Aspects and facilities of financial and real estate investment portfolio formation
The article examines a pressing problem of an effective investment portfolio formation. An effective investment portfolio is being formed from investments in the market for Lithuanian securities and real estate of Vilnius, considering the theoretical and practical aspects of forming an investment po...
| Main Authors: | , |
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| Format: | Article |
| Language: | English |
| Published: |
Vilnius Gediminas Technical University
2009-05-01
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| Series: | Business: Theory and Practice |
| Subjects: | |
| Online Access: | https://mma.vgtu.lt/index.php/BTP/article/view/9036 |
| _version_ | 1827361539901882368 |
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| author | Egidijus Bikas Algimantas Laurinavičius |
| author_facet | Egidijus Bikas Algimantas Laurinavičius |
| author_sort | Egidijus Bikas |
| collection | DOAJ |
| description | The article examines a pressing problem of an effective investment portfolio formation. An effective investment portfolio is being formed from investments in the market for Lithuanian securities and real estate of Vilnius, considering the theoretical and practical aspects of forming an investment portfolio based on researches of foreign countries and Lithuanian investigation. An interpretation of different assets interaction allowed to reveal the suitability of real estate for investment portfolio diversification, safeguarding against cost rise, and the assurance of higher investment return. The analysis revealed that investments in the residential real estate market could significantly reduce the risk of the portfolio or increase its return; it could also hedge against inflation.
Finansinių ir nekilnojamojo turto investicijų portfelio formavimo aspektai ir galimybės
Santrauka
Nagrinėjama gyventojams aktuali efektyvaus investicinio portfelio formavimo problema. Įvertinant teorinius ir praktinius efektyvaus portfelio formavimo aspektus, atsižvelgiant į užsienio šalių ir Lietuvos mokslininkų atliktus tyrimus, formuojamas efektyvus investicinis portfelis iš investicijų Lietuvos vertybinių popierių ir Vilniaus nekilnojamojo turto rinkose. Skirtingų aktyvų sąveikos interpretavimas leido atskleisti nekilnojamojo turto tinkamumą investiciniam portfeliui diversifikuoti, apsidrausti nuo kainų kilimo bei užtikrinti aukštesnę investicijų grąžą. Apibendrinant tyrimo rezultatus teigtina, kad investicijos į nuosavą gyvenamąjį būstą reikšmingai sumažina portfelio riziką arba padidina jo grąžą ir suteikia galimybę apsisaugoti nuo infliacijos.
Reikšminiai žodžiai: investicinis portfelis, investicinio portfelio efektyvumo analizė, nekilnojamasis turtas, finansiniai aktyvai. |
| first_indexed | 2024-03-08T07:06:51Z |
| format | Article |
| id | doaj.art-7dcce21ff6e0431995a1e056144d9662 |
| institution | Directory Open Access Journal |
| issn | 1648-0627 1822-4202 |
| language | English |
| last_indexed | 2024-03-08T07:06:51Z |
| publishDate | 2009-05-01 |
| publisher | Vilnius Gediminas Technical University |
| record_format | Article |
| series | Business: Theory and Practice |
| spelling | doaj.art-7dcce21ff6e0431995a1e056144d96622024-02-03T04:22:42ZengVilnius Gediminas Technical UniversityBusiness: Theory and Practice1648-06271822-42022009-05-01102Aspects and facilities of financial and real estate investment portfolio formationEgidijus Bikas0Algimantas Laurinavičius1Vilnius University, Saulėtekio al. 9, LT-10222 Vilnius, LithuaniaVilnius University, Saulėtekio al. 9, LT-10222 Vilnius, LithuaniaThe article examines a pressing problem of an effective investment portfolio formation. An effective investment portfolio is being formed from investments in the market for Lithuanian securities and real estate of Vilnius, considering the theoretical and practical aspects of forming an investment portfolio based on researches of foreign countries and Lithuanian investigation. An interpretation of different assets interaction allowed to reveal the suitability of real estate for investment portfolio diversification, safeguarding against cost rise, and the assurance of higher investment return. The analysis revealed that investments in the residential real estate market could significantly reduce the risk of the portfolio or increase its return; it could also hedge against inflation. Finansinių ir nekilnojamojo turto investicijų portfelio formavimo aspektai ir galimybės Santrauka Nagrinėjama gyventojams aktuali efektyvaus investicinio portfelio formavimo problema. Įvertinant teorinius ir praktinius efektyvaus portfelio formavimo aspektus, atsižvelgiant į užsienio šalių ir Lietuvos mokslininkų atliktus tyrimus, formuojamas efektyvus investicinis portfelis iš investicijų Lietuvos vertybinių popierių ir Vilniaus nekilnojamojo turto rinkose. Skirtingų aktyvų sąveikos interpretavimas leido atskleisti nekilnojamojo turto tinkamumą investiciniam portfeliui diversifikuoti, apsidrausti nuo kainų kilimo bei užtikrinti aukštesnę investicijų grąžą. Apibendrinant tyrimo rezultatus teigtina, kad investicijos į nuosavą gyvenamąjį būstą reikšmingai sumažina portfelio riziką arba padidina jo grąžą ir suteikia galimybę apsisaugoti nuo infliacijos. Reikšminiai žodžiai: investicinis portfelis, investicinio portfelio efektyvumo analizė, nekilnojamasis turtas, finansiniai aktyvai.https://mma.vgtu.lt/index.php/BTP/article/view/9036investment portfolioreal estateanalysis of investment portfolio effectivenessfinancial assets |
| spellingShingle | Egidijus Bikas Algimantas Laurinavičius Aspects and facilities of financial and real estate investment portfolio formation Business: Theory and Practice investment portfolio real estate analysis of investment portfolio effectiveness financial assets |
| title | Aspects and facilities of financial and real estate investment portfolio formation |
| title_full | Aspects and facilities of financial and real estate investment portfolio formation |
| title_fullStr | Aspects and facilities of financial and real estate investment portfolio formation |
| title_full_unstemmed | Aspects and facilities of financial and real estate investment portfolio formation |
| title_short | Aspects and facilities of financial and real estate investment portfolio formation |
| title_sort | aspects and facilities of financial and real estate investment portfolio formation |
| topic | investment portfolio real estate analysis of investment portfolio effectiveness financial assets |
| url | https://mma.vgtu.lt/index.php/BTP/article/view/9036 |
| work_keys_str_mv | AT egidijusbikas aspectsandfacilitiesoffinancialandrealestateinvestmentportfolioformation AT algimantaslaurinavicius aspectsandfacilitiesoffinancialandrealestateinvestmentportfolioformation |