Cream and brown finance presentation

SITWELL FINANCIAL INVESTING IN MUTUAL FUNDS What beginners need to know Key talking points PRESENTATION FRAMEWORK - Knowing the Basics - Building Your Investment Strategy - How to Start Investing - Pros of Mutual Funds - Cons of Mutual Funds MUTUAL FUND INVESTMENTS | SF 2020 - Words from the Wizard of Omaha KNOWING THE BASICS Presentations are communication tools that can be demonstrations, lectures, speeches, reports, and more MUTUAL FUND INVESTMENTS | SF 2020 What is a mutual fund? HOW DO MUTUAL FUNDS WORK? Money is pooled by investment managers who create portfolios WAYS TO EARN MONEY THROUGH MUTUAL FUNDS Dividend Payments Presentations are communication tools Capital Gains Distributions Presentations are communication tools Increased NAV Presentations are communication tools Investor ROI 6.92% Average mutual fund return for the past fi ve years Presentations are  tools that can be lectures and more Building Your Investment Strategy MANAGING YOUR PORTFOLIO Smart strategies that work Aggressive Investor Presentations are communication tools Moderate Investor Presentations are communication tools Conservative Investor Presentations are communication tools TYPES OF INVESTORS Load Fund No-Load Fund Presentations are  tools that can be lectures and Presentations are  tools that can be lectures and more more MUTUAL FUND INVESTMENTS | SF 2020 DIVERSIFIED MUTUAL FUND PORTFOLIO Item Item 20% 20% Item Item 20% 20% Presentations are tools that can be lectures, and Item more 20% MAXIMIZING MUTUAL FUNDS Using no-load funds Way to boost portfolio returns INVESTMENTS Using index funds Dollar-cost averaging H O W T O S TA RT I N V E S T I N G Identify investment objectives Determine time horizon Choose a mutual fund investment T Y P E S O F MU T U A L F U N D S Money Market Funds Bond Funds Presentations are tools that can be lectures, and more Presentations are tools that can be lectures, and more Balanced Funds Stock or Equity Funds Presentations are tools that can be lectures, and more Presentations are tools that can be lectures, and more STRATEGIC ASSET ALLOCATION Balancing diff erent asset classes Presentations are communications tools that can be lectures, reports, and more ASSET ALLOCATION MODELS Item Item Item Item Item Item 20% 20% 20% 20% 20% 20% Item Item Item Item Item Item 20% 20% 20% 20% 20% 20% Item Item Item 20% 20% 20% Transitional Market Bull Market Bear Market Sitwell Financial Planners at Work Presentations are communication tools that can be used as lectures Total returns from 2016 to 2020 SITWELL FINANCIAL MUTUAL FUND PAST PERFORMANCE 40 30 20 10 Item Item Item Item Item Item 2021 2022 2023 2024 Presentations are tools that can Presentations are tools that can Presentations are tools that can Presentations are tools that can be used as lectures be used as lectures be used as lectures be used as lectures MUTUAL FUND INVESTMENTS | SF 2020 MUTUAL FUND INVESTMENT TIMELINE Diversifi cation Economies of Scale Divisibility Presentations are tools that can be used Presentations are tools that can be used Presentations are tools that can be used as lectures as lectures as lectures Liquidity Management Less Risk Presentations are tools that can be used Presentations are tools that can be used Presentations are tools that can be used as lectures as lectures as lectures SPEAK T H E M UT UA L F U N D S LINGO Presentations are tools that can be used as lectures, reports and more CONS OF Hidden Fees & Sales Charges Presentations are tools that can be used as lectures MU T UA L F U N D S Lack of Liquidity Presentations are tools that can be used as lectures Poor Trade Execution Presentations are tools that can be used as lectures Tax ineffi ciency Presentations are tools that can be used as lectures Words from the Wizard of Omaha S U C C E S S FU L I N VE S T I NG TA K E S T I M E , D I S C I P L I NE , A ND PAT I E NC E Warren Buff ett THE SITWELL WEALTH MANAGEMENT TEAM Katalina Smith Grayson Burch Taliyah Maynard CONTACT US Mailing Address 123 Anywhere St., Any City, State, Country 12345 Phone Number (123) 456 7890 E-mail Address hello@reallygreatsite.com FREE RESOURCES Use these free, recolourable icons and illustrations in your Canva design ... Presentations are communication tools Conservative Investor Presentations are communication tools TYPES OF INVESTORS Load Fund No-Load Fund Presentations are  tools that can be lectures and Presentations... Market Funds Bond Funds Presentations are tools that can be lectures, and more Presentations are tools that can be lectures, and more Balanced Funds Stock or Equity Funds Presentations are tools... are tools that can be lectures, and more Presentations are tools that can be lectures, and more STRATEGIC ASSET ALLOCATION Balancing diff erent asset classes Presentations are communications