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Learn2Invest-1-Importance.pdf
This document provides an overview of Vivek Bajaj's Learn2Invest presentation framework. The presentation covers key topics like asset classes and allocation, company valuation, risk appetite, investment strategies, and sector breakdowns. The goal is to help investors understand where and how to start their investment journey. Asset classes are grouped into cash, fixed income, equity, real estate, commodities, and alternative investments. Specific asset types like stocks, mutual funds, bonds, and REITs are also discussed.
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Learn2Invest-1-Importance.pdf
- 1. VIVEK BAJAJ LEARN2INVEST Know where tostart and how to start! PRESENTS SESSION 1
- 2. PRESENTATION FRAMEWORK Key Agenda - WhyLearn2Invest? - Asset Classes & Asset Allocation - Valuing a Company - Risk Appetite & Horizon - Types of Investment Strategies - Sector Break-Down LEARN2INVEST | VB
- 3. WHY LEARN2INVEST? Get the bestguide for your investment journey! This series is going to answer two very important questions for your investment journey. Where to start and how to start? This will be a sector specific series guiding you through each and every sector you would want to potentially invest in. LEARN2INVEST | VB
- 4. ASSET CLASSES An Asset classis a collection of comparable securities having similar traits and experiencing similar market fluctuations. Risk, liquidity, return, taxation, volatility and investment tenure differ for every asset class. -Cash -Fixed Income -Equity -Real Estate -Commodities -Alternate Investments CATEGORIES LEARN2INVEST | VB
- 5. CASH EQUIVALENTS CASH LEARN2INVEST | VB Cash, Coins, Cheque Savings A/C 2.5%- 4% Commercial Paper, Treasury Bills Certificates Of Deposit
- 6. FIXED INCOME 5.75% AXIS BANK, 5Year Tenure (FD below 2 Crore) LEARN2INVEST | VB Recurring Deposits Fixed Deposits Debt Funds Bonds PPF/VPF/NSC PMVVY, SSY, KVP 7.1% PPF, 15 Year
- 7. EQUITY Mutual Funds Stocks ETFs Index Funds 37,33,204CR AUM Of MF Industry as on 31 Oct, 2021 LEARN2INVEST | VB 1748 Number of listed companies on NSE
- 8. REAL ESTATE 3 LISTED REIT EmbassyREIT, Brookfield REIT, Mindspace REIT REITs InvITs Apartments, Land, Commercial Estate, Residential Estate, Industrial Area LEARN2INVEST | VB 2 LISTED INVIT India Grid Trust, IRB InvIT 56%, 83%
- 9. COMMODITIES BASE METALS Copper, ZInc,Lead, Nickel, Aluminium PRECIOUS METALS Gold, Silver ENERGY Natural Gas, Crude Oil AGRICULTURE Black Pepper, Cardamom, Castor Seed, Cotton, Mentha Oil, Crude Palm Oil, Rubber LEARN2INVEST | VB
- 10. ALTERNATIVE CRYTPOCURRENCY, NFTs, ALTCoins, PrivateEquity, Venture Capital, Hedge Funds, Startups, etc. INVESTMENTS ART, Antiques, Watches,etc. LEARN2INVEST | VB
- 11. ASSET ALLOCATION DYNAMIC ASSET ALLOCATION RegularChurn STRATEGIC ASSET ALLOCATION Giving Fixed Weights LEARN2INVEST | VB
- 12. STRATEGIC ASSET ALLOCATION Giving FixedWeights Involves giving fixed weights to different asset classes in the overall investment horizon. The portfolio return is simply the weighted average of the returns of different asset classes. LEARN2INVEST | VB
- 13. DYNAMIC ASSET ALLOCATION Regular Churn Thestrategy involves allocation in different asset classes based on the market fluctuations and overall economy. For example, the investor may shift from a risky asset to a less volatile asset when market enters a correction phase and vice- versa. LEARN2INVEST | VB
- 14. OUR FOCUS IS EQUITY! INVESTING ISN'T ABOUT BEATING OTHERSAT THEIR GAME. IT'S ABOUT CONTROLLING YOURSELF AT YOUR OWN GAME. BENJAMIN GRAHAM LEARN2INVEST | VB
- 15. THANK YOU! TAKE A SIMPLEIDEA, AND TAKE IT SERIOUSLY. CHARLIE MUNGER LEARN2INVEST | VB
- 16.