Academia
Diploma thesis 2011Infond Bric · Infond Europa · naložba

HOW TO SUCCESSFULLY INVEST ASSETS

Managing money is one of the many interesting opportunities that life offers us.

Alojzija PetovarEkonomist · defence september 2011
In brief

The project in five facts.

AuthorAlojzija Petovar
Supervisor—not stated
Module—Ekonomist
Employer / clientAcademia
Year2011september 2011
About the project

Challenge, approach and results.

Managing money is one of the many interesting opportunities that life offers us. Good knowledge of the eternal laws of money and the right mindset about money are prerequisites for living in financial independence. We compare investments with each other by making a calculation for each type.

Problem

Managing money is one of the many interesting opportunities that life offers us. Good knowledge of the eternal laws of money and the right mindset about money are prerequisites for living in financial independence. Every money investment has its advantages and disadvantages.

In rare cases, it is possible to divide a money investment into good and bad. Due to their lack of knowledge, the investor must trust the offers of banks, financial advisers, insurance companies. In the diploma thesis, we present different types of investments in funds, shares, gold, precious metals and saving at the bank.

Solution and Method

We compare investments with each other by making a calculation for each type. Saving is for a period of five years from 2006 to 2011 for 5,000.00 EUR. Funds are managed by special financial institutions, so-called management companies, which have developed with the aim of achieving efficient and successful management of investors' invested funds and enriching their assets.

In the thesis, we prepare and present a calculation for the Infond Bric and Infond Europa funds. A share is a security that is quoted on the stock exchange. On the stock exchange, the price is determined according to supply and demand.

We also present the return on shares. The calculation is made for the share of the company Petrol. Gold is among the metals and is almost as old as the earth.

We present some reasons for buying gold. In the calculation, data from the website of the Bank of Slovenia were taken. Platinum and palladium are among the precious metals and their value is increasing significantly.

Data for calculating the value of these two metals were found on the website of the Bank of Slovenia. Saving at the bank is one of the safest forms of saving. The calculation is made for annuity saving and a five-year deposit.

Data on interest rates for the five-year period were taken from NKBM bank.

Analiza naložbenega portfelja z grafi in finančnimi podatki
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