1. Types of Securities and Investments
Research and Trade #2
Types of Securities and Investments

2. Stocks Considerations Financial Health Current Projects Leadership
Competitors
News
Dividends

3. Stocks Fundamental Analysis
Price/Equity Ratio: Stock Price/Earnings, useful after earning release. Used to determine under/over valued compared to industry
Debt/Equity: Total Debt/Total Equity, doesn’t change that much. A severe change may warrant investigation
Cash Flow Models (DCF): Analysis of future cash flows to present day. Used to determine under/over valued vs the future
52 Week Range: Range of stock prices for past year. May indicate over/under valued

4. Terms in Action

5. Bonds Considerations Interest (amount paid) Yield (percent paid)
Price (inverse relationship with yield)
Duration
Source
Credit Rating
Economic Environment

6. Bonds
Types of Bonds
Corporate: issued by companies. Usually higher yield. Taxable income.
Municipal: issued by cities and states. Non-taxable income.
Treasury: issued by national government. Taxable income.

7. Mutual Funds Considerations Holdings: what is in the portfolio?
Fees: what do they charge
Strategy: how do they make their money?
Liquidity: how often is it traded? Easy to get in/out.
Net Assets: the amount of money others have invested
Goals: what is their objective?
Manager: who is managing?

8. Other Types of Securities
Currency: Foreign, domestic, crypto
Hedge Funds: Not as limited as Mutual Funds. Higher entry limit.
Derivatives: Options, commodities, swaps
Unit Investment Trusts (UITs): Fixed portfolios, must be held for a certain amount of time, usually 15 months
 Annuities: has an accumulation and payout phase. Limited investment options, low liquidity.

9. Kahoooot!