This document discusses different types of investments including stocks, bonds, mutual funds, real estate, savings accounts, and collectibles. It also outlines strategies for purchasing stocks such as using brokers, investing on major exchanges like the NYSE or NASDAQ, and techniques like dollar cost averaging. Regulations and sources of investment information are also summarized to help protect investors and evaluate opportunities.
Types of investments from CPA wayne lippmanWayne Lippman
Overview of the general types of different investments people can make in today's society, presented by Wayne Lippman CPA http://www.yelp.com/biz/wayne-lippman-lippman-and-associates-cpas-walnut-creek-2
logan piercy mission is to provide unmatched solutions across the real estate verticals through a blend of best practices, latest management techniques and innovations to create a unique and delightful experience for customers.
Mateen Pekan extensive sales experience & networking, we offer wide database for prospective buyers & sellers of Real Estate Properties to our clients.
Types of investments from CPA wayne lippmanWayne Lippman
Overview of the general types of different investments people can make in today's society, presented by Wayne Lippman CPA http://www.yelp.com/biz/wayne-lippman-lippman-and-associates-cpas-walnut-creek-2
logan piercy mission is to provide unmatched solutions across the real estate verticals through a blend of best practices, latest management techniques and innovations to create a unique and delightful experience for customers.
Mateen Pekan extensive sales experience & networking, we offer wide database for prospective buyers & sellers of Real Estate Properties to our clients.
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Ammad Awan Glasgow finance accounting services makes sure that the regulatory changes are integrated with the existing software and databases and the penalties arising from non compliance can be safely avoided.
Long term investment strategies are explained here by Reichman Partners. Everyone should take a look and make these strategies useful for their investment.
Stock markets are venues where buyers and sellers meet to exchange equity shares of public corporations. Stock markets are components of a free-market economy because they enable democratized access to investor trading and exchange of capital.
Become a Certified Stock Market Trader with Learning Technical Analysis of Charts build the strong psychology, managing portfolio from experience traders and op faculty. System based trading approach. Build a great source of passive income.
https://www.skillshiksha.com/stock-market-trading-and-investing-course
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
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Ammad awan glasgow - how to make your money work for youAmmadAwanGlasgow
Ammad Awan Glasgow finance accounting services makes sure that the regulatory changes are integrated with the existing software and databases and the penalties arising from non compliance can be safely avoided.
Long term investment strategies are explained here by Reichman Partners. Everyone should take a look and make these strategies useful for their investment.
Stock markets are venues where buyers and sellers meet to exchange equity shares of public corporations. Stock markets are components of a free-market economy because they enable democratized access to investor trading and exchange of capital.
Become a Certified Stock Market Trader with Learning Technical Analysis of Charts build the strong psychology, managing portfolio from experience traders and op faculty. System based trading approach. Build a great source of passive income.
https://www.skillshiksha.com/stock-market-trading-and-investing-course
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
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Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
5. 3 Basic Indicators
• Dow Jones Industrial Average (“DOW”)
– Lists the 30 leading industrial blue chip stocks
• Standard and Poor’s 500 Composite Index
– Covers market activity for 500 stocks
– More accurate than DOW because it evaluates
a greater variety of stock
• National Association of Security Dealers
Automated Quotations (“NASDAQ”)
– Monitors fast moving technology companies
– Speculative stocks, show dramatic ups and
downs
6. Ups and Downs
• The term bull market means the market
is doing well because investors are
optimistic about the economy and are
purchasing stocks
• The term bear market
means the market is doing
poorly and investors are
not purchasing stocks or
selling stocks already
owned
8. Brokers
• A Broker is a person who is licensed
to buy and sell stocks, provide
investment advice, and collect a
commission on each purchase or sale
– Purchases stocks on an organized
exchange (stock market)
– Over ¾ of all stocks are bought and sold
on an organized exchange
9. Organized Exchanges
• Minimum requirements for a stock to
ensure only reputable companies are
used
• Each exchange has a limited number
of seats available which brokerage
firms purchase to give them the
legal right to buy and sell stocks on
the exchange
10. New York Stock Exchange
• New York Stock Exchange (NYSE)
– Oldest and largest, began in 1792
– 1,366 seats available
– 2,800 companies
– Average stock price is $33.00
– Strict requirements
11. American Stock Exchange
• American Stock Exchange
– Began in 1849
– 2nd largest exchange
– It’s requirements are not as strict as
NYSE allowing younger, smaller
companies to list
– Average stock price is $24.00
12. Regional Stock Exchanges
• Regional Stock Exchanges
– Stocks are traded to investors living in a
specific geographical area
• Including Boston, Cincinnati, Philadelphia,
Spokane
13. NASDAQ
• National Association of Securities
Dealers Automated Quotations
– Stocks are traded in an over the counter
electronic market
– 4,000 small companies
• Company requirements are not as strict
– More volatile because companies are
young and new
– Average stock price is $11.00
14. Bonds
• A security representing a loan of
money from a lender to a
borrower for a set time period,
which pays a fixed rate of interest.
