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Advanced Investing: Decoding Asset Allocation and Expanding Investment Knowledge

Unlock the secrets of asset allocation and gain a deeper understanding of fund information to invest for your future. Learn the powerful strategy of balancing risk and return to maximize your investment performance.

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Advanced Investing: Decoding Asset Allocation and Expanding Investment Knowledge

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  1. • Your “On the Road to Advanced Investing” booklet • A pencil

  2. • Decode asset allocation • Expand your investment knowledge • Decipher fund information • Invest for your future

  3. • How you invest your money among different asset classes • A powerful strategy for balancing risk and return • May account for up to 90% of investment performance

  4. • Your time horizon • Your risk tolerance • Your total financial picture

  5. 1.To obtain above-average returns on my investment, I am willing to accept above-average risk.

  6. 2.Staying ahead of inflation is very important to me.

  7. 3.If an investment loses money over the course of a year, I can easily resist the temptation to sell it.

  8. 4.This money is intended for retirement. I do not plan on taking it out for major financial expenses.

  9. 5.I consider myself knowledgeable about economic issues and personal investing.

  10. •A mutual fund pools the money of investors with mutual investing goals •A mutual fund is diversified

  11. • Money markets • Treasury bills • Certificates of deposit • Guaranteed investment contracts (GICs)

  12. • Bond funds may contain government or corporate bonds •Bonds are classified by their rating • Bonds are also classified by their time to maturity

  13. • Ratings can help you understand default risk • Low-rated bonds may pay higher interest • Many different rating agencies

  14. • Domestic stocks classified by market cap • Market cap is total value of all stock company has issued

  15. • Stock funds also classified by market cap • The capital value of an “average” company in the fund’s portfolio

  16. •Investment summaries •Retire.53.com •Portfolio highlights •Fund prospectuses

  17. • Fund objective • Investment strategy • Portfolio characteristics • Risk and return • Performance • Diversification • Largest holdings

  18. • Fund class • Fund objective • Investment strategy

  19. Total assets $10,000 Liabilities – $2,000 Net assets = $8,000 Number of shares ÷ 4,000 Net Asset Value = $2.00 (N.A.V.)

  20. • Expense ratio • Beta • Turnover rate

  21. • Risk indicator

  22. • Performance • Put performance into perspective

  23. • Diversification • Largest holdings

  24. • Personal account access • Contact information • Contribution allocations • Fund transfers

  25. • Fund information • Performance • Prices • Investment summaries

  26. • On the Web at Retire.53.com • More detail on fund strategy • Technical investment information • More detail on investments held

  27. • Buy strategy • Sell strategy • Investor profile

  28. •Value of a hypothetical investment • $10,000 invested in the fund

  29. • Fund statistics • Average capitalization • Price to earnings ratio • Earnings per share • Securities held

  30. • Provides all the vital information you need to know before investing

  31. • Decode asset allocation • Expand your investment knowledge • Decipher fund information • Invest for your future

  32. •Increase your contribution! • Adjust your investment selection if necessary • Roll over and consolidate outstanding balances from other accounts

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