KNOWING THE BASICS
What is a mutual fund?
Pools of money collected by many investors for the purpose of investing in stocks, bonds and other securities.
HOW DO MUTUAL FUNDS WORK?
Money is pooled by investment managers who create portfolios.
Dividend Payments
A portion of a company’s earnings that is paid to a shareholder.
WAYS TO EARN MONEY THROUGH MUTUAL FUNDS
Capital Gains Distributions
Taxable money received from gains/earnings from a mutual fund/stock.
Increased Net Asset Values
The value of a company has increased
MANAGING YOUR
Managing your portfolio is the rocess of creating and managing your investment account. How to Manage your portfolio * Manage your portfolio by yourself *Choose to get professional help
Aggressive Investor
High Risk Approach with investing
Moderate Investor
Risks are neither aggressive or conservative
Conservative Investor
lLow Risk Approach with investing
TYPES OF INVESTORS
HOW TO START INVESTING
Identify investment objectives.
Determine time horizon. Choose a mutual fund investment.