Intro to Investing PDF

INTRO TO INVESTING BUSINESS FINANCE  PRESENTATION BY FINANCE 101 OLIVIA WILSON THE DIFFERENT TYPES OF INVESTMENTS An investment is any type of asset that is acquired by an investor...

INTRO TO INVESTING BUSINESS FINANCE  PRESENTATION BY FINANCE 101 OLIVIA WILSON THE DIFFERENT TYPES OF INVESTMENTS An investment is any type of asset that is acquired by an investor with the intent to utilize it to generate income and eventually accumulate wealth. Finance professionals view investment as a monetary asset, like a bond, a stock or any type of financial instrument which is purchased and in due time will be sold, hopefully at a higher price.  PRESENTATION BY FINANCE 101 OLIVIA WILSON INVESTMENT IS LAYP Arrange the jumbled words below to find the terms being described by the clues provided below. RUNSTER It is the amount of money earned from investments  PRESENTATION BY FINANCE 101 OLIVIA WILSON INVESTMENT IS LAYP Arrange the jumbled words below to find the terms being described by the clues provided below. DAMAGEN NUDFS Are companies or trust funds that pool money from various investors through a fund manager, who in turn, invests that collected money in stocks, bonds, or a combination of various investments.  PRESENTATION BY FINANCE 101 OLIVIA WILSON INVESTMENT IS LAYP Arrange the jumbled words below to find the terms being described by the clues provided below. REVFITINOSAIDIC This means that investors who don’t have enough money can have the opportunity to buy different types of investments through pooling of funds of other investors.  PRESENTATION BY FINANCE 101 OLIVIA WILSON INVESTMENT IS LAYP Arrange the jumbled words below to find the terms being described by the clues provided below. REDHASHEROL Someone who invest in the stock of a business.  PRESENTATION BY FINANCE 101 OLIVIA WILSON INVESTMENT IS LAYP Arrange the jumbled words below to find the terms being described by the clues provided below. DILEY The return that you would expect if you hold the bond for a year and is expressed in percentage.  BUSINESS FINANCE 101 FINANCE DIFFERENT TYPES OF INVESTMENT AND THEIR FEATURES INVESTING IN A BANK INVESTMENT IN Savings account BONDS Time deposit Earns minimal interest, easily withdrawable, least risky, insured Like an IOU (I owe you) with PDIC up to P500,000. Higher issued by a government or interest, withdrawal after the company with fixed interest fixed time, i.e. 90days, one year, rate-called coupon. etc.,  BUSINESS FINANCE 101 FINANCE DIFFERENT TYPES OF INVESTMENT AND THEIR FEATURES INVESTMENT IN MANAGED SHARES OF STOCKS FUNDS Like buying a small part of An investment company, which a company, earnings pools the money of various through dividends and investors and invest that money capital gains as price in bonds, stocks or a combination increases. of various investments.  BUSINESS FINANCE 101 FINANCE DIFFERENT TYPES OF INVESTMENT AND THEIR FEATURES INVESTMENT IN MANAGED SHARES OF STOCKS FUNDS Like buying a small part of An investment company, which a company, earnings pools the money of various through dividends and investors and invest that money capital gains as price in bonds, stocks or a combination increases. of various investments.  BUSINESS FINANCE 101 FINANCE DIFFERENT TYPES OF INVESTMENT AND THEIR FEATURES INVESTMENT IN PROPERTY Can either be real property (real estate) or tangible personal property (gold, precious metals, artworks, etc.)  FINANCE 101 ADVANTAGES AND DISADVANTAGES OF THE DIFFERENT TYPES OF INVESTMENTS  FINANCE 101 ADVANTAGES AND DISADVANTAGES OF THE DIFFERENT TYPES OF INVESTMENTS EXAMPLES OF INVESTMENT Exchange-Traded Funds (ETFs) are similar to mutual funds in that they are a collection of investments that tracks a market index. Unlike mutual funds, which are purchased through a fund company, shares of ETFs are bought and sold on the stock markets. Their price fluctuates throughout the trading day, whereas mutual funds’ value is simply the net asset value of your investments, which is calculated at the end of each trading session.. FINANCE 101 EXCHANGE-TRADED FUNDS (ETFS) EXAMPLES OF INVESTMENT Collectibles Collectibles are items worth far more than their original sale price and are considered alternative investments— vehicles that don't fall into any other category like stocks, bonds, cash, or real estate. Investing in this asset class can be rewarding and help you maximize your returns. FINANCE 101  EXAMPLES OF INVESTMENT Financial Derivatives A derivative is a complex financial security that is set between two or more parties. Derivatives can take many forms, from stock and bond derivatives to economic indicator derivatives. Traders may use derivatives to access specific markets and trade different assets. Typically, derivatives are considered a form of advanced investing. The most common underlying assets for derivatives are stocks, bonds, commodities, currencies, interest rates, and market indexes. Contract values depend on changes in the prices of the underlying asset—the primary instrument. FINANCE 101 EXCHANGE-TRADED FUNDS (ETFS) EXAMPLES OF INVESTMENT Real Estate Investment real estate is real estate that generates income or is otherwise intended for investment purposes rather than as a primary residence. It is common for investors to own multiple pieces of real estate, one of which serves as a primary residence while the others are used to generate rental income and profits through price appreciation. The tax implications for investment real estate are often different than those for residential real estate. FINANCE 101  EXAMPLES OF INVESTMENT Retirement Plan A retirement plan is an investment account, with certain tax benefits, where investors invest their money for retirement. There are a number of types of retirement plans such as workplace retirement plans, sponsored by your employer. If you don’t have access to an employer-sponsored retirement plan, you could get an individual retirement plan (IRA) or a Roth IRA. FINANCE 101  PRESENTATION BY FINANCE 101 OLIVIA WILSON ACTIVITY: Directions: As depicted by the image, choose which of the following is your investment option and explain your answer by highlighting its features and advantages:  PRESENTATION BY FINANCE 101 OLIVIA WILSON ACTIVITY:  HOMEBASED RESEARCH: RESEARCH TOPIC: RESEARCH ON WHAT IS THE MOST INVESTED FIELD FROM THE YEAR 2023 TO 2024. (EXAMPLE: REAL ESTATE, STOCKS) FONT: 12, TIMES NEW ROMAN; DOUBLE SPACE, MINIMUM OF 5 PAGES FORMAT: I. INTRODUCTION II. BODY III. SUMMARY IV. REFERENCES: (APA STYLE) PRESENTATION BY FINANCE 101 OLIVIA WILSON