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[Shared] ORIGINAL Successful Investor 2016

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Ali Alatas

on 8 August 2017

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Transcript of [Shared] ORIGINAL Successful Investor 2016

Investing for Success
Type of Investments
Stocks
Bonds
Loan
Own
VS
Stock Investing
1
Individual Stocks
2

Broad Based Diversified Mutual Funds
Mutual Funds
What is a mutual fund?
Why invest in mutual funds?
Diversification
Quality Money Management
Investing
Possibilities
Taking the
Right Road for You
American Funds Hypothetical Illustration
Suppose 3 different people invest $100 a month for 35 years
Here is what would happen…
Sarah
100% Bonds
Jim
50/50 Stocks and Bonds
Kevin
100% Stocks
Sarah
The Bond Fund of America
100% Funds
Over 35 years, she will have invested $42,000 at 5.84%
Total value: $132,644.00
Jim
American Balanced Fund
50/50 STOCKS & BONDS
Over 35 years, he will have invested $42,000 at 9.47%
Total value: $300,394.00
Kevin
The Growth Fund of America
100% Stocks
Over 35 years, he will have invested $42,000 at 11.42%
Total value: $475,637.00
Results
500,000
250,000
1979
2014
$475,637.00 @ 11.42% in 100% Equities
$300,394.00 @ 9.47%
in 50/50
$132,644.00 @ 5.84% in 100% Bonds
Annual Drama
S&P 500 intra-year declines vs. calendar year returns
Despite average intra-year drops of 14.2%, annual returns positive in 27 of 36 years
YTD
1
40%
30%
20%
10%
0%
-10%
-20%
-30%
-40%
-50%
-60%
Source: FactSet, Standard & Poor's , J.P. Morgan Asset Management.
Returns are based on price index only and do not include dividends. Intra-year drops refers to the largest market drops from a peak to a through during the year.
For illustrative purposes only. Returns shown are calendar year returns from 1980 to 2015, except for 2016, which is year to date.
Guide to the Markets - U.S. Data are as of April 30, 2016
-17
-18
-17
-13
-8
-7
-9
-8
-34
-8
-20
-10
-7
-2
-9
-6
-6
-5
-3
-8
-11
-19
-12
-17
-30
-34
-10
-13
-23
-38
0
-1
-14
-8
-7
-8
-10
-49
-28
-16
-19
-10
-6
-7
-12
-11
'80
'85
'90
'95
'15
'10
'05
'00
26
15
17
1
26
15
2
12
27
26
4
7
34
20
31
27
20
13
26
9
3
13
14
23
30
11
1995
1999
2009
Asset Allocation
1
2
3
Timing the Market
vs
Timing the Market
Responding to Volatility
Emotional Rollercoaster
Partnering for Success
90+ Investor Options
Customize Your Portfolio to Match Your Values
Global commercial real estate
Energy
Technology
Socially responsible
Utilities
Commodities and hard assets
Things we can't control
Things we can control
The Markets
Beliefs
The Economy
Emotions
Decisions
The Noise
Schedule Anytime
www.clergyadvantage.com
970-667-5819
Not an Ordinary Retirement Plan
World class money managers
Guaranteed income options
Structured investment options
Roth options
403(b)
Superior Features of the
NO
set-up fees
NO
fees to the church
NO
individual account fees
NO
withdrawal fees
403(b)
clergy@clergysupport.com
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