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Investment and Insurance (Stock Market: (Terminology: (Bear market,…
Investment and Insurance
Endowment:
Savings plan > pay out on maturity
Asset Classes:
Bonds
Equities
Property
Risk profiling
Financial position
Risk, return considerations
Time frame
Cash
Investment Strategies:
Defensive
Balanced
Conservative
Growth
_
Retirement Annuities:
Private savings
Pension Fund:
Employer involvement
Stock Market:
Shares
Income
Shareholders
Performance of market
Costs:
VAT
STRATE
MST
Administrative costs
Brokerage
Terminology:
Bear market
Preference shares
Bull market
Founders shares
Bonus shares
Spread
Market capitalisation
Rights-offer
Blue-chip shares
Green-chip shares
Black-chip shares
Dividends
Strategies to Limit-Loss:
Stop-loss
Rebalancing
Unit Trusts:
Rand Cost averaging
Categories
Parties involved
Cash Option:
Fix Deposit
Money Market Fund
Call account
Collectibles:
Stamps
High level of expertise required
Off Shore Investments:
Foreign market > better value
Investment opportunities
Diversify portfolio
Emigration
Debentures:
Loan to company
Legal obligation to pay back
Taxation:
Income Tax
CGT