THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION

The classic theories of effective portfolio of securities construction are considered in the article. Advantages and lacks of these theories are described. Began to the decision ofproblem of optimal distribution of stakes of capital between securities, taking a general risk to the minimum level, and...

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Main Author: Yulia Konopleva
Format: Article
Language:Russian
Published: North Caucasus Federal University 2022-05-01
Series:Вестник Северо-Кавказского федерального университета
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Online Access:https://vestnikskfu.elpub.ru/jour/article/view/1403
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author Yulia Konopleva
author_facet Yulia Konopleva
author_sort Yulia Konopleva
collection DOAJ
description The classic theories of effective portfolio of securities construction are considered in the article. Advantages and lacks of these theories are described. Began to the decision ofproblem of optimal distribution of stakes of capital between securities, taking a general risk to the minimum level, and drafting of optimal portfolio it was fixed by G. Markowitz, on the basis of this model of Y. Sharpe worked out an index model, development of his model is a theory of CAPM, by another achievement in the field of the portfolio investing became worked out in 70-e years of XX of century of C. Ross arbitrage price theory.
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institution Kabale University
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series Вестник Северо-Кавказского федерального университета
spelling doaj-art-07d8344e952e4b26b4e91fa12a71af9f2025-08-20T03:59:00ZrusNorth Caucasus Federal UniversityВестник Северо-Кавказского федерального университета2307-907X2022-05-0106971021401THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTIONYulia Konopleva0NCFUThe classic theories of effective portfolio of securities construction are considered in the article. Advantages and lacks of these theories are described. Began to the decision ofproblem of optimal distribution of stakes of capital between securities, taking a general risk to the minimum level, and drafting of optimal portfolio it was fixed by G. Markowitz, on the basis of this model of Y. Sharpe worked out an index model, development of his model is a theory of CAPM, by another achievement in the field of the portfolio investing became worked out in 70-e years of XX of century of C. Ross arbitrage price theory.https://vestnikskfu.elpub.ru/jour/article/view/1403инвестицииценные бумагимодельпортфельуправлениерынок ценных бумагinvestmentssecuritiesmodelbrief-casemanagementmarket of equities
spellingShingle Yulia Konopleva
THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION
Вестник Северо-Кавказского федерального университета
инвестиции
ценные бумаги
модель
портфель
управление
рынок ценных бумаг
investments
securities
model
brief-case
management
market of equities
title THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION
title_full THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION
title_fullStr THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION
title_full_unstemmed THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION
title_short THEORETICAL ASPECTS OF CLASSIC MODELS OF INVESTMENT PORTFOLIO CONSTRUCTION
title_sort theoretical aspects of classic models of investment portfolio construction
topic инвестиции
ценные бумаги
модель
портфель
управление
рынок ценных бумаг
investments
securities
model
brief-case
management
market of equities
url https://vestnikskfu.elpub.ru/jour/article/view/1403
work_keys_str_mv AT yuliakonopleva theoreticalaspectsofclassicmodelsofinvestmentportfolioconstruction