Impact of portfolio turnover levels on liquidity: A case study of a home appliance company

Main Article Content

Maria Fernanda Torres Abad
Lisseth Tinoco Pesantez
Néstor Daniel Gutiérrez Jaramillo

Abstract

This article is focused on the analysis of the financial ratios
during the years 2018 and 2019 of Marcimex S.A.,
considered the largest home appliance trader in the
country, with the purpose of establishing the variation that
exists in the recovery of the portfolio from one year to
another, in order to know if the current situation of the
company is adequate. The research methodology
developed is of inductive - deductive type by means of
instruments such as direct observation, of longitudinal type
where the results analyze reflect variation between the
years 2018 - 2019; it is important to review its financial
statements in order to verify the real and current situation
of the company, applying the financial indexes: Liquidity,
Portfolio Turnover and Leverage. It is possible to
distinguish a significant percentage in the collection of
accounts receivable in 2018, however, 2019 reflects a year
with greater demand and variation of products. New
strategies are proposed to provide encouraging results
within the credit and collection area of this institution with
the purpose of improving the client portfolio without
affecting the commercial relationship. 

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How to Cite
Torres Abad, M. F., Tinoco Pesantez, L., & Gutiérrez Jaramillo, N. D. (2022). Impact of portfolio turnover levels on liquidity: A case study of a home appliance company. Journal of Business and Entrepreneurial Studie, 6(1). https://doi.org/10.37956/jbes.v5i1.265
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Articles

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