1. Trang chủ
  2. » Tài Chính - Ngân Hàng

Đầu Tư và Cổ Phiếu (Tài liệu bằng tiếng anh)

132 46 0

Đang tải... (xem toàn văn)

Tài liệu hạn chế xem trước, để xem đầy đủ mời bạn chọn Tải xuống

THÔNG TIN TÀI LIỆU

Thông tin cơ bản

Định dạng
Số trang 132
Dung lượng 6,65 MB

Nội dung

Slide Powerpoint 100% tiếng anh cho cái nhìn tổng quát về cổ phiếu và đầu tư, như thế nào là cổ phiếu, phân tích, diễn giải các từ khóa cụ thể cho người sở hữu, để có cái nhiền tổng quát và so sánh được các thuật ngữ trong đầu tư cổ phiếu, slide cụ thể, dễ đọc, dễ phân tích

Introduction to Stocks and Investing Objectives • Explain What is a Stock • Explain the Types of Stocks • Explain the Classification of Common Stock • Describe the Role of Beta in Your Portfolio • List the Various Stock Screening Criteria • Explain the Types of Analysis in Stock Trading • Explain the Ratios for Valuing Firms • List the Criteria for Choosing a Broker • Explain the Common Stock Investing Strategies • Explain the Steps of a Typical Stock Transaction • Explain How to Read Stock Quotations • Explain the Calculation of Price-to-Earnings Ratio (PE) • Explain the Key Terms of Stocks and Investments • Describe the Rights of a Stockholder • Describe the Various Investment Options Introduction Peter Looney works as an executive For a long time, Peter has felt that he should invest the extra amount of money that he makes from his job Introduction He has been saving in cash form for a long time However, he wants that he should use the saved amount to invest in something that could help him multiply his money and help grow his finances Introduction Peter has always thought of starting a business venture to grow his money, however, he is greatly averse to the huge amount of risk involved in any business venture So, Peter starts asking advice from his colleagues about what possible investment options are available in the market Introduction George, one of Peter’s colleagues, advices him to invest in stocks and mutual funds Stocks are the capital raised by a corporation through the issue of shares entitling holders to an ownership interest also known as ‘equity’ Introduction Mutual funds are an investment vehicle made of pool of funds collected through a regulated investment company from many investors This pooled money is then used for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets Introduction Money managers operate the mutual funds by investing the fund's capital and attempt to produce capital gains and income for the fund's investors George tells Peter that by investing in stocks and mutual funds, Peter can earn a small share of the great profits that big and successful organizations make for themselves and their shareholders Introduction George tells him that although Peter will get to enjoy a part of the profit made by the organization, he will be spared of the hassles of running a business on his own, and also will undertake a much lesser risk than if he would have to run a business on his own Therefore, although stocks and mutual funds would help Peter to multiply and grow his money, he would be able to so by taking advantage of the stability and experience of these fast growing and stable organizations that have been operating and making profits for decades Introduction George also adds a word of warning for Peter He tells Peter that the most important thing that he should keep in mind while investing in stocks and mutual funds is that he should determine the maximum risk that he is willing to take Discount Brokers Discount Brokers • ‘Discount Brokers’ is a relatively new kind of brokerage service offering that has come up in the brokerage business • The discount brokers through the firm execute a customer’s transaction on behalf of the client • However, a discount broke does not give any advice to the customer regarding the purchase or sale of the security Electronic Trading Platforms Electronic Trading Platforms • Another more modern and latest form of trading can be done electronically by customers • In such electronic trading, the customers can through the use of computer on-line services initiate their own buy and sell orders Electronic Trading Platforms Electronic Trading Platforms • Another more modern and latest form of trading can be done electronically by customers • In such electronic trading, the customers can through the use of computer on-line services initiate their own buy and sell orders Objectives • Explain What is a Stock • Explain the Types of Stocks • Explain the Classification of Common Stock • Describe the Role of Beta in Your Portfolio • List the Various Stock Screening Criteria • Explain the Types of Analysis in Stock Trading • Explain the Ratios for Valuing Firms • List the Criteria for Choosing a Broker • Explain the Common Stock Investing Strategies • Explain the Steps of a Typical Stock Transaction • Explain How