, HOOFSTUK 9: BELEGGING: SEKURITEITE
1. Verduidelik die funksies van die JSE:
• Dien as ‘n skakel tussen beleggers en maatskappye.
• Dien as ‘n barometer vir ekonomiese toestande.
• Monitor aandelemakelaars se aktiwiteite.
• Stel klein beleggers in staat om aandele in groot maatskappye te koop.
• Hou beleggers ingelig deur aandeelpryse daagliks in koerante en ander
media te publiseer.
2. Beleggingsbesluite
Opbrengs op belegging(OOB)
• Verwys na inkomste uit die belegging, naamlik rente, dividende of
kapitaalgroei op die oorspronklike bedrag belê.
• Die opbrengs moet aangedui word as netto na-belasting-wins op die
belegging.
• Opbrengs kan in die vorm van kapitaalwins wees, waar die bate se
waarde toegeneem het.
Risiko
• Verwys na die kans dat die bedrag belê in waarde kan verminder, weens
onvoorsiene omstandighede.
• Hoe hoër die potensiële opbrengs, hoe hoër is die risiko vir ‘n potensiële
verlies.
• Voorbeeld: belegging in aandele het ‘n hoër risiko as ‘n belegging in ‘n
vaste deposito.
Likiditeit
• ‘n Bedrag kapitaal kan in ‘n soort belegging belê word, wat maklik in
kontant omgeskakel kan word.
• Die term likiditeit word gebruik om die eenvoudigheid en tempo waarteen
beleggers hulle belegging in kontant kan omskakel, te beskryf.
• Voorbeeld: ‘n belegging in ‘n spaarrekening is makliker omskepbaar in
kontant as ‘n belegging in ‘n vaste deposito wat gewoonlik vir ‘n
vasgestelde tydperk belê word.
Belasting
• ‘n Goeie belegging sal goeie na-belastingopbrengs oplewer.
• Inkomstebelasting implikasies moet oorweeg word om sodoende ‘n hoë
na-belastingopbrengs te verseker.
• Belastingkoerse is nie noodwendig dieselfde vir verskillende soorte
beleggings nie.
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller wilmathuynsma. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $2.85. You're not tied to anything after your purchase.