투자성향

목차

1. Definition and Importance
2. Investor Types
3. Survey for identifying what type of Investor you are
4. Investment Strategies for Each Investment Types
5. Conclusion
6. References

본문내용

1. Definition and Importance
Investment types or investment preferences can be defined as your attitude towards investment. It can be determined by your various conditions such as age, investment period, investment experience, knowledge, investment rate, asset status, principle loss perseverance and so on. With all these factors considered, you can have conservative, neutral or aggressive attitude towards investment. For instance, if you have conservative attitude, you are risk averse and don't want any losses. But if you have aggressive attitude, you are risk seeking and expect more long-term returns.
It is important to know which type of investor you are because it is the key to successful investment. If you fail to set the appropriate investment strategy that suits your circumstances, you might fail which can lead to not only economic loss but also to psychological damage. It is quiet obvious that fail in investment leads to economic loss because you invest your assets into it.

참고 자료

김지영(2011), 개인투자자의 투자성향에 따른 금융자산 포트폴리오, 성신여자대학교 대학원 생문화소비자학과 학위논문.
이길주(2008), 개별투자자의 효율적 자산포트폴리오에 관한 연구, 순천대학교 대학워 경제학 석사학위논문.
이정걸(2011), 투자성향별 자산배분 행태에 관한연구 -은행 PB고객을 중심으로, 건국대학교 부동산대학원 학위논문.
Investment types Portfolio:http://pb.keb.co.kr/kebpb/customer/PBC/PBCO003.jsp#4
finance terms : http://blog.daum.net/mysangsu/36
전국투자자교육협의회(http://www.kcie.or.kr/)
전국투자자교육협의회(2011), 행복한 삶을 누려라!. 네이버 지식백과.