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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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