25.1 - volatility to achieve sufficient growth to preserve...

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    INVESTING SUMMARY 1. Investment Objectives 2. Types of Investors 3. Asset Allocation 4. Investor Options to Investing
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Investment Objectives 1. Risk tolerance : capability to psychologically handle volatility of your investments 2. Time horizon : How long before you need the money Liquidity needs “Murphy’s Law” 3. Return Objective : Income vs capital gains 4. Interest in Investing: Determinant in establishing type of investments 10-9
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TYPES OF INVESTORS 1. CONSERVATIVE INCOME Preservation of capital, need current income but required very low volatility, emphasize current income no equities 1. INCOME Risk adverse, emphasize current income, low volatility, little equities 1. BALANCED Low to moderate risk tolerance, accepts modest short-term
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Unformatted text preview: volatility to achieve sufficient growth to preserve purchasing power. 1. GROWTH Desires above average return, moderate to high risk & volatility, heavily equity oriented 1. AGGRESSIVE GROWTH Maximize total return, high risk & high volatility, 100% equity Asset Allocation Cash Fixed Income Equities Canadian Foreign Investor Options to Investing BASIC STRATEGIES 1. Individual Bond/Stock Positions Buy/sell individual stocks & bonds 2. Professional Manager Positions Mutual funds HOW TO DO IT? 1. Banks 2. Financial Planners 3. Discount Brokers 4. Full Service Investment Dealers...
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This note was uploaded on 11/13/2011 for the course CIVE 2*** taught by Professor - during the Spring '11 term at Carleton CA.

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25.1 - volatility to achieve sufficient growth to preserve...

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