The document discusses equity investments and the capital markets. It provides an overview of different types of investments including stocks, bonds, and mutual funds. It also outlines the key steps in planning an investment strategy, including setting objectives, selecting asset types and ratios, portfolio management, and analysis. Factors to consider when selecting investments are discussed such as returns, risk, liquidity, and taxes.
Equity market (commonly known as share market) is place of possibilities. However, you can still play a good innings by following these important points
Investing 101 - A beginner's guide to investing and investment conceptsWealthminder
Everything (important) you need to know about investing and investment related concepts. We'll walk you through the basics of everything from a financial plan to different types of investment accounts and different types of investment assets.
This is the internal presentation we give to all new employees of Wealthminder. They thought we should share it with everyone.
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
Equity market (commonly known as share market) is place of possibilities. However, you can still play a good innings by following these important points
Investing 101 - A beginner's guide to investing and investment conceptsWealthminder
Everything (important) you need to know about investing and investment related concepts. We'll walk you through the basics of everything from a financial plan to different types of investment accounts and different types of investment assets.
This is the internal presentation we give to all new employees of Wealthminder. They thought we should share it with everyone.
It is good to know the basics before making investments in Stock Markets. History has recorded scores of investors who have made fortune out of stock market. And if your investments are timed well, you could be the next fortune maker in the market.
Investment basics wayne lippman
Wayne Lippman has forty years of involvement in broad daylight bookkeeping incorporating a quarter century Price Waterhouse, where he served as an expense accomplice in the San Francisco and Oakland workplaces. He was already Managing Tax Partner of the Walnut Creek office of Price Waterhouse.
Wayne spends significant time in individual assessment getting ready for corporate officials and corporate duty anticipating firmly held organizations. He has huge involvement in investment opportunity arranging, exploration and trial credits and multi-state tax assessment. His industry experience incorporates the tax assessment of assembling, dispersion, development, high innovation, retail, benefit commercial enterprises, land organizations and endeavor reserves. Wayne is dynamic in expert associations and is a past administrator of the Taxation Committee of the California Society of Certified Public Accountants, East Bay Chapter. Wayne Lippman got a Bachelor of Arts degree in Economics from the University of California, Berkeley and a Master of Science degree in Taxation from Golden Gate University.
Businesses may be organized in a number of different ways, including sole proprietorships, partnerships or corporations. A business may offer to sell a portion of its ownership by issuing stock.
The following eBook’s purpose is to outline all the necessary fundament skills needed to understand the capital markets in a trading context. The three-part guide will walk you through the markets, trading concepts, and technical analysis and trading strategies. Produced after hours of research and planning by current and former professionals in the trading industry, you will become familiar with applicable knowledge that will allow you to be competitive in today’s markets.
This deck consists of total of seventy slides. It has PPT slides highlighting important topics of Investment Portfolio Management Power Point Presentation Slides . This deck comprises of amazing visuals with thoroughly researched content. Each template is well crafted and designed by our PowerPoint experts. Our designers have included all the necessary PowerPoint layouts in this deck. From icons to graphs, this PPT deck has it all. The best part is that these templates are easily customizable. Just click the DOWNLOAD button shown below. Edit the colour, text, font size, add or delete the content as per the requirement. Download this deck now and engage your audience with this ready made presentation.
The slide is all about the defensive investor and enterprising investor, their differemces, advantages and disadvantages of defensive and enterprising investor, Strategies for defensive and enterprising investor.
Copy and paste the below link, to check it:
https://sharesarkar.blogspot.com/2021/09/defensive-investor-vs-enterprising.html
http://profitableinvestingtips.com/stock-investing/designing-an-investment-portfolio
Designing an Investment Portfolio
Designing an investment portfolio may be the most important thing you do in investing. There are tips and insights to make you money but over the long haul profitable investing hinges on hedging investment risk as well as picking winners. Here are a few insights into designing an investment portfolio.
Matching Portfolio Risk to the Investor
We have often noted that as an investor ages he or she will commonly want to move to dividend stocks instead of riskier investment. Business Insider gives an example of analyzing the portfolio of a retiree for risk.
What’s one trademark of a poorly designed investment portfolio? The answer is a portfolio whose risk character is incompatible with the risk character of its owner.
