Really Simple Investing with Stash
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Robo advisors are becoming a popular alternative way to get started with investing when you have very little money to start. This presentation introduces you to a mobile phone app: Stash
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Really Simple Investing with Stash
- 1. Really Simple Investing Using Stash Starting with $5 Contact us at: info@reallysimpleinvesting.com
- 2. Can you really starting investing with just $5? And get a well diversified set of stock and bonds to start? The simple answer is yes.
- 3. Robo–Advisors • Automates Your Investing • Have Low Minimums • Charge Low Fees • Can Be a Starting Point • Algorithms automatically make minor adjustments to keep your portfolio balanced and on track, based on preferences you have selected.
- 4. How Stash Works Stash is just one of many new products available from your mobile phone.
- 5. • Unlike most Robo- Advisors, you are guided to a set of funds, but you are still free to make your own adjustments.
- 6. Stash “Ideas” Stash provides you a wide range of investment “ideas” with labels that help you to easily match fund selections to your preferences.
- 7. Automate Deposits • The single best thing you can do is set up an automated investment to your account. • It’s basically set it and forget it. • This is really simple investing. • Overtime your investment grows.
- 8. Investments Are ETFs • Exchange Traded Funds or ETFs frequently are used to track various indexes of stocks, bonds and/or other investments. • For example, one “idea” is Delicious Dividends. You can invest in the underlying fund • The Schwab US Dividend Equity ETT. A passive index fund of US stocks with a history of paying dividends.
- 9. Watch Your Balance Grow • With Stash you can track your account balance over time. • Starting with just $50 in Feb. my account has grown to over $528 in July. • This includes automated deposits, new deposits and reinvested dividends.
- 10. My Stash Account Growth Total return of 5.64% Total returns $44.40 in Dividends and Capital Gains• Opened account with a $50 deposit. • Added $100 and started an automatic transfer of $25 a week. • Dividends started at .95 cents and increased to $1.32 on an a balance of $152.28 • Invested in: • Blue Chip Fund • Delicious Dividends • Park My Cash • Risk Profile - Moderate Blue bar = Deposits Green bar = Account Growth
- 11. Forecasting Your Balances • One additional feature is a projection of how much your account will be worth in 1 year, 5 years, and 10 years. • You can also adjust this based on changes to monthly deposits.
- 12. Get Stash • Available from Android Market and the Apple AppStore.
- 14. Floyd Saunders Author: Really Simple Investing, Family Financial Freedom, College Without Ramen Noodles, Figuring Out Wall Street and other books Saunders Learning Group, provide educational resources to the financial services industry and offers unbiased product free seminars on financial planning, money management and investing. SLG is based in Newton, KS. Since 1996 we have providing clients with personal Money Management and Investing training tailored to individual circumstances and objectives rather than advisor incentives or commissions. Our workshops are product free – We only provide education. Contact us at: info@reallysimpleinvesting.com
- 15. Books by Floyd Saunders • http://bit.ly/HHdJpT http://bit.ly/1cOkMaehttp://amzn.to/1bWscXv
Notas do Editor
- As one of the largest fee-only investment managers in the state of Georgia, our job is to help you chart out your own course to retirement. Here, presenters should place their credibility statement, education, title, and/or years of experience.