Paper Beleggingsportefeuille (MBF71a, Siem de Ruijter)
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Course
Beleggen 2 (MBF71A)
Institution
UC Leuven-Limburg
In deze paper moeten de studenten een beleggingsportefeuille van 50.000 euro samenstellen. Ze kiezen een spaarrekening, aandelen, obligaties en fondsen uit door middel van fundamentele analyse en adviezen van op het internet.
Lector: Siem de Ruijter
Academiejaar: 2023-2024
OPO: Beleggen 2
Esper Merckx, Sean Joye & Silke Begine
Inhoud
Situatieschets......................................................................................................... 5
Spaarrekening........................................................................................................ 5
Wat is de Start2Save spaarrekening van KBC?....................................................5
Wat zijn de belangrijkste kenmerken van de Start2Save spaarrekening?...........5
Hoe zit het met de veiligheid?..........................................................................5
Hoe zit het met de liquiditeit?..........................................................................6
Hoe zit het met het rendement?......................................................................6
Hoe zit het met de kosten?.............................................................................. 6
Hoe zit het met de fiscaliteit?...........................................................................6
Waarom de Start2Save spaarrekening?...............................................................6
Beleggingsplatform................................................................................................ 7
Wat is Bolero?...................................................................................................... 7
Voordelen van Bolero.......................................................................................... 7
Aandelen................................................................................................................ 8
Wat zijn aandelen?.............................................................................................. 8
Rechten van de aandeelhouder........................................................................8
Wat zijn de belangrijkste kenmerken van aandelen?...........................................8
Hoe zit het met de veiligheid?..........................................................................8
Hoe zit het met de liquiditeit?..........................................................................9
Hoe zit het met het rendement?......................................................................9
Hoe zit het met de kosten?............................................................................ 10
Hoe zit het met de fiscaliteit?.........................................................................10
Umicore SA (UMI).............................................................................................. 10
Wat is Umicore?.............................................................................................. 10
Fundamentele analyse................................................................................... 11
Kosten............................................................................................................ 11
Dividendbeleid............................................................................................... 12
De aankoop.................................................................................................... 12
Argenx SE (ARGX)............................................................................................. 12
Wat is Argenx?............................................................................................... 12
Fundamentele analyse................................................................................... 13
Aanbevelingen............................................................................................... 13
Kosten............................................................................................................ 14
Dividendbeleid............................................................................................... 14
De aankoop.................................................................................................... 14
Anheuser-Bush InBev SA/NV (ABI).....................................................................15
Wat is Anheuser-Bush Inbev?.........................................................................15
Aanbevelingen............................................................................................... 15
Kosten............................................................................................................ 15
Dividendbeleid............................................................................................... 16
Beleggingsfondsen............................................................................................... 17
Wat zijn beleggingsfondsen?............................................................................. 17
Wat zijn de belangrijkste kenmerken van beleggingsfondsen?.........................17
Hoe zit het met de veiligheid?........................................................................17
Hoe zit het met de liquiditeit?........................................................................18
Hoe zit het met het rendement?....................................................................18
Hoe zit het met de kosten?............................................................................ 18
Hoe zit het met de fiscaliteit?.........................................................................19
KBC Eco Fund World Responsible Investing Classic Shares KAP........................19
Wat is het?..................................................................................................... 19
Ratio’s............................................................................................................ 19
Argumentatie................................................................................................. 20
Kosten............................................................................................................ 20
De aankoop.................................................................................................... 20
BNP Paribas B Strategy - Global Sustainable Defensive....................................20
Wat is het?..................................................................................................... 20
Ratio’s............................................................................................................ 21
Argumentatie................................................................................................. 21
Kosten............................................................................................................ 21
De aankoop.................................................................................................... 21
KBC Bonds Green Social Sustainability Bonds Responsible Investing
Capitalisation ................................................................................................... 21
Wat is het?..................................................................................................... 21
Het fonds selecteert zijn investeringen op basis van duurzaamheid, het
vermijdt uitgesloten activa en streeft naar een rendement dat de index
overtreft. De referentie-index die gebruikt wordt is de Bloomberg Global
Aggregate EUR Green Social Sustainability Bond -Total Return Index............22
Argumentatie................................................................................................. 22
Kosten............................................................................................................ 22
De aankoop.................................................................................................... 22
iShares MSCI World SRI UCITS ETF - EUR ACC (SUSW)......................................23
Wat is het?..................................................................................................... 23
Ratio’s............................................................................................................ 23
Argumentatie................................................................................................. 23
Kosten............................................................................................................ 23
De aankoop.................................................................................................... 23
Obligaties............................................................................................................. 24
Wat zijn obligaties?............................................................................................ 24
Wat zijn de belangrijkste kenmerken van obligaties?........................................24
Hoe zit het met de veiligheid?........................................................................24
Hoe zit het met de liquiditeit?........................................................................24
Hoe zit het met het rendement?....................................................................24
Hoe zit het met de kosten?............................................................................ 25
Hoe zit het met de fiscaliteit?.........................................................................25
US Treasury....................................................................................................... 26
Wat is de US Treasury obligatie?....................................................................26
De kosten....................................................................................................... 26
De aankoop.................................................................................................... 26
Volkswagen Finance Services............................................................................ 27
Wat is de Volkswagen Financ. Services obligatie?..........................................27
De kosten....................................................................................................... 27
De aankoop.................................................................................................... 27
Opvolging van de portefeuille.............................................................................. 28
Passief beheer................................................................................................... 28
Diversificatie..................................................................................................... 28
Duurzaamheid................................................................................................... 29
Kritische reflectie.................................................................................................. 29
Rapport VFB Happening....................................................................................... 31
Esper................................................................................................................. 31
Sean.................................................................................................................. 31
Silke................................................................................................................... 32
Bronnenlijst.......................................................................................................... 33
Algemeen.......................................................................................................... 33
Spaarrekening................................................................................................... 33
Aandelen........................................................................................................... 33
Beleggingsfondsen............................................................................................ 34
Obligaties.......................................................................................................... 34
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