科技產業、金融產業與國防產業投資組合分析

Abstract

中文摘要 本報告研究目的在於利用所學知識及資源，找出在科技、金融及國防三個產業中，對投資人而言利潤最佳的投資組合。 我們藉由TEJ系統及公開資訊觀測站蒐集三個產業中最好的兩間公司的財務報表及資訊，再使用Excel整理資料，計算各項數據進而做出市場走向圖，最終呈現出三個企業中最值得去投資的公司組合。 研究最後得出的結果，最佳的投資組合是：台積電16.52%、國泰金19.59%、漢翔63.89%，此結論將有助於投資人判斷，當今天有一筆資金能投資時，能夠以這樣的比例將資金投入這三個產業對應到最佳的公司，以達到獲利最大化。

Abstract The purpose of our report is using knowledge and resources that we learned in Contemporary Financial Management to find the best investment portfolio for investor in technology, financial and defense industries. We collected financial statements and information of the best companies of the three industries through Taiwan Economic Journal (TEJ) system and Market Observation Post System (MOPS). Then used Excel to organize information, calculating all data , making market trend graph. Finally presented the best investment portfolio of the three industries. Final result of the research shows the best investment portfolio is, TSMC16.52% Cathay Financial Holdings Co., Ltd.19.59% AIDC63.89%. This result can help investors to get biggest profits through investing the best companies in the three industries by the rates when they have money to invest.