| dc.contributor.author | Гаватюк, Людмила Станіславівна | |
| dc.date.accessioned | 2021-11-23T19:39:26Z | |
| dc.date.available | 2021-11-23T19:39:26Z | |
| dc.date.issued | 2021-04-21 | |
| dc.identifier.citation | Liudmyla Gavatiuk, Maksym Karvatskyi, Alina Korbutiak, Natalia Sokrovolska and Eduard Yurii (2021). Approaches to the formation of an optimal personal investment portfolio in Ukraine. Investment Management and Financial Innovations, 18(2), 91-105. doi:10.21511/imfi.18(2).2021.08 | uk_UA |
| dc.identifier.issn | 1810-4967 | |
| dc.identifier.uri | https://archer.chnu.edu.ua/xmlui/handle/123456789/2373 | |
| dc.description.abstract | Globalization and IT progress are expanding the possibilities of using various financial
instruments to create a personal investment portfolio. The purpose of the study is to
differentiate the investment portfolio by the level of income of Ukrainian citizens and
its impact on the effectiveness of personal finance management. Analysis of indicators
of state and current investment trends allowed identifying the optimal ratio of prof itability and risk in financial decisions of individuals by diversifying the investment
portfolio, creating personal reserves, localizing investment instruments and minimiz ing the use of credit resources.
The result of the study is the development and justification of criteria that an investor
should meet during the investing. In particular, the formation of an individual invest ment portfolio depending on personal income allows everyone to justify an effective
personal investment policy, taking into account the available investment tools.
The paper covers the approaches to the formation of a person’s investment portfolio,
depending on the level of his or her income. The paper also examines the need to form
an optimal investment portfolio, depending on the real financial opportunities of a
person. | uk_UA |
| dc.language.iso | other | uk_UA |
| dc.publisher | "Investment Management and Financial Innovations" | uk_UA |
| dc.subject | finance, planning, investments, savings, capital, risks, assets, financial decisions, Ukraine | uk_UA |
| dc.title | Approaches to the formation of an optimal personal investment portfolio in Ukraine | uk_UA |
| dc.type | Article | uk_UA |
