Please enable JavaScript.
Coggle requires JavaScript to display documents.
Investment Planning - Coggle Diagram
Investment Planning
- Types of Investment Alternatives
-
-
-
Shares/Stocks
-
IPOs, dividents, capital gains
-
Tips: research, diversify, monitor
Gold
Store of value, inflation hedge
-
-
-
Savings Account
-
-
Pros: emergency use, convenience, insured
-
Cons: low returns, fees, limited access
Speculative Investments
High risk, short-term profit
Examples: antiques, options, derivatives, collectibles
Real Estate
-
Consider taxes, location, financing
Buy property, rent or sell for profit
-
- Why Establish an Investment Program
-
-
-
-
- Factors Affecting Investment Decisions
Risk tolerance
Age, income, financial knowledge
-
Safety and Risk:
-
Risky: stocks, speculative assets
Types of Risk
Inflation, interest rate, business failure, market, global
- Sources of Investment Information
Newspaper, business magazines
-
-
-
Getting Started
-
-
Use gifts, inheritance, windfalls
-
-
Growth
-
Stocks, mutual funds, real estate
-
Income
Predictable: savings, bonds
Higher income: stocks, real estate
-