Tula, Russian Federation
e article is devoted to the marginal use of alternative investment forms: gold, precious metals, coins and diamonds at the current stage, as well as their detailed characteristics in conditions of high volatility and uncertainty of financial markets. The study reveals the dynamics, main advantages, disadvantages and extrapolar trends of the above-listed forms of investment. The article focuses on the profitability of the main financial instruments with significant risks and economic unpredictability for private investors, and its correlation with official inflation is presented. In order to hedge and diversify risks, a comparative analysis of the main financial indicators of the market and an algorithm for the profitability of a conditional balanced portfolio of a private investor are presented. The final results of the study provide a description of the fundamental factors of the growth in demand for diamonds in the long term and prove the effectiveness and convenience of this instrument.
investments, gold, coins, diamonds, profitability, volatility, investment instruments
1. Askinadzi V.M. Investicii: uchebnik dlya vuzov [Tekst] / V.M. Askinadzi, V.F. Maksimova. — M.: Yurayt, 2024. 386 s.
2. Borisova O.V. Investicii: uchebnik i praktikum dlya vuzov [Tekst] / O.V. Borisova, N.I. Malyh, L.V. Oveshnikova. — M.: Yurayt, 2024. — 482 s.
3. Grineva O.V. Nevzaimozamenyaemye tokeny i cifrovye finansovye aktivy: problemy i teorii [Tekst] / O.V. Grineva // Vserossiyskie studencheskie lomonosovskie chteniya. — 2022. — S. 252–256.
4. Korobov A.A. Investicii v zoloto: osnovnye podhody k ocenke i upravleniyu riskami [Tekst] / A.A. Korobov // Matematicheskoe i komp'yuternoe modelirovanie v ekonomike, strahovanii i upravlenii riskami. — 2019. Vyp. 4. — S. 152–157. EDN: https://elibrary.ru/VCHKZT
5. Leont'ev V.E. Investicii: uchebnik i praktikum dlya vuzov [Tekst] / V.E. Leont'ev, V.V. Bocharov, N.P. Radkovskaya. — M.: Yurayt, 2023. — 447 s.
6. Orishev A.B. Zolotye investicionnye monety kak instrument investirovaniya dlya srednego klassa [Tekst] /A.B. Orishev // Biznes i dizayn revyu. — 2023. Vyp. 1 (17). — S. 2–14.
7. Sergeev S.V. Perspektivy investiciy v zoloto [Tekst] / S.V. Sergeev, A.E. Gal'cova // Nauchnyy progress: voprosy teorii i praktiki. — 2022. — S. 131–138.
8. Shilikov D.A. Riski i preimuschestva dolgosrochnogo potrebitel'skogo investirovaniya v zoloto v period krizisa (pandemii) [Tekst] / D.A. Shilikov, A.A. Mal'cev // Nauchno-prakticheskie issledovaniya. — 2022. Vyp. 5-6 (28). — S. 81–85.
9. Associaciya rossiyskih bankov. https://arb.ru/ (data obrascheniya: 21.03.2024).
10. Vsemirnyy sovet po zolotu. https://www.gold.org/ (data obrascheniya: 20.03.2024).
11. Doklad o brilliantah Rapoport. https://store.rapaport.com/research-report/(data obrascheniya: 28.03.2024).
12. Moskovskaya birzha. https://www.moex.com/ (data obrascheniya: 21.03.2024).
13. Central'nyy Bank RF. https://cbr.ru/ (data obrascheniya: 08.04.2024).
