Investiranje v delnice

delo diplomskega projekta

David Kamenik (Avtor), Sabina Taškar Beloglavec (Mentor)

Povzetek

Delnice so eden najboljših načinov, kako lahko povečamo svoje premoženje z malo truda. V delnice lahko investira vsak, ki si to želi. Pred prvo investicijo je pomembno, da poznamo vsaj osnove delnic, ki jih podrobneje opisujemo v tem diplomskem delu. Od ciljev investitorja je odvisno, koliko časa in truda bo namenil za preučevanje in raziskovanje delnic. Če je njegov cilj doseči povprečne tržne donose, bo lahko to najenostavneje storil z investiranjem v pasivni vzajemni sklad ali ETF, ki sledi nekemu borznemu indeksu. Tisti, katerih cilj je premagati trg, bodo za doseganje tega cilja potrebovali nadpovprečno znanje, več denarja in časa ter sprejemali večja tveganja. Pogledamo si, kakšno je stanje delnic na Ljubljanski borzi. Naše ugotovitve so, da je izbira delnic dokaj majhna, saj razen podjetij iz Prve kotacije ni delnic, ki bi bile primerno likvidne. Kljub temu imajo delnice na Ljubljanski borzi dobre lastnosti, kot so visoka dividenda, donosnost in splošna podcenjenost delnic. V nadaljevanju si pogledamo še možnosti investiranja na tujih trgih. Opredelimo prednosti in slabosti razvitih trgov in trgov v razvoju, za katere ugotovimo, da omogočajo potencialno višje donose, a prinašajo tudi več tveganj. Na koncu obravnavamo še borzne indekse. Borzni indeksi so pokazatelji, kakšno je stanje delnic na določnem trgu, v panogi ali v državi. Z analiziranjem borznih indeksov lahko dobimo občutek, ali je tja pametno investirati ali ne. V zadnjem poglavju primerjamo borzne indekse Dow Jones, S&P 500 in NASDAQ.

Ključne besede

investiranje;vrednostni papirji;delnice;borzni indeksi;

Podatki

Jezik:	Slovenski jezik
Leto izida:	2018
Tipologija:	2.11 - Diplomsko delo
Organizacija:	UM EPF - Ekonomsko-poslovna fakulteta
Založnik:	[D. Kamenik]
UDK:	336.763
COBISS:	13173020
Št. ogledov:	1734
Št. prenosov:	411
Ocena:	0 (0 glasov)
Metapodatki:

Ostali podatki

Sekundarni jezik:	Angleški jezik
Sekundarni naslov:	Investing in stocs
Sekundarni povzetek:	Stocks are one of the best ways of how we can increase our net worth with little effort. Everyone who wants can invest in stocks. Before making our first investment, it is important to know at least the basics of stocks, which we go over in this thesis. It is up to the goals of investors, how much time and effort they will devote to the stock research and study. If their goal is to achieve average market returns, they can do that the easiest by investing in a passive mutual fund or an ETF, which tracks one of the many stock market indices. Those who aim to achieve higher than average market returns will need above-average knowledge, and more money and time. They will also take on greater risks. We take a look at the state of stocks on the Ljubljanska borza. Our findings are that the selection of stocks is rather limited. There are basically almost no stocks outside of the Prva kotacija that are at least semi-liquid. Nonetheless, the stocks on the Ljubljanska borza do have some positives which are high dividend yield and general undervaluing of the stocks. Later, we take a look at the possibilities of investing in foreign markets. We define the advantages and disadvantages of investing in the developed and the developing markets, for which we find out that they offer potentially higher returns but also carry more risks. In the end, we take a look at the stock market indices. Stock market indices are an indicator of stock state on a particular market, sector or state. By analyzing stock market indices we can get a feeling whether it is wise to invest there or not. In the last chapter, we compare the stock market indices Dow Jones, S&P 500, and NASDAQ.
Sekundarne ključne besede:	investing;stocks;securities;stock market indices;
URN:	URN:SI:UM:
Vrsta dela (COBISS):	Delo diplomskega projekta/projektno delo
Komentar na gradivo:	Univ. v Mariboru, Ekonomsko-poslovna fak.
Strani:	IV, 44 str.
ID:	10956586