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Introduction to Investing

Introduction to Investing. Presented by the UCLA Undergraduate Investment Society. Shane Sideris. Parth Thakkar. What is Investing?. The Right Mindset Know Yourself Defining Investing

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Introduction to Investing

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  1. Introduction to Investing Presented by the UCLA Undergraduate Investment Society Shane Sideris Parth Thakkar

  2. What is Investing? • The Right Mindset • Know Yourself • Defining Investing • “An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.” - Benjamin Graham

  3. How do we Invest? We Utilize a Financial Security What is a financial security? • Originally used to refer financial instruments secured by an asset. • In modern use, it can refer to all financial instruments regardless of if they are secured.

  4. Financial Securities Can be broken down into three categories: Equity (stocks) Debt (bonds, debentures, etc) Derivatives (options, swaps, futures)

  5. Investing Vehicles (Securities) • Marketable Securities • Stocks • Bonds • Options • Commodities/Futures • Foreign Exchange • Treasury Bills • Non-Marketable Securities • EE and I Government Bonds • Mutual Funds

  6. Stocks and their trading Plain and simple, stock is a share in the ownership of a company. Stock represents a claim on the company's assets and earnings. As you acquire more stock, your ownership stake in the company becomes greater. Whether you say shares, equity, or stock, it all means the same thing. Discount Broker vs. Full Broker

  7. How are stocks traded? • NYSE • Face-Face Floor • NASDAQ • OTC • AMEX

  8. What Causes Stock Prices to Change? Supply and DEMAND!!

  9. The Bulls, The Bears And The Farm The Bulls The Bears The PIGS

  10. Stock Market Concepts Technical Analysis

  11. Stock Trading Concepts Continued Fundamental Analysis

  12. Onto the Fundamentals • How do go about doing this? • Financial Statements • Ratios

  13. Balance Sheet

  14. Income Statement

  15. Statement of Cashflow

  16. Statement of Owners/Shareholders Equity

  17. All of the Ratios P/E Ratio Dividend Yield Current Ratio Quick Ratio (acid test) Earnings per Share ROI Effective Tax Rate

  18. Other Esentials Market Capitalization Volume

  19. Practice

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