Presentations are communication tools that can be demonstrations, lectures, speeches, reports, and more... WAYS TO EARN MONEY THROUGH MUTUAL FUNDS Increased NAV Presentations are commun
Trang 2PRESENTATION FRAMEWORK
Key talking points
- Knowing the Basics
- Building Your Investment Strategy
- How to Start Investing
- Pros of Mutual Funds
- Cons of Mutual Funds
- Words from the Wizard of Omaha
M U T U A L F U N D I N V E S T M E N T S | S F
2 0 2 0
Trang 3THE BASICS
What is a mutual fund?
Presentations are communication tools that can be demonstrations,
lectures, speeches, reports, and more.
Trang 5WAYS TO EARN MONEY THROUGH
MUTUAL FUNDS
Increased NAV
Presentations are communication tools.
Capital Gains Distributions
Presentations are communication tools.
Dividend Payments
Presentations are communication tools.
Trang 6Investor ROI
6.92%
Average mutual fund return for the past fi ve years
Presentations are tools
that can be lectures and
more.
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M U T U A L F U N D I N V E S T M E N T S | S F 2 0 2 0
Trang 11439 FUNDS
Number of new mutual
funds in the US market
in 2016
278 FUNDS
Number of new mutual funds in the US market in
2015
Trang 12MAXIMIZING MUTUAL FUNDS
Trang 131 Identify investment objectives.
HOW TO START INVESTING
2 Determine time horizon 3 Choose a mutual fund
investment.
Trang 14TYPES OF MUTUAL FUNDS
Money Market Funds
Presentations are tools that can be lectures, and more
Bond Funds
Presentations are tools that can be lectures, and more
Balanced Funds
Presentations are tools that can be lectures, and more
Stock or Equity Funds
Presentations are tools that can be lectures, and more
Trang 15STRATEGIC ASSET
ALLOCATION
Balancing different asset classes
Presentations are communications tools that can be lectures, reports, and
more.
Trang 16ASSET ALLOCATION MODELS
Bull Market
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Bear Market
Transitional Market
Trang 17Presentations are communication
tools that can be used as lectures.
Trang 18SITWELL FINANCIAL MUTUAL FUND
Trang 19MUTUAL FUND INVESTMENT TIMELINE
Trang 21SPEAK THE MUTUAL FUNDS
LINGO
Presentations are tools that can be used as lectures,
reports and more.
Trang 22CONS OF
MUTUAL FUNDS
Hidden Fees & Sales Charges
Presentations are tools that can be used as lectures
Tax ineffi ciency
Presentations are tools that can be used as lectures
Lack of Liquidity
Presentations are tools that can be used as lectures
Poor Trade Execution
Presentations are tools that can be used as lectures
Trang 23Words from the Wizard of
Omaha
SUCCESSFUL INVESTING TAKES
TIME, DISCIPLINE, AND PATIENCE.
Warren Buff ett
Trang 24THE SITWELL WEALTH MANAGEMENT TEAM
Katalina Smith Grayson Burch Taliyah Maynard
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Canva design
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