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Phoenix Finance ~The Investment Club~ “ Control your $ or it will control you!” ~ Masters

Phoenix Finance ~The Investment Club~ “ Control your $ or it will control you!” ~ Masters. Asset Allocation Components: Nana’s investment portfolio. Asset Allocation Components: YOUR investment portfolio. Dow Jones Industrial Average – only 30 stocks S&P500 – 500 ‘large cap’ US Stocks

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Phoenix Finance ~The Investment Club~ “ Control your $ or it will control you!” ~ Masters

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  1. Phoenix Finance ~The Investment Club~ “Control your $ or it will control you!” ~ Masters

  2. Asset Allocation Components: Nana’s investment portfolio

  3. Asset Allocation Components: YOURinvestment portfolio

  4. Dow Jones Industrial Average – only 30 stocks S&P500 – 500 ‘large cap’ US Stocks NASDAQ – home to most US tech stocks S&P/TSX – Canada’s major index • An index is like a class average • Just because the index is up 6% in a given year, it doesn’t mean that your portfolio is up by that amount • Measure your portfolio to the index – ”beat the index” A Stock Market Index

  5. 50% of the world’s stock market capitalization is concentrated in the US Canada – not significant (4%) Japan and UK at about 8% each • Emerging Markets – e.g. BRIC • These are markets that will grow • They will ‘catch up’ • We want to have exposure to those markets (especially as young investors) World’s Equity Markets

  6. Would you put all your $$$ into France or Switzerland or Germany or Australia? Of course not… • Each of these countries has a weighting of 3% • Canada’s weighting is 4% • So you are crazy if you invest solely in Canada You must go global!

  7. When we look at these indices, we see: • - wild swings • Sometimes sellers are in charge • Market dropping = BEAR market • Fear? • Sometimes buyers are in charge • Market rising = BULL market • Greed? Long term – markets rise!

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