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Financial Market Selected Topics and Investments
by 趙永祥, 2021-10-25 11:40, 人氣(1570)
           Financial Market Final-term Topics




TOPIC 1:How to Invest in Stocks

Investing in stocks is easier than beginners might think —

all you need is an online brokerage account to get started.

·         How to Buy and Sell Stocks


·         How to choose a good stock, what kind of stock is suitable for me to choose and invest.


·         How to get stable profits from investing stocks


·         How to avoid loss from investing stocks


·       Can I invest small amounts of money in stocks?


·      How to use good methods to analyze the selected stock


·   How to invest in stocks through six important steps

 

https://www.nerdwallet.com/article/investing/how-to-invest-in-stocks

 

TOPIC 2: Investment Strategy in Financial Market

1.    What is an 'Investment Strategy'?

2.    The Role of Risk-taking in Investment Strategy

3.    My investment strategy in financial market

4.    Characteristics between Bond Funds and Bond ETFs

http://isites.nhu.edu.tw/yschao/doc/5865

 

TOPIC 3:How to Invest in ETFs (Exchange-Traded Funds)

1.    What is an ETF?

2.    ETFs vs. mutual funds

3.   How much money do I need to be able to invest in ETFs?

4.    Pros and Cons of ETFs(ETF的利弊/優點與缺點)

5.    How to get investment profits from ETFs

6.   Advantages and Disadvantages of ETFs

https://www.fool.com/investing/how-to-invest/etfs/


TABLE OF CONTENTS

·         What Is an ETF?

·         Types of ETFs

·         How to Begin Investing in ETFs

·         How to Buy and Sell ETFs

·         Real-World Examples of ETFs

·         ETF Creation and Redemption

·         ETFs vs. Mutual Funds vs. Stocks


TOPIC 4: How To Invest In Mutual Funds

There have five main questions to find out the answers.

https://www.forbes.com/advisor/investing/how-to-invest-in-mutual-funds/

1.What Are Mutual Funds?

2.How Do Mutual Funds Work?

3.Are Mutual Funds a Good Investment?

4.What’s the Difference Between a Mutual Fund and an ETF?

5.Which Mutual Funds Should I Buy?

 

TOPIC 5: How to Invest in Bonds

How Bonds Work & How to Invest in Bonds market?

https://www.fool.com/investing/how-to-invest/bonds/

Four Basic Things to Know About Bonds

KEY TAKEAWAYS

1.     Some of the characteristics of bonds include their maturity, their coupon rate, their tax status, and their callability.

2.     Several types of risks associated with bonds include interest rate risk, credit/default risk, and prepayment risk.

3.     Most bonds come with ratings that describe their investment grade.

4.     Bond yields measure their returns.

https://www.investopedia.com/articles/bonds/08/bond-market-basics.asp

 

  

  • TOPIC 6: How to MANAGe A PORTFOLIO

·         Understanding Risk Tolerance

·         Diversification

·         Measuring Investment Returns

·         Corporate Actions

·         Dividends

  • Warren Buffett: How Many Stocks Should You Own In Your Portfolio?

https://www.youtube.com/watch?v=H3Q8a9imiFs

 

 

TOPIC 7: What are good and safe Asset Allocation Strategies you will arrange and take into consideration?

 

TABLE OF CONTENTS

·         Strategic Asset Allocation

·         Constant-Weighting Allocation

·         Tactical Asset Allocation

·         Dynamic Asset Allocation

·         Insured Asset Allocation

·         Integrated Asset Allocation

·         The Bottom Line

 

https://www.investopedia.com/investing/6-asset-allocation-strategies-work/



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Portfolio Management

Portfolio management consists of three main elements: investing time horizon, diversification of investments, and risk tolerance.

What Is Asset Management?


Asset management is the direction of all or part of a client's portfolio by a financial services institution, usually an investment bank, or an individual. Institutions offer investment services along with a wide range of traditional and alternative product offerings that might not be available to the average investor.

KEY TAKEAWAYS

  • Asset management refers to the management of investments on behalf of others.

  • The goal of asset management is to grow a client's portfolio over time while mitigating risk.

  • Asset management is a service offered by financial institutions catering to high net-worth individuals, government entities, corporations and financial intermediaries.
https://www.investopedia.com/portfolio-management-4689745

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Warren Buffett Investment Strategy


The main investment strategies from Warren Buffett can be focused on the following eight investment strategyies.

 

1. Stick With Long Term Value Investing Strategies

Don’t let fear and greed change your investing criteria and values. Avoid being overwhelmed by outside forces that affect your emotions. Never sell into panic.


2. Invest in What You Understand

Buffet only invests in companies he understands and believes have stable or predictable products for the next 10 – 15 years. This is why he has typically avoided technology companies.


3. Invest Like You Are Buying the Entire Company

Treat investing in a stock as though you are buying the entire company. I always take a hard look at enterprise value because this is the total price of a company. In other words, it is the price you would be paying for the company if you could buy the whole company at current prices.


4. Companies with Competitive Advantages

Companies with pricing power, strategic assets, powerful brands, or other competitive advantages have the ability to outperform in good and challenging times. A long term investing strategy requires investing in companies that can weather both good and bad economic times.


5. Find Quality Companies

Buffet believes in quality investing. He would rather pay a fair price for a great company than a low price for a mediocre company.


6. Keep Cash On Hand

Investment opportunities become available through broad market corrections or individual stocks that become bargains. These are not predictable events; so cash on hand is an important concept in value investing.


7. Require a Margin of Safety

Purchasing stocks with a margin of safety below their intrinsic value reduces risk and provides an allowance for unforeseen negative events.


8. Compounding and Patience

Buffet believes in long term value investing because he understands the power of exponential growth. Companies with sustainable profits can pay and grow their dividends. There are few more powerful long term investing strategies than dividend growth compounding.

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Warren Buffett's Advice for Young People Who Want to Be Rich

https://www.youtube.com/watch?v=N0eVxWevvN0&ab_channel=NewMoney


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How To INVEST In Your 30's To Be WEALTHY In Your 40's | 

by Lewis Howes



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Warren Buffett's 25 best quotes about business, investing, and life




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Stock market news live updates: Stock push higher as investors weigh fresh jobs data; Dow jumps 100 points




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Warren Buffett: Lessons from a legendary investor




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Key Elements of a Successful Asset Management Program



Financial Market Investment Films: 

Totally eight films



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