Introduction to Investing
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- April Whitney Jones
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1
2 Introduction to Investing
3 Outline What to expect Basic Financial Planning Speculator VS Investor Planning Risk Different Asset Classes
4 What to expect? Research Meetings Events POEMs n OCBC Stock Challenge Talks by external parties Mentorship Programme Paper Portfolio
5 Structure of Syllabus Week Topic 3 - Introduction to Investing - Basic Financial Planning - Different Asset Classes 4 - Stock Basics -How to get started 5 - Introduction to Fundamental and Technical Analysis - Efficient Market Hypothesis 6 Technical Analysis - Overview of Technical Analysis- Chart Components Fundamental Analysis - Overview of Fundamental Analysis - Financial Statement Analysis - Good Management 7 Technical Analysis - Trends and Trendlines -Point of Entry and Exit Fundamental Analysis - Business-like Investing
6 Structure of Syllabus Week Topic 9 Technical Analysis - Support and Resistance Fundamental Analysis - Indexing and Mutual Funds 10 Technical Analysis - Volume and Volume Indicators - Classical Technical Anlaysis Fundamental Analysis - Physcology of Investing 11 Technical Analysis - Moving Averages Fundamental Analysis - Valuation, Risk and Return 12 Technical Analysis - Indicators (momentum, oscillators, market breadth and directional) - Discipline - Trading Log Fundamental Analysis - Other Topics in Fundamental Analysis - Mr Market Parable - Efficient Market Hypothesis 6
7 Why Invest?
8 Why do we need MONEY? Marriage Car Estate There is no free lunch in this world.
9 Financial Planning Retirement Planning Education Fund Planning Tax Planning Investment Planning Estate Planning
10 Process of Financial Planning Define financial goals Develop systematic financial plans Implement these plans Monitor and evaluate the results Revise goals and plans if necessary Similar to investment planning
11 What is Financial Freedom? Enough passive income to cover expenses Need not clear all debt Enough assets to live off forever
12 What is Rich? Net Worth: US$750M Earnings: US$300M
13 What is Rich? Net Worth: US$750M Earnings: US$300M
14 What is Rich?
15 Wealth If you stop working today, how long can you maintain your standard of living?
16 How Do You Use Your $$?
17 Assets Puts $$ in pocket Stuff Eats $$
18 Assets Stuff Which is which?
19 Assets Stuff Real assets give you income
20 Stuff Is Not Wrong Just don t collect stuff when you are still young. Delayed Gratification Enjoy later
21 Poor People Income Expense Earn and Spend it all!
22 Poor People Income Expense Assets Stuff
23 Poor People Loss of Income Expense Assets Stuff
24 Poor People Loss of Income Expense Assets Stuff
25 Middle Class Income Expense Earn, spend, then think about saving.
26 Middle Class Income Expense Assets Stuff
27 Middle Class Income Expense Assets Stuff
28 Middle Class Income Expense Assets Stuff
29 Middle Class Income Expense Assets Stuff
30 Middle Class Loss of Income Expense Assets Stuff
31 Rich Class Income Expense Earn, save, then think hard about spending.
32 Rich Class Income Expense Assets Stuff
33 Rich Class Income Expense Assets Stuff
34 Rich Class Loss of Income Expense Assets Stuff
35 Critical Mass Income Expense Assets Stuff
36 Rich Man s Core Values are: Critical Mass Discipline Income Focus Assets Expense Commitment Responsibility Stuff
37 Banks and Credit Cards
38 Credit Cards Convenient Discounts, points and free gifts. A good interest free short term loan.
39 Watch Out! Too convenient! Rules of Engagement.
40 Rules Of Engagement Pay in full Pay on time Spend only what you can pay
41 What is Investing about? Putting out money now To get more money later
42 What is Investing about? An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative. -Benjamin Graham
43 Speculators Buying on margin Chasing after a hot stock Reacting to a tip
44 Be an Investor! Analyze and make rational business-like decision!
45 Adequate Return Above risk-free rate 4% risk-free Beat inflation Roughly 3% per annum (but now?)
46 Investing Investment Objective/Goal Investment Horizon Risk Appetite
47 Investment Objective/Goal Capital Preservation Income Growth Short Term Trading Profit
48 Investment Horizon Long Term / Short Term? Why start early? How much is $1000 worth to you?
49 Compounding Takes Over! Years 5% 10% 15% 0 10,000 10,000 10, ,763 16,105 20, ,289 25,937 40, ,789 41,772 81, ,533 67, , , , ,190
50 Risk Appetite The amount of risk we can afford. The amount we can lose. The amount of greed in us. What determines risk appetite?
51 Side Track People with less to lose: Bill Gates Li Ka Shing Roman Abramovich Fiona Xie
52 More on Risk Risk Avoidance / Reduction E.g. Insurance, Options Risk Retention Cost considerations With risk, there is opportunity Lesser to lose Can take higher risk
53 Insurance Why buy insurance? Is anyone relying on you? Life Insurance (no residual value) Till death Term Straight balance Declining Balance Investment-Linked-Policy (ILP) Has residual value Investment component
54 Term Insurance Declining Balance Amount Insured Loan Remaining Insurance Loan
55 Straight Balance Term Insurance
56 Risk Profiling tion.cgi s/pip.pdf s/buildportfolio/riskprofile.html
57 What are the different kinds of investments? Stocks Bonds Funds Trusts Commodities Derivatives Forex
58 Stock Basics A stake in a company Has rights Publicly listed company stocks are traded in exchanges SGX You profit as the company profits Capital gain Dividends
59 Bond Basics A loan Can be issued by government / institutions Has coupons Can be traded to profit Affected by interest
60 Funds Money Market Funds Unit Trusts Index Funds Funds of Funds
61 Trusts Usually income-producing real estates Defensive High payout REIT, Infrastructure Trust, Water Trust
62 Commodities Oil, Gold, Precious Metals etc Actually every kind of goods Different asset class
63 Derivatives Financial Instruments or securities that derive their value from the value of some other instrument, commodity or asset Used as risk management tools
64 Derivatives Futures Obligation to buy/sell goods at an agreed date and for a fixed price in advance Example
65 Derivatives Options / Warrants Right to buy/sell a stock within a certain timeframe for a fixed price in advance Example Difference?
66 Foreign Exchange 24hrs Low margin, high trading volume Extreme liquidity
67 Why different asset classes? Different exposure Diversification Leverage
68 Next Week Getting started on investing in stocks Basic technical terms Mentorship Programme Course Manual
69 The End
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