Date of Award

2024

Document Type

Thesis

Degree Name

MS in Science

Department

Business Analytics and Information Systems

First Advisor

Fang Lu

Abstract

The research conducted in this study centers around the crossover of portfolio optimization with risk management through dividend paying stocks. To accomplish this, data was taken from the past to show how certain dividend paying stocks and ETFs have performed against the whole of the market. The study includes the possible benefits that would be achieved through the reinvestment of the paid dividends back into the companies that paid those dividends. This study discusses risk management in a portfolio, which involves employing strategies to mitigate potential risks that could impact investment performance. By diversifying across asset classes, investors aim to protect their portfolios against unforeseen market fluctuations and downside events. It is important to manage the allocation of funds into each stock and ETF, depending on the performance of the market as a whole because some market sectors perform better under different market conditions. In order to maximize portfolio returns, the portfolio must be constantly managed and optimized.

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