A comparative between a theoretical investment portfolio and the investments practiced by a group of investors

Detalhes bibliográficos
Autor(a) principal: Aguiar, Camila Camargo
Data de Publicação: 2019
Outros Autores: Scalco, Jeferson Luiz Souza, Caleffi, Marcelo Farheer, Piekas, Andrezza Ap. Saraiva, Comin, Lidiane Cassia
Tipo de documento: Artigo
Idioma: por
Título da fonte: Unoesc & Ciência. ACSA (Online)
Texto Completo: https://periodicos.unoesc.edu.br/acsa/article/view/20162
Resumo: The objective of this study is to compare the investments made by a group of investors with a theoretical investment portfolio in terms of performance. Through a descriptive research and quantitative approach, the study was carried out through a survey, whose research instrument was an electronic questionnaire. The sample is composed of 119 entrepreneurs from a Municipality of the State of Santa Catarina and to analyze the data was used the technique of descriptive analysis. Savings stands out as the most representative investment, with 82% of the investments practiced which indicates a predominance of the conservative profile, thus creating the theoretical investment portfolio, composed of 4 investments, where they are compared with the Interbank Deposit Certificate (CDI). The monitoring of the portfolio for the purpose of comparison with savings takes into account a period of 24 months. The return on the investment portfolio is defined by a weighted average of the investment income. In comparison, it is possible to observe the evolution of the yields in the period of 24 months, and the theoretical portfolio developed is above the CDI surpassing the 32% of profitability, however the savings in turn has 15.06% of profitability, thus making feasible the theoretical investment portfolio.
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spelling A comparative between a theoretical investment portfolio and the investments practiced by a group of investorsUm comparativo entre uma carteira de investimento teórica e os investimentos praticados por um grupo de investidoresInvestmentsTheoretical investment portfolioProfitabilityInvestimentosCarteira de investimentos teóricaRentabilidadeThe objective of this study is to compare the investments made by a group of investors with a theoretical investment portfolio in terms of performance. Through a descriptive research and quantitative approach, the study was carried out through a survey, whose research instrument was an electronic questionnaire. The sample is composed of 119 entrepreneurs from a Municipality of the State of Santa Catarina and to analyze the data was used the technique of descriptive analysis. Savings stands out as the most representative investment, with 82% of the investments practiced which indicates a predominance of the conservative profile, thus creating the theoretical investment portfolio, composed of 4 investments, where they are compared with the Interbank Deposit Certificate (CDI). The monitoring of the portfolio for the purpose of comparison with savings takes into account a period of 24 months. The return on the investment portfolio is defined by a weighted average of the investment income. In comparison, it is possible to observe the evolution of the yields in the period of 24 months, and the theoretical portfolio developed is above the CDI surpassing the 32% of profitability, however the savings in turn has 15.06% of profitability, thus making feasible the theoretical investment portfolio. O estudo objetiva comparar em termos de desempenho os investimentos praticados por um grupo de investidores, com uma carteira de investimentos teórica. Por meio de uma pesquisa descritiva e abordagem quantitativa, o estudo foi realizado mediante uma survey, cujo instrumento de pesquisa foi um questionário eletrônico. A amostra foi composta por 119 empresários de um Município do Estado de Santa Catarina, e para analisar os dados utilizou-se a técnica de análise descritiva. A poupança destaca-se como o investimento mais representativo, com 82% dos investimentos praticados, o que indica predominância do perfil conservador, dessa forma criada a carteira de investimentos teórica, composta por quatro investimentos, em que são comparados com o indexador Certificado de Depósito Interbancário (CDI). O acompanhamento da carteira com a finalidade de comparação com a poupança leva em consideração um período de 24 meses. A rentabilidade da carteira de investimentos é definida por uma média ponderada entre os rendimentos dos investimentos. No comparativo é possível observar a evolução das rentabilidades no período de 24 meses, sendo que a carteira teórica desenvolvida fica acima do CDI, ultrapassando os 32% de rentabilidade, no entanto, a poupança, por sua vez, tem 15,06% de rentabilidade, viabilizando, desse modo, a carteira de investimento teórica.Universidade do Oeste de Santa Catarina2019-06-28info:eu-repo/semantics/articleinfo:eu-repo/semantics/publishedVersionapplication/pdfhttps://periodicos.unoesc.edu.br/acsa/article/view/20162Unoesc & Ciência - ACSA; v. 10 n. 1 (2019): Unoesc & Ciência