uitgebreide samenvatting beleggen 1 UCLL gegeven door Siem de Ruijter, jaar . alle oefeningen opgelost extra oefeningen uit dun boekje ook ingevoegd deel les notities examenvragen. 70% op het examen gehaald met deze 'samenvatting', alles staat er in.
Inhoudsopgave
DEEL 1: hoofdstuk 1-4 (beleggen)
DEEL 2: hoofdstuk 5-16 (beleggingsproducten)
1 Vermogensvorming ...................................................................................................................................... 7
1.1 Sparen en beleggen ............................................................................................................................... 7
1.2 Beoordelingscriteria van beleggingsvormen ........................................................................................ 7
1.2.1 Veiligheid ......................................................................................................................................... 7
1.2.2 Liquiditeit ....................................................................................................................................... 13
1.2.3 Return ............................................................................................................................................. 14
1.2.4 Fiscale gevolgen ............................................................................................................................. 18
1.2.5 Taks op effectenrekening ............................................................................................................... 20
1.2.6 Kosten van het beleggingsproduct ................................................................................................. 20
1.2.7 MiFID – Marktes in Financial Instruments Directive .................................................................... 20
1.2.8 MiFID II aanvullingen en wijzigingen ........................................................................................... 22
1.3 Extra oefeningen ................................................................................................................................. 22
2 De beurs ....................................................................................................................................................... 23
2.1 Markt van vraag en aanbod ................................................................................................................ 23
2.2 Overzicht van de beurzen van Euronext ............................................................................................. 23
2.3 Organisatie en werking ....................................................................................................................... 25
2.3.1 De verschillende markten van Euronext ........................................................................................ 25
2.3.2 De handel in effecten...................................................................................................................... 27
2.3.3 Het verloop van de beurshandel ..................................................................................................... 28
2.3.4 Het bepalen van de beurskoers ....................................................................................................... 29
2.3.5 Schorsing van een aandeel ............................................................................................................. 31
2.3.6 Order- versus prijsgedreven markten ............................................................................................. 32
2.4 IPO ...................................................................................................................................................... 34
2.4.1 Voordelen van een IPO .................................................................................................................. 34
2.4.2 Nadelen van een IPO ...................................................................................................................... 34
2.4.3 De beursgangprocedure .................................................................................................................. 35
2.5 Beursorders ......................................................................................................................................... 36
2.5.1 Soorten beursorders ........................................................................................................................ 36
2.5.2 Geldigheidsduur van beursorders ................................................................................................... 38
2.6 Historiek van de beurs (overzicht van beurscrisissen) ....................................................................... 38
2.7 Extra oefeningen ................................................................................................................................. 39
3 Beleggen en macro-economie ..................................................................................................................... 41
4 Een beleggingsportefeuille samenstellen .................................................................................................. 42
4.1 Bepaal uw risicoprofiel ....................................................................................................................... 42
4.2 Hou de kosten in het oog ..................................................................................................................... 42
4.3 Diversifieer.......................................................................................................................................... 42
4.4 Start vroeg met beleggen..................................................................................................................... 42
4.5 Herbalanceer tijdig de portefeuille ..................................................................................................... 42
4.6 Stel een financieel plan op en bepaal uw doelstellingen .................................................................... 43
4.7 En ken uzelf ......................................................................................................................................... 43
4.8 Extra oefeningen ................................................................................................................................. 43
10 Obligaties ..................................................................................................................................................... 68
10.1 Definitie............................................................................................................................................... 68
10.2 Soorten ................................................................................................................................................ 69
10.2.1 Gewone obligaties ..................................................................................................................... 69
10.2.2 Indeling volgens de waarborg ................................................................................................... 69
10.2.3 Indeling volgens de uitgiftemodaliteiten ................................................................................... 70
10.2.4 Indeling volgens het rendement ................................................................................................ 70
10.2.5 Indeling volgens de duurtijd ...................................................................................................... 74
10.2.6 Indeling volgens nationaliteit .................................................................................................... 75
10.2.7 Hybride soorten obligaties......................................................................................................... 75
10.2.8 Speciale soorten ......................................................................................................................... 79
10.3 Veiligheid ............................................................................................................................................ 79
10.3.1 De kwaliteit van de uitgever ...................................................................................................... 79
10.3.2 Het muntrisico bij obligaties in vreemde valuta ........................................................................ 80
10.3.3 Het renterisico ........................................................................................................................... 81