15. Mutual Funds
• An investment that pools money
from several investors to buy a
particular type of investment,
such as stocks.
16. Real Estate
• An investor buys pieces of
property, such as land or a
building, in hopes of generating a
profit.
17. Savings/Certificates of
Deposits
• A deposit that earns a fixed
interest rate for a specified length
of time.
– The longer the time period the
greater the rate of return.
– There is a substantial penalty for
early withdrawal.
18. Collectibles
• Unique items that are relatively
rare or highly valued.
– Art work
– Baseball trading cards
– Coins
– Automobiles
– Antiques
19. Risk vs. Return
• On average, stocks have a high rate of
return
– The increase or decrease in the original
purchase price of an investment
• Higher rate of return = greater risk
– Uncertainty about the outcome of an
investment
• Stocks provide portfolio diversification
– Money invested in a variety of investment tools
20.
21. Short-term Investment
Strategies
• Buying on margin is where an
investor borrows part of the
money needed to invest in a stock
from a brokerage firm.
– There is a 50% margin requirement.
– If you want to purchase $2,000
worth of stock you can borrow up to
$1,000 to make the purchase.
22. Short-term Investment
Strategies
• Short selling is where an investor
sells shares of stock that they don’t
own with the intent to buy them
back later at a lower price.
– Let’s use rollerblades as an example.
23. • Your friend buys new rollerblades for $80.
• You borrow them and sell them for $80.
• The price at the stores has been lowered
to $45.
• You buy a new pair for $45 and give them
to your friend.
• You made $35!!!
25. Long-term Investment
Strategies
• Dollar Cost Averaging is buying
an equal amount of the same stock
at equal intervals.
– Invest $100 in e-bay every month.
The price you pay for the stock
averages out over time.
27. Long-term Investment
Strategies
• Buy and hold technique is where
an investor buys stock and holds
on to it for a number of years.
– During that time you are paid
dividends and the price of the stock
may go up.
28. How Can Government
Regulations Protect
Investors?
• Regulatory Pyramid
– A network of safeguards that
surrounds the securities industry -
from individual brokerages all the
way up to the U.S. Congress.
30. Sources of Investment
Information
• Prospectus
– A formal written offer to sell
securities that sets forth a plan for a
proposed business enterprise. A
prospectus should contain the facts
that an investor needs to make an
informed decision.
31. Sources of Investment
Information
• Annual report
– A document detailing the business
activity of a company over the
previous year, and containing an
income statement, cash flow
statement, and balance sheet.
32. Sources of Investment
Information
• Financial publications
– Wall Street Journal
– Fortune
– Kiplingers Personal Finance
• Online information
– http://finance.yahoo.com
– http://moneycentral.msn.com
33. How Do You Buy and Sell
Investments?
• Full-service broker
• Discount broker
• Online broker
• Investment advisors