building an investment portfolio




Building an Investment Portfolio The following are a sample of the topics covered in one of our investment seminars - IFI Investment Seminar What are your financial goals? Income from investments Time frame -- how soon do you need the money? Inflation Taxes Risk Assessment Your personality Asset Allocation Plan Model Monitoring your Investments Investment Vehicles Bonds Investment grade corporate bonds Junk bonds Municipal bonds US Treasuries CD's -- Certificate of deposits Mortgage backed securities Preferred stocks Convertible securities Options Commodities Annuities Real Estate REITs Precious metals Back to: Previous Page Financial Planning (561) 627-2345 Copyright 2005 – All rights reserved. This site may not be copied or reproduced in any manner without written permission. Pages may be printed for personal use only.	Investment Terms PE ratio Dividend yield Beta Leading indicators Analysis Fundamental Analysis Understanding Financial Statements Asset categories Traditional investments include the following categories. Most investments are a variation of or have similar qualities. Cash Bonds Stocks Real Estate Risk levels – Types of risk Choosing a stock broker - financial planner: Investigate Discount brokers Online brokers and investing Risk/ Reward The higher the risk the higher the potential reward. Types of Investors Which are you? Conservative Aggressive A Speculator Determine your risk tolerance. What should it be?	Analysis and Investment Styles Fundamental Analysis Understanding Financial Statements Dollar -Cost Averaging Market Timing Day-Trading Value Investing Contrarian Investors Choosing an investment Asset Categories Know the company Research Value of the investment