ACSA; 55-622178-34462178-5872reponame:Unoesc & Ciência. ACSA (Online)instname:Universidade do Oeste de Santa Catarina (UNOESC)instacron:UNOESCporhttps://periodicos.unoesc.edu.br/acsa/article/view/20162/12358Copyright (c) 2019 Camila Camargo Aguiar, Jeferson Luiz Souza Scalco, Marcelo Farheer Caleffi, Andrezza Ap. Saraiva Piekas, Lidiane Cassia Comininfo:eu-repo/semantics/openAccessAguiar, Camila CamargoScalco, Jeferson Luiz SouzaCaleffi, Marcelo FarheerPiekas, Andrezza Ap. SaraivaComin, Lidiane Cassia2019-06-28T14:37:47Zoai:ojs.periodicos.unoesc.edu.br:article/20162Revistahttps://portalperiodicos.unoesc.edu.br/acsaPUBhttp://editora.unoesc.edu.br/index.php/acsa/oaidebora.pereira@unoesc.edu.br2178-34462178-3446opendoar:2019-06-28T14:37:47Unoesc & Ciência. ACSA (Online) - Universidade do Oeste de Santa Catarina (UNOESC)false
dc.title.none.fl_str_mv A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
Um comparativo entre uma carteira de investimento teórica e os investimentos praticados por um grupo de investidores
title A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
spellingShingle A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
Aguiar, Camila Camargo
Investments
Theoretical investment portfolio
Profitability
Investimentos
Carteira de investimentos teórica
Rentabilidade
title_short A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
title_full A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
title_fullStr A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
title_full_unstemmed A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
title_sort A comparative between a theoretical investment portfolio and the investments practiced by a group of investors
author Aguiar, Camila Camargo
author_facet Aguiar, Camila Camargo
Scalco, Jeferson Luiz Souza
Caleffi, Marcelo Farheer
Piekas, Andrezza Ap. Saraiva
Comin, Lidiane Cassia
author_role author
author2 Scalco, Jeferson Luiz Souza
Caleffi, Marcelo Farheer
Piekas, Andrezza Ap. Saraiva
Comin, Lidiane Cassia
author2_role author
author
author
author
dc.contributor.author.fl_str_mv Aguiar, Camila Camargo
Scalco, Jeferson Luiz Souza
Caleffi, Marcelo Farheer
Piekas, Andrezza Ap. Saraiva
Comin, Lidiane Cassia
dc.subject.por.fl_str_mv Investments
Theoretical investment portfolio
Profitability
Investimentos
Carteira de investimentos teórica
Rentabilidade
topic Investments
Theoretical investment portfolio
Profitability
Investimentos
Carteira de investimentos teórica
Rentabilidade
description The objective of this study is to compare the investments made by a group of investors with a theoretical investment portfolio in terms of performance. Through a descriptive research and quantitative approach, the study was carried out through a survey, whose research instrument was an electronic questionnaire. The sample is composed of 119 entrepreneurs from a Municipality of the State of Santa Catarina and to analyze the data was used the technique of descriptive analysis. Savings stands out as the most representative investment, with 82% of the investments practiced which indicates a predominance of the conservative profile, thus creating the theoretical investment portfolio, composed of 4 investments, where they are compared with the Interbank Deposit Certificate (CDI). The monitoring of the portfolio for the purpose of comparison with savings takes into account a period of 24 months. The return on the investment portfolio is defined by a weighted average of the investment income. In comparison, it is possible to observe the evolution of the yields in the period of 24 months, and the theoretical portfolio developed is above the CDI surpassing the 32% of profitability, however the savings in turn has 15.06% of profitability, thus making feasible the theoretical investment portfolio.
publishDate 2019
dc.date.none.fl_str_mv 2019-06-28
dc.type.driver.fl_str_mv info:eu-repo/semantics/article
info:eu-repo/semantics/publishedVersion
format article
status_str publishedVersion
dc.identifier.uri.fl_str_mv https://periodicos.unoesc.edu.br/acsa/article/view/20162
url https://periodicos.unoesc.edu.br/acsa/article/view/20162
dc.language.iso.fl_str_mv por
language por
dc.relation.none.fl_str_mv https://periodicos.unoesc.edu.br/acsa/article/view/20162/12358
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.publisher.none.fl_str_mv Universidade do Oeste de Santa Catarina
publisher.none.fl_str_mv Universidade do Oeste de Santa Catarina
dc.source.none.fl_str_mv Unoesc & Ciência - ACSA; v. 10 n. 1 (2019): Unoesc & Ciência ACSA; 55-62
2178-3446
2178-5872
reponame:Unoesc & Ciência. ACSA (Online)
instname:Universidade do Oeste de Santa Catarina (UNOESC)
instacron:UNOESC
instname_str Universidade do Oeste de Santa Catarina (UNOESC)
instacron_str UNOESC
institution UNOESC
reponame_str Unoesc & Ciência. ACSA (Online)
collection Unoesc & Ciência. ACSA (Online)
repository.name.fl_str_mv Unoesc & Ciência. ACSA (Online) - Universidade do Oeste de Santa Catarina (UNOESC)
repository.mail.fl_str_mv debora.pereira@unoesc.edu.br
_version_ 1809218515350061056

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