Introduction to Investments-2

Introduction to Investments-2
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  Objectives    Summarize reasons why people invest, what is required before beginning, how returns are earned, and some ways to obtain funds to invest.  Determine your own investment philosophy.  Recognize the variety of investments available.  Identify the major factors that affect the return on investment.  Specify some strategies of portfolio management for long-term investors.  List three guidelines to use when deciding the best time to sell investments.  Establishing Investment Goals  Financial goals should be specific and measurable.  Why are you accumulating these funds?  How much do you need?  How will you get it?  How long will it take you to reach your goal?  How much risk are you willing to assume?   Are you willing to sacrifice current consumption to invest for the future?  Is it realistic to try and save this amount?   Steps to Create a Personal Investing Plan Step 1 My investment goals are:  ____________________  ____________________ Step 2 By ___________, I will have obtained $_______. Step 3 I have $__________ available to invest. Date _____________ Step 4 Possible investment alternatives: 1._________________ 2._________________ 3._________________ 4._________________ Step 5 Risk factors for each alternative 1.____________________ 2.____________________ 3.____________________ 4.____________________ Step 6 Projected return on each alternative 1.__________ 2.__________ 3.__________ 4.__________ Step 7 Investment decision 1._______________ 2._______________ 3._______________ Step 8 Final decision 1._______________ 2._______________ Step 9 Continue evaluating choices.  Investment Fundamentals  Difference in return is a major distinction between savings and investing.  Successful investors begin to live off earnings, without spending wealth itself.  ATTENTION!
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