Investment Portfolio of an Individual Investor: Classification, Criteria for Formation and Management
Year: 2024
Type: article
Abstract: The rapid development of financial markets, the emergence of new financial instruments, and the active development of innovations in investing have led to new challenges for the investment decision-making process of individual investors. The article describes the criteria for forming an investment portfolio, according to which its types are systematised, and approaches that can be used to allocate and balance assets, depending on the type of portfolio identified. The authors substantiate how to form and manage an individual investor's portfolio, particularly the advantages and disadvantages of self-management and using robotic advisors or financial consultants
Source: Finansovìj prostìr
Authors: Vitalii Rysin, Yaroslav Kormushyn
Institution: Lviv Polytechnic National University
Language: English
Subfield: Accounting
Domain: Social Sciences
Open Access status: diamond
OpenAlex ID: W7127599451