ShmoopTube

Where Monty Python meets your 10th grade teacher.

Search Thousands of Shmoop Videos


Education Videos 108 videos

Finance: What is After Hours Trading?
1 Views

What is After Hours Trading/Extended Trading? After hours trading describes any trades made after the market closes or before the market opens. Bec...

Finance: What is the Dow Jones Industrial Average?
2710 Views

What is the Dow Jones Industrial Average? The Dow Jones Industrial Average is usually just called the Dow. It’s an average of 30 of the most well...

Finance: What Do You Need to Retire?
209 Views

What do you need to retire? Retirement - think: 401k, pension fund, IRA, roth IRA, etc. All of these savings socked away while you worked hard are...

See All

Finance: What are Investment Objective and Style? 3 Views


Share It!


Description:

Investment objectives and styles vary from investor to investor. Some are in it for the long haul. Others, um... don't look at "Ponzi" as a dirty word.

Language:
English Language

Transcript

00:00

Finance allah shmoop what are investment objective and style All

00:08

right people we all want to make money right Okay

00:11

everyone except that guy Yeah That's everyone's overall investment objective

00:16

Scratch a little further and you'll find that everyone's investment

00:19

goal or objective is a little different Well some people

00:22

want to make a lots of money fast and they

00:24

can risk a lot you know because retirement is right

00:27

around the corner and they've got a prayer on their

00:29

side Some people are okay with making money slow because

00:33

they don't feel comfortable taking a lot of risk Some

00:35

folks want to make money sure but want to invest

00:38

only in quote ethical unquote companies And you got a

00:41

whole bunch of other flavors on down the line Well

00:43

it's a registered investment advisors job to figure out how

00:47

much someone wants to make and how they want to

00:50

make that money risk wise with their investments Not knowing

00:54

this stuff helps the adviser choose the right options for

00:57

their client So what's your investment style Sure you've got

01:01

style that would make kanye west weak but what's your

01:04

investment style like depends on your personality your investment ideas

01:08

And what your goals are and how much you really

01:11

can risk and you afford tto lose everything and start

01:13

all over if things go bust putting all your money

01:16

in whatever dot com well your style might be aggressive

01:19

like you go after stock to think a ll rise

01:22

and rise fast you know like new i pose and

01:25

high growth tech companies and you're comfortable knowing they could

01:28

also go bust and you could also be an index

01:31

or just kind of passive i eat You're not going

01:34

to try to outperform the market you're into long term

01:37

growth so you might want to just be the market

01:40

by an index fund of the s and p five

01:41

hundred Your style might be focused on buying shares in

01:44

big companies and holding them for a long time or

01:47

brian smaller growth e companies and hoping they take off

01:50

but holding them for a long time like not a

01:52

lot of trading not a lot of taxes things just

01:55

kind of plunk along Well you might be all about

01:57

value buying stocks everybody hates when they're on the cover

02:01

the wall street journal which is saying this thing is

02:03

a dog Then you want to buy it because really

02:06

cheap or you might be in a growth like companies

02:08

that don't pay a dividend Maybe they don't even have

02:11

any earnings like amazon Amazon probably the greatest growth stock

02:14

in history barely had any earnings no dividend and it

02:16

just grows you know look at that chart that a

02:18

beauty Well there are tons of hybrids in between all

02:21

of these styles but at the end of the day

02:23

it's all about risk and reward and time And for

02:26

most people the worst thing they khun dio is stay

02:28

high and dry fully out of the investing pool because

02:31

over time the markets go up so no your objective

02:34

know your style and whatever you do don't make kanye 00:02:37.313 --> [endTime] cry

Related Videos

GED Social Studies 1.1 Civics and Government
39794 Views

GED Social Studies 1.1 Civics and Government

Fake News
11938 Views

How do you tell fake news from real news?

Finance: What is Bankruptcy?
260 Views

What is bankruptcy? Deadbeats who can't pay their bills declare bankruptcy. Either they borrowed too much money, or the business fell apart. They t...

Finance: What is a Dividend?
1777 Views

What's a dividend? At will, the board of directors can pay a dividend on common stock. Usually, that payout is some percentage less than 100 of ear...

Finance: How Are Risks and Rewards Related?
589 Views

How are risk and reward related? Take more risk, expect more reward. A lottery ticket might be worth a billion dollars, but if the odds are one in...