Frequently, these risk incompatibilities are camouflaged by a hot stock market. But when the market reverses and begins to fall like it has lately, the problems of investment portfolios with unsuitable risk levels becomes apparent.
Factors to consider are cost, diversification, risk, tax efficiency and long term performance. You may be invested in a fund that pays good returns but those returns are largely eaten up by fees and commissions. If you were invested heavily in big oil you lost heavily when the price of oil fell. Diversification across various market sectors is good. Tax free or tax advantaged investments are good if you are still in your earning years but less important as you retire. Risk and long term performance are closely related. As the author says when the market is hot all stocks look good but when it falls only strong companies hold their value. If you would like to sleep well at night load up on long term strong performers.
Unexpected Outcomes
Sometimes strategies for designing an investment portfolio do not work out as expected. The New York Times writes about investment strategies mean to lessen volatility and how they may not have worked as expected.
This ppt is expressed about the importance of investing in real world. Investing in the stock market has the capability to hegemony the power of inflations. In this ppt, included about the type of investment as well as information on the stock market from the basic level in an attractive way. It depicts a clear picture of investment and understands the concept of how easy to enter in stock market.
All About Equity Funds | Equity Fund Types Features and BenefitsNimish Maheshwari
Understand This PPT : https://youtu.be/TTAdBJixg9o
This slide share tells all about the equity fund inevsting, its types, Features, Benefits.
What an equity Fund?
How do Equity Funds work?
Who should Invest in Equity Funds?
Types of Equity Mutual Funds
Features of an Equity Fund
Benefits of investing in Equity Mutual Funds
Taxation rules of Equity Funds
Choosing between Lumpsum Investment and SIP
For video :https://youtu.be/TTAdBJixg9o
An equity investment is generally referred to as the buying and holding of shares in a share market by various individuals and companies in anticipation of an additional income from dividends and/or capital gains as they expect the value of the stock to rise.
Investment basics wayne lippman
Wayne Lippman has forty years of involvement in broad daylight bookkeeping incorporating a quarter century Price Waterhouse, where he served as an expense accomplice in the San Francisco and Oakland workplaces. He was already Managing Tax Partner of the Walnut Creek office of Price Waterhouse.
Wayne spends significant time in individual assessment getting ready for corporate officials and corporate duty anticipating firmly held organizations. He has huge involvement in investment opportunity arranging, exploration and trial credits and multi-state tax assessment. His industry experience incorporates the tax assessment of assembling, dispersion, development, high innovation, retail, benefit commercial enterprises, land organizations and endeavor reserves. Wayne is dynamic in expert associations and is a past administrator of the Taxation Committee of the California Society of Certified Public Accountants, East Bay Chapter. Wayne Lippman got a Bachelor of Arts degree in Economics from the University of California, Berkeley and a Master of Science degree in Taxation from Golden Gate University.
Businesses may be organized in a number of different ways, including sole proprietorships, partnerships or corporations. A business may offer to sell a portion of its ownership by issuing stock.
The following eBook’s purpose is to outline all the necessary fundament skills needed to understand the capital markets in a trading context. The three-part guide will walk you through the markets, trading concepts, and technical analysis and trading strategies. Produced after hours of research and planning by current and former professionals in the trading industry, you will become familiar with applicable knowledge that will allow you to be competitive in today’s markets.
This deck consists of total of seventy slides. It has PPT slides highlighting important topics of Investment Portfolio Management Power Point Presentation Slides . This deck comprises of amazing visuals with thoroughly researched content. Each template is well crafted and designed by our PowerPoint experts. Our designers have included all the necessary PowerPoint layouts in this deck. From icons to graphs, this PPT deck has it all. The best part is that these templates are easily customizable. Just click the DOWNLOAD button shown below. Edit the colour, text, font size, add or delete the content as per the requirement. Download this deck now and engage your audience with this ready made presentation.
The slide is all about the defensive investor and enterprising investor, their differemces, advantages and disadvantages of defensive and enterprising investor, Strategies for defensive and enterprising investor.
Copy and paste the below link, to check it:
https://sharesarkar.blogspot.com/2021/09/defensive-investor-vs-enterprising.html
http://profitableinvestingtips.com/stock-investing/designing-an-investment-portfolio
Designing an Investment Portfolio
Designing an investment portfolio may be the most important thing you do in investing. There are tips and insights to make you money but over the long haul profitable investing hinges on hedging investment risk as well as picking winners. Here are a few insights into designing an investment portfolio.
