ИЗБОР НА EXCHANGE-TRADED FUND (ETF) ЗА ФИНАНСОВОТО ПОРТФОЛИО НА ИНВЕСТИТОРА
CHOOSING THE RIGHT EXCHANGE-TRADED FUND FOR YOUR INVESTMENT PORTFOLIO
Author(s): Viktor Andreev
Subject(s): Economy, Business Economy / Management, Micro-Economics, Financial Markets
Published by: Икономически университет - Варна
Keywords: Exchange-traded funds; investment portfolio; low interest rates; Covid pandemic; Russian invasion
Summary/Abstract: Low interest rates on savings deposits in the last decade have been a serious problem for investors. The objective of this paper is to give useful advices to the individual investor to maximize the amount invested based on an analysis of historical data for specific instruments. The object of the analysis is different types of financial instruments (exchange-traded funds). The analysed period is the last 5 years (2019 - 2024). The period during which 2 important events for the world economy occurred (the 2020 Covid pandemic and the 2022 Russian invasion in Ukraine) The software products used for the analysis are Microsoft Office package(MS Office, MS Excel) and MS Power BI.
Book: ИНФОРМАЦИОННИ И КОМУНИКАЦИОННИ ТЕХНОГИИ В БИЗНЕСА И ОБРАЗОВАНИЕТО
- Page Range: 229-236
- Page Count: 8
- Publication Year: 2024
- Language: Bulgarian
- Content File-PDF
