PORTFOLIO ANALYSIS USING UPSIDE-POTENTIAL RATIO AND APPLYING PORTFOLIO ASSESSMENT CRITERIA

Abstract

This Research survey the portfolio analysis using upside-potential ratio and applying portfolio assessment criteria in stock portfolio of retirement fund investment Company of oil industry Employees. This research categorized in descriptive research classification. On the other hand, this paper in terms of purpose has been categorized in the applied research classification. Descriptive method has been used to collect data in terms of the purposes mentioned in the applied type of research. The result of this research showed that portfolio consisted of the stock at small, medium and big companies have better performance than the mean of portfolio based on the UpsidePotential Ratio and another side portfolio consisted of the stock at small, medium and big companies have better performance than the mean of portfolio based on Upside-Potential Ratio.