Personal Investing

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Step 1: Set your financial goals Step 2: Understand investment vehicles Step 3: Develop an investment strategy Step 4: Implement your strategy Step 5: Monitor the performance of your investments Personal Investing Steps

Four Elements in Setting Your Financial Goals Step 1: Set Your Financial Goals ,[object Object],[object Object],[object Object],[object Object]

Your Time Investment Horizon The length of time that you have to reach your goal is considered by many advisors as the most important factor in determining which type of investment is best suited to meet that goal

Your Priority You must also prioritize your financial goals and decide which are necessary and which are merely desirable

Quantification ,[object Object],[object Object]

Your Personal Investment Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Step 2: Understand Investment Vehicle Three Major Investment Vehicles: ,[object Object],[object Object],[object Object]

The Bonds Corporate bonds U.S. government securities Municipal bonds Mortgage-backed securities

The Stocks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Income Stocks ,[object Object],[object Object],[object Object]

Growth Stocks ,[object Object],[object Object],[object Object]

Value Stocks ,[object Object],[object Object],[object Object]

Cyclical Stocks ,[object Object],[object Object],[object Object]

Defensive Stocks ,[object Object],[object Object],[object Object]

Blue Chip Stocks ,[object Object],[object Object],[object Object]

Step 3: Develop An Investment Strategy Developing this strategy involves three tasks: ,[object Object],[object Object],[object Object]

Task 1 : Select An Asset Allocation ,[object Object],[object Object],[object Object]

Task 2 : Formulate a Goal-funding Plan ,[object Object],[object Object],[object Object]

Task 2 : Formulate a Goal-funding Plan ,[object Object],[object Object],[object Object],[object Object]

Task 3 : Understand Transaction Cost ,[object Object],[object Object],[object Object]

Step 4: Implement Your Strategy ,[object Object],[object Object],[object Object]

How to Buy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

WHEN to Buy ,[object Object],[object Object]

Step 4: Monitor Your Investment ,[object Object]

Source : Ernst & Young’s Personal Financial Planning Guide

Personal Investing

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Personal Investing