Matching Portfolio Risk to the Investor
We have often noted that as an investor ages he or she will commonly want to move to dividend stocks instead of riskier investment. Business Insider gives an example of analyzing the portfolio of a retiree for risk.
What’s one trademark of a poorly designed investment portfolio? The answer is a portfolio whose risk character is incompatible with the risk character of its owner.
Frequently, these risk incompatibilities are camouflaged by a hot stock market. But when the market reverses and begins to fall like it has lately, the problems of investment portfolios with unsuitable risk levels becomes apparent.
Factors to consider are cost, diversification, risk, tax efficiency and long term performance. You may be invested in a fund that pays good returns but those returns are largely eaten up by fees and commissions. If you were invested heavily in big oil you lost heavily when the price of oil fell. Diversification across various market sectors is good. Tax free or tax advantaged investments are good if you are still in your earning years but less important as you retire. Risk and long term performance are closely related. As the author says when the market is hot all stocks look good but when it falls only strong companies hold their value. If you would like to sleep well at night load up on long term strong performers.
Unexpected Outcomes
Sometimes strategies for designing an investment portfolio do not work out as expected. The New York Times writes about investment strategies mean to lessen volatility and how they may not have worked as expected.
This ppt is expressed about the importance of investing in real world. Investing in the stock market has the capability to hegemony the power of inflations. In this ppt, included about the type of investment as well as information on the stock market from the basic level in an attractive way. It depicts a clear picture of investment and understands the concept of how easy to enter in stock market.
All About Equity Funds | Equity Fund Types Features and BenefitsNimish Maheshwari
Understand This PPT : https://youtu.be/TTAdBJixg9o
This slide share tells all about the equity fund inevsting, its types, Features, Benefits.
What an equity Fund?
How do Equity Funds work?
Who should Invest in Equity Funds?
Types of Equity Mutual Funds
Features of an Equity Fund
Benefits of investing in Equity Mutual Funds
Taxation rules of Equity Funds
Choosing between Lumpsum Investment and SIP
For video :https://youtu.be/TTAdBJixg9o
An equity investment is generally referred to as the buying and holding of shares in a share market by various individuals and companies in anticipation of an additional income from dividends and/or capital gains as they expect the value of the stock to rise.
For innovative businesses it is vital to take advantage of support that can enable a business to grow. This includes tax reliefs aimed at the different stages in a business’s life cycle and the various avenues that are available for raising finance to take the business to the next level of its development. In this session we will look at the early stage of R&D claims and funding opportunities, through to share schemes, EIS and international expansion and the correlation with raising finance, both equity and debt, culminating in the final stage of the business being sold, what this can look like and how to be prepared.
This presentation aims to provide a basic knowledge about stock market and it explains the basic terms and operations related with stock market.it will will be beneficial to the beginners in stock market.
How to create value for your organization? Why TSR is the best metric for value creation? Why is it difficult to create sustainable value? How to build sustainable value creation strategy & create value for a longer period of time? Why CSR & brand value change not consider as a part of TSR? Why multiple compressions are so difficult to beat? Why investors & analyst discounts valuation multiple? How to transit majority investors without eroding TSR? How to create value in low growth economy? How to play your strategy with sustainable TSR matrix as per investors eye? Why investors communication is so important for value creation? Which strategy you should use for value creation? How to use value creation scenarios? Why cash strategy is so important in low growth economy?
