1. St. Mark’s Parish Investment Session for Parishioners
By Joe Alexander

2. Sessions Agenda Review on Investing
Fundamental versus Technical Analysis
Material for learning to invest
Investing for wealth/income/both
Websites

3. Sample Starter Kit – Flow Chart
RRSP Contribution
$2000
Tax Rebate
$600
Enjoy! ?
TFSA
Buy GICs & accumulate
$1000
$300
$300
Buy Royal Bank stock

4. Demographics for investing

5. Fundamentals versus Technical Analysis
Fundamentals or Fundies
(E)arnings X (M)ultiples = (P)rice of Stock
Earnings and growth - increase price of stock
Financial Statements
Broker Recommendations
Technical Analysis
Stock price charting
Indicators
ChartSchool -

6. Materials for learning
Books – e.g. Wealthy Barber
Classes
Youtube & Websites
Live free TD Bank courses
Blog – Catching one monkey all the time

7. Investing for Wealth/Income/Both
Investment Planning
Time frame
Managing multiple accounts
Cash/Margin Account – income
TFSA – income/wealth
RRSP - wealth
Personal time & commitments
Family, work and time to manage investments
Diversification of Portfolio

8. Websites Bloomberg Catching one monkey all the time Stockcharts.com
ThinkorSwim or Webroker
FinWiz

9. Mini-workshop study of Royal Bank
Walkthrough chart
Trending and timing purchase & sell
Using Indicators to assist price movement
Return on growth and income

10. Royal Bank – 5 year chart

12. Purchase
# of shares
Price
Total
14-Oct 10 55
$550.00
15-Oct 65
$650.00
16-Oct 70
$700.00
17-Oct 90
$900.00 40
$2,800.00
Average price of Share
Current price of 40 Shares
$3,880.00
Growth
$1,080.00
Income - Dividends
$326.40
Profit
$1,406.40

13. Dividend Re-Investment Plans (DRIP)
Diversify
Invest in DRIP Stocks
Save on commissions
# of Stocks grow - e.g. Apple, Amazon, Banks, etc
Teach children to invest

14. Fall Sessions Workshop discussions on Financial Planning
Group sessions on investing in the stock market
Mission: To encourage each other and help the Parish community to become financially independent; caring for people in need.