Wednesday, March 4, 2015

Step 22: Investment

Investment

-redirecting resources you would consume for the future

Financial Assets

-claims on property and income of the borrower


Financial Intermediaries

  • institution that channels funds from savers to borrowers
  • savers --> financial institutions --> investors
  • Purposes for Financial Intermediaries
    • Share Risks
      • diversification
        • spreading out your investment to reduce risk

    • Providing Information
      • stock broker to help you in the market
    • Liquidity, easily converted to cash
      • Returns
        • amount an investor receives above and beyond the sum of money that was initially invested
        • dividends
        • check

Bonds

  • loans or I.O.U.s that represent a debt that the government or corporation must repay to an investor
  • low risk investments
  • Bonds, YOU LOAN
  • Stocks, YOU OWN

  • Components :
    • Coupon Rate
      • interest rate that a bond issuer will pay to a bond holder
    • Maturity
      • time at which payment to a bond holder is due
    • Par Value
      • amount that an investor pays to purchase a bond at that will be repaid to an investor at maturity

Yield

  • annual rate of return on a bond if the bonds were held at maturity


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