Investing for Organizational Sustainability

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chapter one • understanding investment choices 1.6 Recent Performance of Investments For those just beginning, a good point of reference is the recent performance of the common investments described above. How have they done over the last five years? These charts illustrate their performance over the same time period. When looking at the charts, keep in mind what you read earlier in the lesson and what you’ve heard about the economy in the news. For example, regarding real estate, you’ll see the price of homes has fallen from 2006 to 2009, in part owing to a bad economy. As we stated earlier, in normal or expanding economies, real estate investing can be quite lucrative and relatively safe. In down markets, both the potential rewards decline and the possible risks escalate quickly. 19
wall street survivor • investing 101 Mark’s Tip! The single most important point to consider when investing is to have clear and reasonable objectives, which includes knowing how long you are planning to invest. “Making as much as you can as fast as you can” is not a clear, reasonable objective. “Investing $500 a month and earning a 5% annual return for the next 10 years so I can put my kids thru college” is a clear and reasonable objective. If you are young, then you should be taking some risks because you have time working in your favor. If you are approaching retirement age, need monthly income and want to protect your nest egg, then you should consider that in your investment selection. 20
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The e-Advocate Monthly …a Compila
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The Advocacy Foundation, Inc. Helpi
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Dedication ______ Every publication
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The Transformative Justice Project
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The Advocacy Foundation, Inc. Helpi
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Biblical Authority ______ Genesis 4
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Table of Contents …a compilation
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I. Introduction The U.S. Stock Mark
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The purpose of a stock exchange is
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Indirect vs. Direct Investment The
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men also traded with debts, they co
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Rising share prices, for instance,
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Behavior of The Stock Market Invest
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Many different academic researchers
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measures of control into the stock
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Regulation of margin requirements (
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II. Securities Regulation in The U.
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The federal securities laws govern
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disclosure of financial and other i
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longer be deceived and tricked and
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The Investment Management Division
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filings. The filer must reply to ea
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scheme because she was the firm's c
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Lehman Brothers, SAC Capital, and o
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1933: Securities Act of 1933 1934:
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outright. transaction. Retail clien
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Energy related derivatives - the In
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Intercontinental Exchange ICE for e
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National Futures Association (NFA)
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III. The New York Stock Exchange Th
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Notable Events The exchange was clo
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cyber breach," and the Department o
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(Level 1), 13% (Level 2), and 20% (
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Merger, Acquisition, and Control In
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Investment. On July 24, 2013, Secre
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IV. The Dow Jones Industrial Averag
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Company Exchange Symbol Industry IB
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Initial Components Dow calculated h
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Abyssinian War, the Soviet-Japanese
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War and the First Intifada in the M
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During 2002, the average remained s
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central-bank debt fueled record clo
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has the same effect as a $1 move in
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V. The S&P 500 Index The Standard &
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December 31, 2013, trading day at 1
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To prevent the value of the Index f
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Return Including Dividends Invested
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AXP AIG AMT AWK AMP ABC Power Ameri
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CCL Carnival Corp. reports Consumer
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DWDP DowDuPont reports Materials DP
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Rubber Discretionary GWW Grainger (
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LEG Leggett & Platt reports LEN Len
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NCLH Norwegian Cruise Line reports
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SCG SCANA Corp reports Utilities Mu
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Technology Services 02-01 Research
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2017 February 28, 2017 January 5, 2
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December 10, 2013 December 2, 2013
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December 5, 2000 INTU Intuit BS Bet
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VI. The NASDAQ The NASDAQ Stock Mar
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In November 2016, Nasdaq Chief Oper
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VII. The American Stock Exchange NY
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George Rea was approached about the
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y trading volume in the United Stat
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it's sold to a buyer. Therefore, ma
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VIII. The NYSE vs. The NASDAQ The N
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The NYSE collects a maximum yearly
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IX. Online Investing and Stock Sele
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Stock Selection Criteria Stock Sele
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2. Earnings growth which may be ref
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underlying companies. By focusing o
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to reveal levels of technical deter
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(25% debt compared to 75% equity) a
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about the movement of stock and com
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1. Fundamental Analysis maintains t
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Top-Down and Bottom-Up Approaches I
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Analysis of Technical Data In finan
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Contrasting with technical analysis
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Note that the sequence of lower low
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series of rules for generating entr
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Subsequently, a comprehensive study
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EMH advocates reply that while indi
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Among the most basic ideas of conve
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chalk, with the updates regarding s
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Parabolic SAR - Wilder's trailing s
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X. List of Stock Exchanges This is
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XI. Glossary of Investment Terms JP
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Capital gains reinvest NAV - The di
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Ex-Dividend date - The date on whic
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- L - Large-cap - The market capita
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Portfolio - A collection of investm
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Securities and Exchange Commission
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Treasury bond - Negotiable long-ter
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XII. References 1. https://en.wikip
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Notes _____________________________
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Attachment A Seven Steps to Underst
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Investing for Beginners 101: 7 Step
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Page 202 and 203: Investing for Beginners 101: 7 Step
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Page 232: Investing 101 A Complete Introducti
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Wall Street Survivor 3500 de Maison
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Attachment C Analysis of Stock Mark
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TableofContents I.Acknowledgements
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I.Acknowledgements Iwouldliketoth
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III.ListofFigures Figure1:AppleInc.
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IV.ListofTables Table1:AAPLTransact
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1.Introduction 1.1Goals The main go
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suffered severe losses due to the e
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Because of its relative unpredictab
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2.4MutualFunds Mutual Funds are an
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3.2SwingTrading SwingTradingisthes
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een a leading maker of consumer ele
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4.2.3RaytheonCompany(NYSE:RTN) Ray
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Figure4:GoogleInc.(NASDAQ:GOOG)Year
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products have driven NVIDIA’s suc
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Figure8:AdvancedMicroDevices,Inc.(N
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soldmy100sharesofApplestocklateFrid
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Table3:GOOGTransactions(June17Jun
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Table4:INTC,NVDA,ERTS,YHOO,AMDTrans
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anetlossof$325.50beforewatchingthei
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Table8:AAPL,GOOG,MSFTTransactions(J
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Table10:NOVL,AAPLTransactions(July1
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4.4Simulation2:DayTrading 4.4.1Week
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Figure24:FordMotorCo.(NYSE:F)PriceC
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4.4.2Week2:June29-July3 , 2009 The
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myself to back out of any investmen
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share.Mypredictionofalate‐Fridayr
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Table21:INTC,GOOGTransactions(July1
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infelltothepointwhereIwouldloosemor
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events that caused the value of the
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8. 100 Best Companies to Work For 2
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06/23/09 F sell $5.59 8000 $44,710.
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07/09/09 MSFT sell $22.54 950 $21,4
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Advocacy Foundation Publishers Page
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Issue Title Quarterly Vol. I 2015 T
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Issue Title Quarterly Vol. V 2019 O
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LI Nonprofit Confidentiality In The
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Vol. XVIII 2032 Public Policy LXXVI
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Legal Missions International Page 2
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Vol. V 2019 XVII Russia Q-1 2019 XV
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The e-Advocate Newsletter Genesis o
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Extras The Nonprofit Advisors Group
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www.TheAdvocacyFoundation.org Page
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