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How To Invest Lesson 2: Strategies For Stock Investing
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How To Invest Lesson 2: Strategies For Stock Investing

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In this WealthLift Presentation, you will learn: ...

In this WealthLift Presentation, you will learn:

• What is an investing style and why do I need one?

• How much should I invest in the stock market?

• Why should I invest in different sized companies?

• What sort of companies should I invest in?

For more, go to http://www.WealthLift.com

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    How To Invest Lesson 2: Strategies For Stock Investing How To Invest Lesson 2: Strategies For Stock Investing Presentation Transcript

    • Lesson 2: Strategies For Stock Investing In this WealthLift video lesson, you will learn: • What is an investing style and why do I need one? • How much should I invest in the stock market? • Why should I invest in different sized companies? • What sort of companies should I invest in?Depictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: What is an investing style? Over 2000 companies on the Investors choose an investing New York Stock Exchange style that suits their own and over 3000 on the situation. NASDAQ. To create your ideal • Yourinvestment timeline stock portfolio, consider: • Your personal risk tolerance • Thetime that you want to spend managing your stock portfolioDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #1 How much should I invest? Rule ONE - Never invest what you can’t afford to lose • Always keep a portion of your savings as a nest egg in case of emergencies. One to two months worth of living expenses is a good amount. Rule TWO- Find the risk-reward balance • The longer your investment timeline, the more of your savings you can put in higher return, higher risk assets. The longer you have until retirement, the longer your investment timeline. Rule THREE- Do what feels right • Consider your own situation and invest accordingly.Depictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #2 What are Large, Medium and Small Caps? Example Companies: Small companies, with less than $1 billion in market capitalization, are known as small caps. Medium sized companies, with between Example Companies: $1 billion and $10 billion in market capitalization, are known as mid caps. Example Companies: Large established companies, with greater than $10 billion in market capitalization, are known as large caps, or blue chips.Depictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #2 Small Caps Mid Caps Large Caps • Core Blend of • Mature growth products, limited characteristics phase markets of Small Caps & Large Caps • Stable growth • Higher chance of bankruptcy • Lower risk • Innovative products • Potential for high growth in innovative • High potential for companies fast growthDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #2 Young Investors, Longer Older Investment Timelines Investors, Shorter Investment Timelines • More Small • More Large & Mid Caps Caps • Less Large • Less Small Caps & Mid CapsDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #3 What are Value, Growth and Income stocks? Value Investing • Look for stocks that are currently priced below their intrinsic value, or what they are really worth. • Look at:  Company Assets  Current Earnings  Products  Competitive Advantage • Value stocks have a low Price-To-Earnings Ratios (PE Ratio) • Value stocks can be Small, Mid or Large CapsDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #3 What are Value, Growth and Income stocks? Growth Investing • Look for earnings momentum, or future growth in profits, and the products of a company. • Growth stocks usually have high Price-To-Earnings Ratios • Growth stocks are usually Small and Mid CapsDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #3 What are Value, Growth and Income stocks? Income Investing • Look for companies with consistently high dividends. Dividends are distributions of company profits to stockholders. • Income stocks are usually Large CapsDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Lesson 2: Choosing an investing style #3 What are Value, Growth and Income stocks? Income Investing Dividend Payment = Dividend Declared x No. of Shares You Own Dividend Payment = $1 Declared x 500 Stocks = $500 in Dividend paymentsDepictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.
    • Congratulations – Lesson 2 Completed In the next WealthLift video lesson, you will learn: • What makes a company valuable? • What’s the difference between a great company and a great stock? • What are some other key indicators investors look at when valuing a specific stock? • How do you find the information you need about companies?Depictions of persons. product names and images modeled in this video are trademarks of theirrespective owners who do not endorse and are not associated or affiliated with WealthLift Inc.©2011 WealthLift Inc. All Rights Reserved.