to Read Stock Quotations • Explain the Calculation of Price-to-Earnings Ratio (PE) • Explain the Key Terms of Stocks and Investments • Describe the Rights of a Stockholder • Describe the Various Investment Options Criteria for Choosing a Broker • As a new investor, it is important that you should start investing with the help of an experienced broker • Hence, it is very crucial that you should choose the right broker who can guide you to make stock trades in a wise manner Criteria for Choosing a Broker There are a few criteria that you should keep in mind before choosing a broker So, before you choose a broker, keep in mind the following considerations: • The brokerage site should have a useful and informative website and trading platform • The trading platform and interface should be able to allow you to trade during high-traffic trading periods • The account should be properly insured and valid as per local and national regulations • Check and find detailed information about the commission structure • Find out detailed information about all the types of services offered by the brokerage firm • Find out if the brokerage firm offers any daily updates on the stock listings, news, information and dedicated relationship manager as well • Check and find detailed information if the broker or brokerage firm is willing to pay you interest on any un-invested cash in your account Also, what is the interest rate that the broker is willing to pay? Objectives • Explain What is a Stock • Explain the Types of Stocks • Explain the Classification of Common Stock • Describe the Role of Beta in Your Portfolio • List the Various Stock Screening Criteria • Explain the Types of Analysis in Stock Trading • Explain the Ratios for Valuing Firms • List the Criteria for Choosing a Broker • Explain the Common Stock Investing Strategies • Explain the Steps of a Typical Stock Transaction • Explain How to Read Stock Quotations • Explain the Calculation of Price-to-Earnings Ratio (PE) • Explain the Key Terms of Stocks and Investments • Describe the Rights of a Stockholder • Describe the Various Investment Options Common Stock Investing Strategies You can use a number of different strategies for investing in stocks The following are a few of the most common strategies for investing in stocks: • Buy and Hold Strategy • Dollar-cost Averaging Strategy • Dividend Reinvestment Strategy Let us look at each in detail Buy and Hold Strategy • Buy and Hold Strategy Buy and Hold Strategy: A ‘Buy and Hold Strategy’ is the strategy of buying a financial asset and not selling it for an extended period of time Hence, this is a longterm strategy It proves to be very cost-effective Buy and Hold Strategy • Buy and Hold Strategy Buy and Hold Strategy: A ‘Buy and Hold Strategy’ is the strategy of buying a financial asset and not selling it for an extended period of time Hence, this is a longterm strategy It proves to be very cost-effective Dollar-cost Averaging Strategy • Dollar-cost Averaging Strategy Dollar-cost Averaging Strategy: A ‘Dollar-cost Averaging Strategy’ is a strategy of purchasing a fixed dollar amount of a security at regular intervals, such as every month Dollar-cost Averaging Strategy • Dollar-cost Averaging Strategy Dollar-cost Averaging Strategy: A ‘Dollar-cost Averaging Strategy’ is a strategy of purchasing a fixed dollar amount of a security at regular intervals, such as every month Dividend Reinvestment Strategy • Dividend Reinvestment Strategy Dividend Reinvestment Strategy: A ‘Dividend Reinvestment Strategy’ is a strategy where additional shares of stock are purchased with the dividend payments ‘Dividend Reinvestment Strategy’ is also known as ‘Dividend Reinvestment Plans’ or ‘DRIPs’ Dividend Reinvestment Strategy • Dividend Reinvestment Strategy Dividend Reinvestment Strategy: A ‘Dividend Reinvestment Strategy’ is a strategy where additional shares of stock are purchased with the dividend payments ‘Dividend Reinvestment Strategy’ is also known as ‘Dividend Reinvestment Plans’ or ‘DRIPs’ ManagementStudyGuide.com Learn Learn Management Management the the Easy Easy Way Way –– A A Continuous Continuous Learning Learning for for People People of of Any Any Age Age Group Group –– Learn Learn At At Your Your Own Own Pace… Pace… You You have have Completed Completed the the Course Course on on Basics Basics of of Stocks Stocks and and Investing Investing To To view view the the Complete Complete Course Course on on Stocks Stocks and and Investing Investing (280 (280 Slides), Slides), Join Join Premium Premium Membership Membership and and Get Get Access Access to to Complete Complete Course Course on on Stocks Stocks and and Investing Investing + + 80 80 Other Other Courses Courses + + New New Courses Courses Added Added Every Every Week Week

Ngày đăng: 15/03/2021, 16:00

TỪ KHÓA LIÊN QUAN

TÀI LIỆU CÙNG NGƯỜI DÙNG

TÀI LIỆU LIÊN QUAN

w