100% satisfaction guarantee Immediately available after payment Both online and in PDF No strings attached
logo-home
Paper Beleggingsportefeuille (MBF71a, Siem de Ruijter) $6.10   Add to cart

Case

Paper Beleggingsportefeuille (MBF71a, Siem de Ruijter)

 15 views  2 purchases
  • Course
  • Institution

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.

Preview 4 out of 35  pages

  • August 23, 2024
  • 35
  • 2024/2025
  • Case
  • Siem de ruijter
  • 6-7
avatar-seller
Beleggingspor
tefeuille
Groep 4



2FVA-FP

,UCLL Campus Proximus, Geldenaaksebaan 355, 3001 Leuven


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


2

,UCLL Campus Proximus, Geldenaaksebaan 355, 3001 Leuven


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


3

, UCLL Campus Proximus, Geldenaaksebaan 355, 3001 Leuven


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


4

The benefits of buying summaries with Stuvia:

Guaranteed quality through customer reviews

Guaranteed quality through customer reviews

Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.

Quick and easy check-out

Quick and easy check-out

You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.

Focus on what matters

Focus on what matters

Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!

Frequently asked questions

What do I get when I buy this document?

You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.

Satisfaction guarantee: how does it work?

Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.

Who am I buying these notes from?

Stuvia is a marketplace, so you are not buying this document from us, but from seller silbegine. Stuvia facilitates payment to the seller.

Will I be stuck with a subscription?

No, you only buy these notes for $6.10. You're not tied to anything after your purchase.

Can Stuvia be trusted?

4.6 stars on Google & Trustpilot (+1000 reviews)

82871 documents were sold in the last 30 days

Founded in 2010, the go-to place to buy study notes for 14 years now

Start selling
$6.10  2x  sold
  • (0)
  Add to cart