If all these question bothers you before developing your company’s corporate strategy/value creation strategy then you must see your New Year’s
complimentary gift presentation
“A handy e-book on how to create sustainable shareholders value”
3. USE OF MONEY # Unit of accounts : For calculating the value of assets # Medium of exchange: For catering his basic needs # Store of value: For transactional demand and precautionary demand
4. BOOKMAN LOW OF MONEY “ Wealth in the form of money will not multiply ”
5. WEALTH IS CREATED BY CIRCULATTION OF MONEY MORE WE CIRCULATE MORE WE CREATE BOOKMAN LOW OF MONEY
6. BOOKMAN LOW OF MONEY “ For a better life, Earn money wisely Saved money regularly Invest them smartly”
9. PLAN YOUR INVESTMENT Step 1 # Creating investment objectives & destinations and understanding threats & hurdles of the objectives Step 2 # Selecting the type of investments and ratios Step 3 # Active or passive portfolio working plans Step 4 # selection of securities Step 5 # portfolio management Step 6 # portfolio analysis
12. PUBLIC LIMITED COMPANIES WORKING CAPITAL BONDS PREVILAGE SHARES EQUITY SHARES BONUS SHARES PREFERENCE SHARES CAPITAL MARKET
13. AIM : Regulating capital flow from higher part to lower part distribution of wealth generated in the nation to the public Triggering economic growth of a nation CAPITAL MARKET
14. Total Assets Equity Company borrowing. Must repay 100% at fixed point in future + rate of interest (fixed or floating). Bonds are issued by companies to investors. Owners’ investment, + / - accumulated profits. No repayment date for owner’s investment. Owner will receive dividends. DIFFERENCE BETWEEN DEBTS AND EQUITY Debt
15. DIFFERENCE BETWEEN DEBTS AND EQUITY Companies Governments, supra-national agencies, e.g. World Bank, Mortgage Backed, Asset Backed, Companies Who issues? High risk, high return Low risk, consistent return Long-term expected return Equities considered an inflation hedge as companies can increase prices if costs rise Inflation negative for bonds as it makes the final values worth less in real terms Inflation Much higher risks than bonds as no maturity date at which investment is returned, therefore, value set by market Risk if held to maturity is default, otherwise will receive nominal bond value back. Bond investors have first call on company assets Risk Dividend + / - capital appreciation Interest + / - capital appreciation Return No Yes Maturity Equities Bonds
16. Bonds are priced according to how much investors are prepared to pay for an interest payment stream over a time period (interest rate) , and depending on the confidence that the final sum will be returned (credit DIFFERENCE BETWEEN DEBTS AND EQUITY Down Up Economy will fall so interest rates will fall. Investors prepared to pay more for bond coupon (less demand for money) c) Bird Flu outbreak Up Down Government likely to increase interest rate so better value in new bonds b) Booming economy (GDP + 8%) Up Down Future value of bond worth less in real terms a) Rising inflation (+2%) Bond interest rate Bond price Result Scenario
22. BONDS AND SHARES Dividend with fixed rates Cumulative dividends available Will get preference in profit distribution Aim: Distribute shares to persons other than public Features PREFERENCE ISSUES
23. BONDS AND SHARES Profit/loss sharing ownerships Eligible for dividend,capital appreciation,bonus,rights Risk, profit, rate of income high Aim: Capitalize money from public Features EQUITIES
24. BONDS AND SHARES RIGHT ISSUES Aim : Capitalize more money with out issuing new shares Features Available only to existing share holders Offer with respect to existing share holdings Available with offer price or face value Eligible for dividend, capital appreciation,bonus shares
25. BONUS ISSUES Aim : Add profit to the share capital of the company Features : Distribution of profit in the form of equities Offer with respect to existing share holdings Eligible for dividend , capital appreciation BONDS AND SHARES
26. TYPES OF CAPITAL MARKETS Capital market Share market Debts Derivatives Primary market Secondary market IPOs,Bonds, Public issues,Privilege issues,Private placements Trading of equities and bonds
27. PROCESS OF CAPITAL MARKET PRIMARYMARKET SECONDARY MARKET Finding a broker Taking demat account Giving order Fixed price order Stop loss order Market order Internet trading Public issues Book building issues Right issues Private placements ADR GDR
28. Limited company Fundamental analysis Technical analysis Intrinsic value Management value Industry value Annual report Share ratios Economy analysis Industry analysis Company analysis Technical analysis
37. BOOK VALUE : Book value =share capital +reserves/number of shares Indicate net value of shares by company EARNING PER SHARE E P S =net profit/number of shares It indicate actual earning /return of a share ( dividend+reserve capital or capital gain ) PRICE EARNING RATIO P/E= Market price/EPS Indicate break even time for the particular shares COMPARISON RATIOS
38. YEILD Yield =dividend/market price*100 Indicate the percentage return of dividend return RETURN ON EQUITY ROE= Total share capital+ reserves/net profit Indicate profit making ability of a particular company from available funds COMPARISON RATIOS