certificates. The second chapter is about availability of investment certificates for retail investors in the Czech Republic. The objectives of this chapter are a description of a present offer of securities dealers in the Czech Republic, a specification of decision criterions in choosing an online broker and a comparison of selected companies from a point of view of a client. Third chapter summarizes advantages and risks which are connected with investment certificates. The fourth chapter deals with a classification of structured products from various aspects and structures of investment certificates which are the most traded on the German exchange Scoach in Frankfurt. The aim is to provide an overview of each type of the investment certificate which contains description of specific parameters, structure and possible pay-off at maturity of investment certificate considering an underlying asset. The final part illustrates in practice one of more possible methods how to choose appropriate investment certificates. There is presented a process which is subsequently more described and applied on a demonstrative example of a hypothetical retail investor. The goal of the diploma thesis is comprehensively acquainted with investment certificates the reader, and shows one of the possible ways of picking appropriate investment certificates for an investor with a risk neutral profile.
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Analysis of special investment funds focusing on the Czech Republic in the years 2004 - 2014
Hanusová, Jitka ; Ševčíková, Michaela (advisor) ; Hájek, Jan (referee)
This thesis deals with retail investors investing in mutual funds in the Czech Republic and focuses on the period from 2004 to 2014. The aim is to analyze what investment opportunities special funds can offer retail investors. The theoretical part defines important terms for collective investment, the concept of the so called "magic triangle", illustrating the relationship between return, risk and liquidity, and the differences between retail and qualified investors. It also briefly outlines the development of collective investment in the world and in the Czech Republic, as well as the advantages and disadvantages of collective investment. Subsequently, the current classification of collective investment funds in the Czech Republic are analyzed from different perspectives. No major differences have been found in the regulation of standard and special funds. The main contribution that this work provides is the detailed analysis of five chosen special funds, forming the practical part of this thesis. Based on the selected criteria it has been found that only some of the chosen special funds can offer retail investors the possibility of an interesting appreciation of invested funds. The work points to the fact that the legislation of the fund is not as fundamental for retail investors as the specific type of investment strategy and the focus of the fund.
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Investment and savings options for different types of households
Kozub, Ondřej ; Smrčka, Luboš (advisor) ; Zámečník, Petr (referee)
The aim of this thesis is to provide a direct comparison of all savings and investment options for different types of households in terms of retail investors. Especially in practical part are theoretical information supported by the real facts which are various statistics, the author's opinions and hypotheses or the recommendations of experts which are particular financial specialists.
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