Investing 101
What new investors need to know
What we'll learn
today?
Investing
Tips & Suggestions
Timeline
Set Your
Goals
More Income
Streams
Reduce Debt
Accumulate
Dividend
retirement
Fund
Identify
what kind
of
investor
you are.
Short term
Long Term
Know
Your Risk
Appetite
DYOR
Risk
Management
Business
Management
Financials
Prospects
Valuation
Do Your Own
Research
Timeline
Diversify
Choose
diferrent
sectors for
your stock
portfolio
Invest
what you
can
afford to
lose.
Invest your
idle cash
Invest at
your own
risk.
Fear,
Uncertainty,
Doubt
Set Your Goal
What do you want to achieve?
Identify what kind
of Investor you are.
Short-term?
Long-term?
Know Your
Risk Appetite
Are you a conservative, moderate,
or aggressive investor?
DYOR
(Do Your Own Research)
BUSINESS
Learn about the company's operations.
MANAGEMENT
Competence, Integrity, and Passion
Encourage long-term growth.
Encourage the development of a stable and longlasting culture.
Employees & staffs own a significant amount of stock.
FINANCIALS
Strong Balance Sheet
Recurring Income
Positive Cash Flows
Organic Growth
Consistent Earnings
PROSPECTS
Can continue to grow over time
Can anticipate and adjust to quickly changing situation
Invest back into the company and community.
VALUATION
Take note what are you investing for.
Diversify Your Investments
Financials
20%
Industrial
20%
Property
20%
Build a diverse stock portfolio based on your risk
tolerance.
Holding Firm Consult a financial expert on what could be
20%
in your investment portfolio.
Transportation
20%
Invest What
You Can
Afford to Lose.
Invest only an idle cash.
Invest at
your own
risk.
Fear
Uncertainty
Doubt
If you don't find a way
to make money while
you sleep, you will
work until you die.
- Warren Buffett