The analysis of investment into industries based on portfolio managers

Henrieta Pavolová, Tomáš Bakalár, Kamil Kyšeľa, Miroslav Klimek, Zuzana Hajduová, Marcin Zawada

The analysis of investment into industries based on portfolio managers

Číslo: 1/2021
Periodikum: Acta Montanistica Slovaca
DOI: 10.46544/AMS.v26i1.14

Klíčová slova: Investment, investment strategy, mining, mining industry, comparison of investment instruments, fund, investor

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Anotace: The main goal of each investor when investing capital is to recover

funds. The current market brings unlimited opportunities in creating
an investment strategy. This strategy is highly dependent on the
investor's preferences, his attitude to risk, financial capacity,
expected return, self-interest, and many other factors that determine
what is best for the investor. For this reason, the submitted work
concerns investors who will comply with strict restrictions. In this
way, an investment strategy for a selected group of investors can be
created. The paper focuses on investors in Slovakia. The art of
investment decisions to make the greatest possible return is
portfolio management. The studies presented in this work are
designed to explore different models and to achieve investor goals
to maximise their investment and minimise risk.
Investing is a systematic and long-term process where the investor
gives up part of his free funds to increase their value and collect the
return for them in the future. Investing is effective only if it follows
certain rules. Sending a monthly deposit with iron regularity is, in
the event of a recession and crisis, the only guarantee of achieving
the desired future goal of investing.
Mutual funds are a simple way of collective investment, where a
person collects money from investors and invests in various assets
such as stocks, government bonds, currencies, commodities. Profits
from the investment are distributed to all investors who contributed
to the fund. These funds are professionally managed by investment
specialists based on their market knowledge. A share is equity
security representing an equity interest in a joint-stock company.
Monetary policy and financial stress significantly affect the ability
of the actively managed fund's performance vis-a-vis ETFs
performance. This fact must be stated as this is a limitation of the
analysis in the presented paper.