Artykuły naukowe (WNE)

Stały URI dla tej kolekcji

https://hdl.handle.net/20.500.13044/37

Przeglądaj

Przeglądanie Artykuły naukowe (WNE) według Autor "Daniluk, Katarzyna"
  • Rekord
    Effectiveness of selected investment strategies in the opinion of Polish individual investors depending on their personal preferences / Efektywność wybranych strategii inwestycyjnych w opinii polskich inwestorów indywidualnych w zależności od ich osobistych preferencji
    (Państwowa Szkoła Wyższa im. Papieża Jana Pawła II w Białej Podlaskiej, 2020-12-17) Daniluk, Katarzyna
    Subject and purpose of work: The work aimed at identifying and characterising the interdependence between Polish investors’ personal preferences in investing and their opinion about the effectiveness of investment strategies. It was examined how the adopted investment horizon, the level of risk aversion and the time spent daily on investing impact the interviewees’ experiences and opinions on the effectiveness of investment strategies. Materials and methods: As the survey method was employed, a questionnaire was sent to randomly selected Polish individual investors. The research material consisted of 652 questionnaire forms. Results: The study showed a relevant dependence between Polish investors’ personal preferences and their opinions on the effectiveness of the particular strategies. Conclusions: The interdependencies revealed in the study may be used by potential investors in the process of matching a strategy to individual needs so as to enhance the effectiveness of the choice. A higher awareness of the problem of matching an investment strategy to personal preferences will lead to improved effectiveness of capital allocation among Polish investors.
  • Rekord
    Profitability and risk of selected forms of investment on the Polish capital market / Dochodowość i ryzyko wybranych form inwestowania na polskim rynku kapitałowym
    (Państwowa Szkoła Wyższa im. Papieża Jana Pawła II w Białej Podlaskiej, 2021-06-30) Daniluk, Katarzyna
    Subject and purpose of work: The subject of this study concerns profitability and risk of selected forms of investment on the Polish capital market. The aim of the study was to compare profitability and risk of active and passive investment portfolios. Materials and methods: The research material consisted of the rates of return on investments in the undervalued shares and growth shares included in the WIG-20 index and the results of the Lyxor WIG 20 UCITS ETF fund in 2014-2019. The study compares the rates of the return and standard deviations of returns of the portfolios managed actively and passively. Results: The analysis of the rates of return of the created investment portfolios indicates a higher profitability and a lower risk of the passive form of investment consisting in the purchase of an ETF fund. Among active strategies the growth investing strategy showed a higher profitability and a lower risk. Conclusions: Passive forms of investment are an effective alternative to active portfolio management.