Návrh investičního portfolia vybraným klientům
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Vysoká škola báňská – Technická univerzita Ostrava
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Abstract
The bachelor thesis is focused on the proposal of an investment portfolio for selected clients. The thesis consists of two main parts. In the first part of the thesis the theoretical terms are explained with the help of literature. In the second part, the emphasis is on the application of the theoretical knowledge in practice, which includes the creation of an adequate portfolios and the evaluation of their results. The aim of the thesis is to propose an optimal allocation of the funds available for three selected clients and at the same time to recommend adequate financial advice and appropriate allocation of these funds in investment portfolios.
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Investment, Evaluation, Risk, Investment Portfolio, Financial Plan, Financial Plan Objectives, Client