Citas bibligráficas
Zavaleta, R., (2023). Gestión de cartera de inversión renta variable aplicando la Teoría de Portafolios de Markowitz, 2020 [Universidad Nacional de Trujillo]. https://hdl.handle.net/20.500.14414/19123
Zavaleta, R., Gestión de cartera de inversión renta variable aplicando la Teoría de Portafolios de Markowitz, 2020 []. PE: Universidad Nacional de Trujillo; 2023. https://hdl.handle.net/20.500.14414/19123
@phdthesis{renati/1045266,
title = "Gestión de cartera de inversión renta variable aplicando la Teoría de Portafolios de Markowitz, 2020",
author = "Zavaleta Lamela, Rainer Víctor",
publisher = "Universidad Nacional de Trujillo",
year = "2023"
}
Investment Portfolio Management equities is based on the investor reasoning behavior minimizing risks and maximizing profits, benefits offered by Markowitz Portfolios Theory (TPM onwards). The goal is to manage investment Portfolios equities applying TPM to determine from this one if a financial assets Portfolios negotiated in Standard y Poor's 500 (S&P500) deals with the maximizing investor profits considering a minimal variance. The population was made by 505 enterprises composed by 11 economic sectors S&P 500 rate. Some basic analysis filters were used in order to obtain the same and 34 enterprises our of the main economical sections of S&P500 rate were identified to which TPM was applied to investment Portfolio Management equities and financial tools such as FINVIZ, Yahoo finance, Select Sector supported by Microsoft Excel were used. The research design was pre-experimental with a quantitative-qualitative approach. One of the conclusions was that the Investment Portfolio Management equities had a 52,379% performance producing a 3,086% and 5,892% monthly expected profits risk.
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