First principles of investing

Introduction| Course| Q&As | Recommended reading| Quiz |

Introduction

Context

Investment is often presented as a discipline that everybody has to apply the same way. Nothing could be further from the truth. The correct choice of investment products for you depends on how much money you have, what your financial commitments are, your age, your ambitions, and your knowledge. This tutorial shows how to develop an investment strategy based on your particular circumstances.

Prior knowledge required

None. The tutorial is designed for beginners.

Contents

1. Five steps to establish your investment goals
2. Your attitude to risk and reward
3. The major asset classes
4. Which type of manager?
5. Your investment assessment kit
6. Is past performance a guide to the future?
7. Easy access deposits for emergencies
8. Fixed income products
9. A rising income
10. The choice of collective equity funds
11. Pensions and ISAs
12. Tax efficient but may be very risky
13. Selecting your shares
14. Your stockbroker
15. Buying your shares
16. Ethical Investment
17. When to sell
18. How to keep your portfolio on track
19. Do you need an adviser?
20. Conclusion

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