10.3.4 Het liquiditeitsrisico .................................................................................................................. 82
10.4 Liquiditeit ............................................................................................................................................ 82
10.5 Return .................................................................................................................................................. 83
10.5.1 De couponrente.......................................................................................................................... 83
10.5.2 Het couponrendement................................................................................................................ 85
10.5.3 Het effectieve rendement........................................................................................................... 86
10.5.4 Het actuariële rendement ........................................................................................................... 86
10.5.5 De duration van een obligatie .................................................................................................... 87
10.5.6 De modified duration van een obligatie .................................................................................... 87
10.5.7 Convexiteit ................................................................................................................................ 87
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10.6 Fiscaliteit ............................................................................................................................................ 87
10.7 Kosten.................................................................................................................................................. 88
10.8 Voor- en nadelen ................................................................................................................................. 88
10.9 Extra oefeningen ................................................................................................................................. 89
11 Aandelen ...................................................................................................................................................... 91
11.1 Definitie............................................................................................................................................... 91
11.2 Soorten ................................................................................................................................................ 92
11.2.1 Indeling naar de vorm................................................................................................................ 92
11.2.2 Indeling volgens de rechten die ze vertegenwoordigen ............................................................ 92
11.2.3 Indeling volgens de beleggers ................................................................................................... 93
11.3 Veiligheid ............................................................................................................................................ 94
11.4 Liquiditeit ............................................................................................................................................ 95
11.5 Return .................................................................................................................................................. 95
11.6 Fiscaliteit ............................................................................................................................................ 96
11.7 Kosten.................................................................................................................................................. 96
11.8 Voor- en nadelen ................................................................................................................................. 96
11.9 Beleggen in aandelen .......................................................................................................................... 97
11.9.1 Fundamentele analyse ............................................................................................................... 97
11.9.2 Technische analyse .................................................................................................................. 105
11.10 Topics: Holdings ............................................................................................................................... 111
11.11 Topics: Crowdfunding....................................................................................................................... 112
11.12 Extra oefening ................................................................................................................................... 113
12 Beleggingsfondsen ..................................................................................................................................... 114
12.1 Definitie............................................................................................................................................. 114
12.2 Soorten .............................................................................................................................................. 114
12.2.1 Open en gesloten fondsen........................................................................................................ 114
12.2.2 Gemeenschappelijke beleggingsfondsen ................................................................................. 116
12.2.3 Aandelenfondsen ..................................................................................................................... 116
12.2.4 Obligatiefondsen ..................................................................................................................... 117
12.2.5 Monetaire fondsen ................................................................................................................... 117
12.2.6 Gemengde fondsen .................................................................................................................. 117
12.2.7 Fondsen met kapitaalbescherming en klikfondsen .................................................................. 118
12.2.8 Indexfondsen ........................................................................................................................... 119
12.2.9 Trackers of Exchange Traded Funds (ETF) ............................................................................ 119
12.2.10 Paraplufondsen of dakfondsen ................................................................................................ 119
12.2.11 Hefboomfondsen of Hedge Funds ........................................................................................... 120
12.2.12 Tak21 ....................................................................................................................................... 121
12.2.13 Tak23 ....................................................................................................................................... 121
12.2.14 Pensioenfondsen ...................................................................................................................... 121
12.3 Veiligheid .......................................................................................................................................... 122
12.4 Liquiditeit .......................................................................................................................................... 124
12.5 Rendabiliteit ...................................................................................................................................... 125
12.6 Fiscaliteit .......................................................................................................................................... 127
12.7 Kosten................................................................................................................................................ 128
12.7.1 Instap- en uitstapkosten ........................................................................................................... 128
12.7.2 Total Expense Ratio ................................................................................................................ 128
12.7.3 Invloed van de kosten op de return ......................................................................................... 129
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