These investment notes offer a comprehensive overview of different investment vehicles, from stocks and bonds to mutual funds and real estate. Learn about risk management, portfolio diversification, and how to make informed investment decisions.
- Contains typed notes as well as digital handwrit...
Table of Contents
EVALUATE INVESTMENT OPTIONS ................................................................................................................... 3
RISK ................................................................................................................................................................. 3
RETURN ON INVESTMENT (ROI)..................................................................................................................... 3
TIMELINES (PERIOD OF INVESTMENT) .......................................................................................................... 3
DIFFERENT INVESTMENT STARTEGIES ........................................................................................................ 4
EQUITIES/SHARES .............................................................................................................................................. 4
RISK ................................................................................................................................................................. 5
RETURN ON INVESTMENT (ROI)..................................................................................................................... 5
TIME FRAME OF INVESTMENT ....................................................................................................................... 6
DEBENTURES...................................................................................................................................................... 6
RISK ................................................................................................................................................................. 7
RETURN ON INVESTMENT (ROI)..................................................................................................................... 7
TIME FRAME OF INVESTMENT ....................................................................................................................... 7
RETIREMENT ANNUITIES AND PENSION FUNDS ............................................................................................. 8
RISK ................................................................................................................................................................. 8
RETURN ON INVESTMENT (ROI)..................................................................................................................... 9
TIME FRAME OF INVESTMENT ....................................................................................................................... 9
ENDOWMENTS .................................................................................................................................................... 9
RETURN ON INVESTMENT (ROI)..................................................................................................................... 9
TIME FRAME OF INVESTMENT ..................................................................................................................... 10
OFFSHORE INVESTMENTS............................................................................................................................... 10
RETURN ON INVESTMENT ............................................................................................................................ 10
TIME FRAME OF INVESTMENT ..................................................................................................................... 10
UNIT TRUSTS..................................................................................................................................................... 10
RISK ............................................................................................................................................................... 11
RETURN ON INVESTMENT (ROI)................................................................................................................... 11
TIME FRAME OF THE INVESTMENT .............................................................................................................. 11
COLLECTIBLES ................................................................................................................................................. 11
RISK ............................................................................................................................................................... 11
RETURN ON INVESTMENT (ROI)................................................................................................................... 11
TIME FRAME OF THE INVESTMENT .............................................................................................................. 11
NOTICE DEPOSITS ............................................................................................................................................ 12
FIXED DEPOSITS ............................................................................................................................................... 12
RISK ............................................................................................................................................................... 12
RETURN ON INVESTMENT (ROI)................................................................................................................... 12
TIME FRAME OF THE INVESTMENT .............................................................................................................. 12
MONEY MARKET ACCOUNTS .......................................................................................................................... 12
RISK AND RETURN ON INVESTMENT (ROI).................................................................................................. 13
TIME FRAME OF THE INVESTMENT .............................................................................................................. 13
FIXED PROPERTY ............................................................................................................................................. 13
RISK ............................................................................................................................................................... 13
RETURN ON INVESTMENT (ROI)................................................................................................................... 13
1
, TIME FRAME OF THE INVESTMENT .............................................................................................................. 14
2
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 EFT, 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 this summary from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller Anonymous628. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy this summary for R150,00. You're not tied to anything after your purchase.
