Copyright 2007 – All rights reserved Creating your Portfolio GigaWealth Corporation.

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Presentation transcript:

Copyright 2007 – All rights reserved Creating your Portfolio GigaWealth Corporation

Copyright 2007 GigaWealth Corporation Your portfolio The objective of a portfolio is to help you accomplish a financial goal by organizing and tracking your investments The strategy is to choose investments that are consistent with your situation, your ability to invest and manage your investments, consistent with your risk tolerance and consistent with your financial goals Your portfolio could consists of assets from the following types of investments – Cash or Certificates of Deposit – Bonds (Government, Municipal, Corporate) – Stock (Common, Preferred, – Stock Options – Commodiities – Financial Futures – Futures Options – Real Estate (Residential, Commercial) – Collectibles

Copyright 2007 GigaWealth Corporation Creating your portfolio Step 1. Decide on your portfolio’s goal – Retirement – College – Vacation home Step 2. Decide on your portfolio investment objective – Growth – Capital Preservation – Income Step 3. Decide on your risk tolerance for that portfolio

Copyright 2007 GigaWealth Corporation Asset Allocation Given your situation (which is information that you provided in your profile), and your portfolio objectives, an asset allocation suggestion is made You can modify the asset allocation suggestion Now you can search for investment opportunities and put them in your portfolio

Copyright 2007 GigaWealth Corporation Starting your portfolio Step 1. Put some cash into a bank Step 2. Invest the cash by buying other assets, such as stocks, ETFs, bonds, collectibles, etc.

Copyright 2007 GigaWealth Corporation Managing your portfolio Click on “Search” next to any asset category, such as Stocks Follow the GigaWealth Classical Approach to investing, searching for investments, starting with an Economic Analysis, followed by Industry, Company and Technical Monitor how your portfolio is tracking to your plan, and make adjustments as necessary

Copyright 2007 GigaWealth Corporation GigaWealth Additional Resources Corporate website with additional information – Free membership – Sign up and start building your wealth today, with GigaWealth, your trusted wealth creation and management partner!