The choice of this area of strategic investment is typical of an aggressive investment
strategy, the main aspects of which is the maximization of income arising as the
difference between the acquisition cost of the asset and its subsequent value in a limited
investment period, as well as the observance of the high efficiency of each investment
operation. The indicated directions of the investment strategy can be combined,
acquiring various forms, which potentially makes it possible to increase their
advantages and to some extent, to minimize their shortcomings. The option of such
combination is the third direction (obtaining current income and capital gains), which
corresponds to a modest investment strategy, the main advantage of which is a
sufficient amount of income in the form of capital gains and current payments at
moderate risk and not limited to the strict limits of the investment period. Therefore, in
general, at this stage, we must make sound management decisions to invest in the
financial market, accompanied by the development of plans, programs with goals,
measures to achieve them, deadlines, resources required and responsible persons.
Stage 6. Implementation of the investment strategy. The main task of realization
of the chosen investment strategy should be the choice of the investment object with
the specification of the issuing institutions, which have the best prospects for
development and which can provide the highest efficiency of investments. Therefore,
before making a decision on the implementation of an investment strategy through the
purchase of securities, it is necessary to take into account the compliance of the seller's
institution (issuer) with certain criteria of investment attractiveness, the main of which
is the level of its financial stability. It is obvious that an economically inefficient and
financially unstable institution is unlikely to be properly accountable for its obligations,
which are documented in the form of one or another of its securities. To assess the
investment attractiveness of securities of different institutions-sellers (issuers) in the
financial market should be followed by a series of coefficients that characterize their
financial stability and cost-effectiveness.
An important part of the implementation phase of the investment strategy is the
formation of a portfolio investment. After all, it is portfolio investment that allows you
to improve the investment conditions by adding to the aggregate of different investment
areas such investment characteristics that are unattainable for individual investments
or securities, and are possible only with their combination. The main purpose of any
institute-investor is to create a balanced investments portfolio that is one that
corresponds to the chosen strategic investment objectives.
Formation of an investment portfolio should be carried out according to a pre-
specified type of investment strategy. Consequently, as well as investment strategies,
investment portfolios need to be diversified according to their specificity, reflecting a
certain combination of investors' interests, and consolidating in some form or other
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