Financial planning.

Slides:



Advertisements
Similar presentations
Chapter © 2010 South-Western, Cengage Learning Investing in Mutual Funds, Real Estate, and Other Choices Investing in Mutual Funds 14.
Advertisements

Copyright ©2004 Pearson Education, Inc. All rights reserved. Chapter 13 Investing Fundamentals.
Independent Advisors Forum A Penn Mutual Due Diligence Meeting.
P.V. VISWANATH FOR A FIRST COURSE IN INVESTMENTS.
© 2008 Morningstar, Inc. All rights reserved. 3/1/2008 LCN Stocks and Bonds.
Platinum’s definitive Forex trading programme to help you become a professional trader.
Investment Options.
Real Estate Investment Trusts – By Prof. Simply Simple A Real Estate Investment Trust or REIT is a company that owns and operates income-producing real.
Exploring Complementary Investment Opportunities: Real Estate Investment Trusts 1.
EdgeTech Analytics ASSET MANAGEMENT SOFTWARE: 2008.
Power Income Portfolio For more information call:
The Montgomery Institute Investment Proposal December 2013.
First Industrial Realty Trust, Inc. (FR) RCMP Presentation Kristoffer Inton.
Chapter 20 THE FUTURE OF BUSINESS Gitman & McDaniel 5 th Edition THE FUTURE OF BUSINESS Gitman & McDaniel 5 th Edition Chapter Managing the Firm’s Finances.
THE ALTERNATIVE UNIVERSE. DISCLAIMER: Futures and options trading involves substantial risk of loss and is not suitable for every investor. The valuation.
Investment Vocabulary. Stock Market  A market in which the public trades stock that someone already owns; the buying and selling of stock.
The Episcopal Church Foundation As of September 30, /30 Equities to Fixed Income Standard and Socially Screened Endowment Management Solutions Following.
Course of Study for Beginning Investors Class 1 WHY INVEST IN STOCKS? Part 2 Carol Crosta Associate Director, BIVA Board.
WisdomTree LargeCap Dividend Fund Performance Attribution March 2012.
Chapter © 2010 South-Western, Cengage Learning Investing in Mutual Funds, Real Estate, and Other Choices Investing in Mutual Funds 14.
Chapter © 2010 South-Western, Cengage Learning Investing in Mutual Funds, Real Estate, and Other Choices Investing in Mutual Funds 14.
BONDS OR DIVIDENDS?. Why Have Investor’s Historically Preferred Bonds? – Traditionally known as a “safe investment” – Typically less volatile than stocks.
Ratio Analysis…. Types of ratios…  Performance Ratios: Return on capital employed. (Income Statement and Balance Sheet) Gross profit margin (Income Statement)
Chapter 11 Investment Companies. Closed-end Open-end (commonly called a mutual fund)
WisdomTree LargeCap Dividend Fund Performance Attribution December 2011.
The Economic Functions of the Stock Market
P/E Capital Investments manages the wealth of select families and business owners. P/E Capital Investments does not provide tax or legal advice. It is.
Stock Picking Process.
Market Timing.
Benjamin Graham.
How Do ETFs Fit into investment portfolios?
Would Owning A Mutual Fund Be A Better Approach?
Stock Picking Process.
REAL ESTATE INVESTMENT TRUSTS
THE REAL COST OF MUTUAL FUNDS
What We Do.
What We Do.
Stock Picking Process.
Stock Picking Process.
BONDS OR DIVIDENDS?.
BONDS OR DIVIDENDS?.
CHAPTER FOUR The Financial Statements of Banks and Some of Their Closest Competitors
De-worse-ification.
(Insert Company Name Here)
A Brief History of Risk and Return
BONDS OR DIVIDENDS?.
Review Fundamental analysis is about determining the value of an asset. The value of an asset is a function of its future dividends or cash flows. Dividends,
BONDS OR DIVIDENDS?.
What We Do.
22 Investors and the Investment Process Bodie, Kane, and Marcus
BONDS OR DIVIDENDS?.
Stock Picking Process.
Personal Finance Stocks (Equities)
Dreaming the impossible dream? Market Timing
CHAPTER FOUR The Financial Statements of Banks and Some of Their Closest Competitors
(Insert Company Name Here)
Market Timing.
22 Investors and the Investment Process Bodie, Kane, and Marcus
BONDS OR DIVIDENDS?.
What We Do.
Market Timing.
(Insert Company Name Here)
Investing in Mutual Funds, Exchange traded funds, and Real Estate
Stock Picking Process.
(Insert Company Name Here)
Stock Picking Process.
The Fundamentals of Investing
BONDS OR DIVIDENDS?.
Introduction & Terminology
Analyzing Investment Strategies
Presentation transcript:

Financial planning

RETURN = -1% FACT: DJIA JAN 3,2000 – 11,357.51 FACT: DJIA DEC 1, 2010 – 11,255.78 RETURN = -1% Source: finance.yahoo.com

RETURN = - 17% FACT: S&P 500 JAN 3, 2000 – 1455.22 FACT: S&P 500 DEC 1 2010 – 1206.07 RETURN = - 17% Source: finance.yahoo.com

WHAT IF THESE 10 YEARS……. WERE YOUR 10 YEARS?

What if…………… HISTORY REPEATS ITSELF?

Historical Trends: Secular Bear

WHAT’S IN A PLAN? YOUR GOALS YOUR DREAMS YOUR FUTURE

SO WHERE DO WE BEGIN?

An Investment in Your Future The Planning Process An Investment in Your Future

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Let’s Look At The Planning Results

Source: moneyguidepro

Source: moneyguidepro

Source: moneyguidepro

Stress Test #3 - Back Testing Source: moneyguidepro

Stress Test #3 – Rolling Windows Source: moneyguidepro

For Planning Projections How Does One Realistically calculate the projected returns on their existing portfolio? Or calculate the projected returns on a suggested portfolio? Otherwise, how do you know if you are on course or off course??

Probability Of Success - Monte Carlo Stress Test Probability Of Success - Monte Carlo Source: moneyguidepro

Probability of Success With Our Suggested Portfolio Source: moneyguidepro

Secular Bear Market Opportunities 1966-1982

Secular Bear Market Opportunities 2000-2010 TOP PERFORMERS PAST TEN YEARS INTUITIVE SURGICAL – UP 1,407% COACH – UP 1,507% CARMAX – UP 1,633% COGNIZANT TECH – UP 2,285% SOUTHWESTERN ENERGY – UP 2,601% CLIFFS NATURAL RESOURCES – UP 2,671% URBAN OUTFITTERS – UP 3,599% FLIR SYSTEMS – UP 3,789% APPLE – UP 4,206% PRICELINE.COM – UP 4,962% Source: finance.yahoo.com

Stock Picking Process

Dividend Portfolio

Mutual Funds

ETF Strategy

Other opportunities

Non-Traded Real Estate Investment Trusts

See prospectus: Cole Credit Property Trust III

ALTERNATIVE STRATEGIES FUND OF FUNDS PRIVATE EQUITY MANAGED BONDS ALTERNATIVE ASSETS HARD ASSET CLASSES

BigFoot Investments (a DBA of Lee Johnson Capital Management) does not promise, guarantee or imply that you will improve your operation, or increase your revenues. As with any business, earnings potential and successful or unsuccessful use of BigFoot Investments’ products and materials will widely vary among our customers depending on many factors, including but not limited to, the customer’s finances, knowledge and skill set, creativity, motivation, level of effort, individual expertise and as such we do not guarantee your success or income level. The information conveyed by BigFoot Investments, as well as the information otherwise conveyed in these materials is intended to provide you with basic instruction regarding your business or operation. BigFoot Investments does not guarantee any results or returns based on the information you receive. Past performance or examples of other’s performance is no indication or guarantee of your anticipated future results, and individual results may vary. We are not responsible for any success or failure of your business if you implement the information you receive from us. We provide a tool that you can use to try to improve the operations of your business. All information contained or received through the use of our materials is provided “as is” without warranty of any kind. We hereby disclaim all warranties with regard to the information contained in our materials including without limitation all expenses, statutory and implied warranties of merchantability and fitness for a particular purpose.