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DRAFT 2.0 [Shared] SHORTSuccessful Investor 2017_

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Ali Alatas

on 8 August 2017

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Transcript of DRAFT 2.0 [Shared] SHORTSuccessful Investor 2017_

Investing for
Success

Stocks
Bonds
Loan
Own
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
Results
500,000
250,000
1982
2017
$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
40%
30%
20%
10%
0%
-10%
-20%
Asset Allocation
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
Superior Features of the
NO
set-up fees
NO
fees to the church
NO
individual account fees
NO
withdrawal fees
clergy@clergysupport.com
2 Basic Types of Investments
Time in the Market vs Timing the Market
Responding to Volatility
Emotional Roller Coaster
Not an Ordinary Retirement Plan
World class money managers
Guaranteed income options
Structured investment options
Roth options
2
12
27
26
4
7
34
20
31
27
20
13
26
9
3
13
14
23
30
11
-3
-12
-7
34
20
1995
1999
-6
Investing
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
Possibilities
Taking the Right Road for You
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
30
2013
2005
3
Full transcript