Proceedings of the 2025 International Conference on Financial Risk and Investment Management (ICFRIM 2025)

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Research on Portfolio Optimization and Enterprise Development-A Case Study of Costco

Authors
Ninglan Huang1, *
1Shanghai University, Chengzhong Road 20, Jiading, Shanghai, China
*Corresponding author. Email: ninglan_huang@shu.edu.cn
Corresponding Author
Ninglan Huang
Available Online 3 July 2025.
DOI
10.2991/978-94-6463-748-9_35How to use a DOI?
Keywords
Portfolio optimization; Corporate development; Costco case study
Abstract

This study explores the strategy of portfolio optimization through the Markowitz model and the index model, using Costco as an example to analyze the relationship between portfolio performance and corporate development. The findings suggest that effective portfolio optimization can not only help investors maximize returns while minimizing risks but also reflect the intrinsic value and operational performance of the companies involved. In the case of Costco, the analysis reveals that a well-optimized portfolio accurately reflects the company’s growth potential and market performance. These results demonstrate that portfolio optimization is not just a tool for financial gain but also a way to evaluate and track an enterprise’s strategic success and market position. The study provides valuable insights for developing corporate strategies as well as offers important reference points for investors and market analysts. It helps them make informed decisions by combining a comprehensive risk-return analysis with an understanding of the company’s underlying value and long-term prospects.

Copyright
© 2025 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

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Volume Title
Proceedings of the 2025 International Conference on Financial Risk and Investment Management (ICFRIM 2025)
Series
Advances in Economics, Business and Management Research
Publication Date
3 July 2025
ISBN
978-94-6463-748-9
ISSN
2352-5428
DOI
10.2991/978-94-6463-748-9_35How to use a DOI?
Copyright
© 2025 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

Cite this article

risenwbib
TY  - CONF
AU  - Ninglan Huang
PY  - 2025
DA  - 2025/07/03
TI  - Research on Portfolio Optimization and Enterprise Development-A Case Study of Costco
BT  - Proceedings of the 2025 International Conference on Financial Risk and Investment Management (ICFRIM 2025)
PB  - Atlantis Press
SP  - 307
EP  - 315
SN  - 2352-5428
UR  - https://doi.org/10.2991/978-94-6463-748-9_35
DO  - 10.2991/978-94-6463-748-9_35
ID  - Huang2025
ER  -