Authors: O.Yu. Kuzmina, M.E. Konovalova

Title of the article: Optimization of investor's security portfolio on the retail capital market

Year: 2023, Issue: 4, Pages: 39-47

Branch of knowledge: 5.2.1 Economics

Index UDK: 336.76

DOI: 10.26730/2587-5574-2023-4-39-47

Abstract: The article reveals the features of the process of forming a securities portfolio of a retail investor in modern unstable geopolitical conditions. The specifics of portfolio investment in developing stock markets are shown, the key features of the Russian retail investor are identified, and changes in his behavior under the influence of unfriendly economic actions of Western European countries and the United States are reflected. The methodological basis of the study was the tools of economic modeling and probability theory, which are widely used in constructing investment portfolios. In this work, several portfolios of securities were built that correspond to the portrait of a moderate retail investor, and they were optimized, aimed at minimizing risk while maintaining profitability. Particularly noteworthy in the article are recommendations for forming an investment portfolio for a newcomer to the stock market, which can significantly minimize possible capital losses.

Key words: stock market investment portfolio retail investor diversification opti-mization

Receiving date: 15.11.2023

Approval date: 01.12.2023

Publication date: 13.12.2023

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