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undergraduate thesis
Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica
2018. urn:nbn:hr:146:158131
Krajina, Josip
VERN University

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Krajina, J. (2018). Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica (Undergraduate thesis). Zagreb: VERN University . Retrieved from https://urn.nsk.hr/urn:nbn:hr:146:158131

Krajina, Josip. "Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica." Undergraduate thesis, VERN University , 2018. https://urn.nsk.hr/urn:nbn:hr:146:158131

Krajina, Josip. "Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica." Undergraduate thesis, VERN University , 2018. https://urn.nsk.hr/urn:nbn:hr:146:158131

Krajina, J. (2018). 'Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica', Undergraduate thesis, VERN University , accessed 19 December 2024, https://urn.nsk.hr/urn:nbn:hr:146:158131

Krajina J. Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica [Undergraduate thesis]. Zagreb: VERN University ; 2018 [cited 2024 December 19] Available at: https://urn.nsk.hr/urn:nbn:hr:146:158131

J. Krajina, "Efikasnost ulaganja u dioničke fondove na primjeru američkih dionica", Undergraduate thesis, VERN University , Zagreb, 2018. Available at: https://urn.nsk.hr/urn:nbn:hr:146:158131

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Metadata
TitleEfikasnost ulaganja u dioničke fondove na primjeru američkih dionica
Title (english)The efficiency in equity funds investing based on American stocks
AuthorJosip Krajina
MentorMiroslav Gregurek (mentor)
GranterVERN University
Zagreb
Defense date and country2018-11-16, Croatia
Scientific / art field,
discipline and subdiscipline		SOCIAL SCIENCES
Economics
Abstract
U ovom završnom radu analizirano je američko i hrvatsko tržište kapitala te je napravljena usporedba povrata dioničkih fondova s oba tržišta. Na početku rada opisani su pojmovi investicijskih fondova, burzovnih indeksa te su navedeni aktualni sastavi Dow Jones Industrial Average indeksa i Crobexa. Napravljena je analiza triju američkih dioničkih fondova, te su prema pokazateljima uspješnosti portfelja Jensen alfom i Treynorovim omjerom uspoređeni odabrani američki fondovi. Prikazana je efikasnost ulaganja u dinamične dioničke fondove koji imaju povećan rizik, ali i povrat. Zatim su odabrane američke dionice koje su u sastavu DJIA indeksa te opisane, nakon čega su uspoređeni povrati odabranih dionica s fondovima. Pred kraj rada analizirani su hrvatski dionički fondovi te je napravljena usporedba povrata s američkim fondovima, gdje je prikazana veća efikasnost američkih dioničkih fondova.
Abstract (english)
In this final paper, the US and Croatian equity markets were analyzed and a comparison of the return of equity funds from both markets was made. At the beginning of the paper there are terms of investment funds, stock indexes and the current composition of the Dow Jones Industrial Average Index and Crobex. Analysis of three US equity funds was made, and selected US funds were compared to Jensen alpha and Treynor's portfolios. The effectiveness of investing in dynamic equity funds with increased risk and return is shown. Then, selected US stocks which are part of the DJIA index are described and after that the repayments of selected stocks are compared with the funds. At the end of this paper Croatian equity funds were analyzed, and compared with US funds showing greater efficiency of US equity funds.
Keywords
Keywords (english)
Languagecroatian
URN:NBNurn:nbn:hr:146:158131
Study programmeTitle: Entrepreneurship Economics
Study programme type: professional
Study level: undergraduate
Academic / professional title: stručni/a prvostupnik/prvostupnica (baccalaureus/baccalaurea) ekonomije (stručni/a prvostupnik/prvostupnica (baccalaureus/baccalaurea) ekonomije)
Type of resourceText
File originBorn digital
Access conditionsAccess restricted to students and staff of home institution
Terms of useLicence In copyright icon
Created on2018-11-26 14:39:19