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Session 6

In today's ever-changing economic landscape, the importance of monitoring your investments cannot be overstated. Learn how to read your investment statements, evaluate your performance against market benchmarks like the S&P 500, and adjust your portfolio as needed. Discover the role of regulatory bodies such as the SEC and NASD in maintaining market integrity. Explore Socially Responsible Investing (SRI) options that align with your values without sacrificing returns. Empower your financial journey with informed decision-making and effective investment strategies.

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Session 6

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Presentation Transcript

  1. Session 6 Refining your Investing

  2. Monitoring Your Investments • As in all life, the only thing constant is change • Monitor Investments • Read your statements • Adjust as needed • Emotions vs. Logic

  3. Evaluating Investment Performance • Absolute • Specific % or $ gain • Relative • Compared to market, segment • Indexes

  4. Am I Winning? • “Winning” • Keeping up with Market • Example- if the S&P grew by 8% last year, and your portfolio grew by 8.5%-your doing well.

  5. The Regulators • SEC (The Securities and Exchange Commission) • NASD (National Association of Securities Dealers) • State Regulators

  6. Indexes • Dow Jones Industrials • contains 30 of the largest industrial companies (not always useful) • S&P 500 • 500 largest publicly traded companies (most widely used) • Wilshire 5000 • broader, includes almost every publicly traded companies • Domini 400 Social Index • Top 400 companies with good social and community practices. • Russell 2000 • smaller companies • NASDAQ 100 • 100 largest non-financial companies-contains Microsoft, Dell, Starbucks.

  7. Socially Responsible Investing • (SRI)-application of your ethical, social, political and environmental beliefs in making investment choices • Studies show-investing “responsibly” does not have to lower your return.

  8. Types of socially responsible investing • Screened Portfolios • Investing in good companies • Alternative Investing • Studies of SFI show that these companies actually outperform bad corporate citizens in the long-rung

  9. Information on SRI • First Nations Development Institute: • www. firstnations.org • Social responsible investing: • www.coopamerica.org/socialinvesting/sif.cfm • Social responsible mutual funds can be found at • www.socialinvest.org/areas/sriguide/mfpc.cfm. • Community Investing • www.communityinvest.org/

  10. Questions??

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